Filings through .
Filed August 19, 2025 (most recent of 2 filings on file)
See peer percentile detail with Pro.
Pro shows the percentile for each metric against plans of the same size and industry. Free for 7 days, no card. Then $49 a month. Cancel any time.
| Provider | Service type | Compensation |
|---|---|---|
Filed as: KINGSVIEW WEALTH MANAGEMENT LLC Service code 99 509 SE 7TH ST 2ND FL · GRANTS PASS, OR 97526 | Other Fees | $70,141 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY Service code 13 · EIN 06-1050034 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Contract Administrator | $45,581 |
Filed as: KINGSVIEW WEALTH MANAGEMENT Service code 27 · EIN 26-4016866 | Advisory (Plan) | $19,292 |
Filed as: ADVISED ASSETS GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $1,695 |
14 funds of $250K or more; 17 lines in all, holding $70.5M of the plan's $71.7M. From the 2024 filing. Recordkeeper: Empower.
| Fund | Dollars | % of funds% |
|---|---|---|
| Capital Group EP Growth Capital Group · Separate account | $12.0M | 17.0% |
| Guaranteed Income Fund Manager not matched · Insurance contract | $10.8M | 15.3% |
| Vanguard Equ Inco Admiral Vanguard · Mutual fund | $10.0M | 14.2% |
| Pooled separate account N/R JPMorgan · Separate account | $9.0M | 12.8% |
| Pooled Separate Account N/R Manager not matched · Separate account | $8.6M | 12.2% |
| Prudential Total Return Bond - ISP Prudential (PGIM) · Separate account | $7.2M | 10.2% |
| Pgim Jennison Mid Cap Growth Z Fund Prudential (PGIM) · Mutual fund | $5.6M | 7.9% |
| Goldman Mid Growth Investor Goldman Sachs · Mutual fund | $2.0M | 2.9% |
| Vanguard Mid-Cap Index Fund Vanguard · Mutual fund | $1.3M | 1.9% |
| PIMCO RAE Plus Fund A PIMCO (Allianz) · Mutual fund | $1.1M | 1.5% |
Covers 60,908 large plans that list their funds in their annual filing. Updated Nov 2, 2026. Shares describe these plans, not the whole market.
The auditor signed off without reservation. This is the cleanest opinion.