Filings through .
Filed June 18, 2008
This is a legacy paper filing. Plan administrator and contact details are recorded in the original filing, which has not been digitised into structured fields.
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| Provider | Service type | Compensation |
|---|---|---|
Filed as: EMPOWER ANNUITY INSURANCE COMPANY Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $314,647 |
EMPOWER ADVISORY GROUP, LLC4 years Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $61,900 |
BOYER & RITTER LLC9 years Service code 10 211 HOUSE AVE · CAMP HILL, PA 17011 | Accounting | $27,000 |
THE HARTFORD4 years Filed as: HARTFORD FIRE INSURANCE COMPANY Service code 99 P.O. BOX 2907 · HARTFORD, CT 061042907 | Other Fees | $0 |
25 funds of $250K or more; 16 lines in all, holding $137M of the plan's $144M. From the 2025 filing. Recordkeeper: Empower.
Target-date series: T. Rowe Price Retirement Blend, collective trust, 39% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| T. Rowe Price Retirement Blend T. Rowe Price · Collective trust Target-date, 11 vintages | $54.0M | 39.4% |
| NT S&P 500 Index NL 4 Northern Trust · Collective trust Index | $25.7M | 18.8% |
| Collective Investment Trusts Drive Balanced Fund Manager not matched · Collective trust | $16.8M | 12.2% |
| NT Collective ACWI ex-US IMI Fund DC NL 4 Northern Trust · Collective trust | $6.7M | 4.9% |
| Drive Income Fund Manager not matched · Mutual fund | $6.2M | 4.5% |
| NT S&P 400 Index NL 4 Northern Trust · Collective trust Index | $5.3M | 3.9% |
| NT Collective Russell 2000 Index Fund DC NL 4 Northern Trust · Collective trust Index | $4.3M | 3.1% |
| Eupac Fund Class R-6 Capital Group · Mutual fund | $3.2M | 2.4% |
| NT Aggr BD Index NL 4 Northern Trust · Collective trust Index | $3.2M | 2.3% |
| Mass Mutual Select Mid Cap Gr Eq II MassMutual · Other | $3.1M | 2.2% |
No lineup changes between the 2024 and 2025 filings.
Stable value and insurance contract lines, renames and class changes are not counted.
Changes of at least $250K and 0.1% of the plan between the 2024 and 2025 filings. Values are year-end holdings, not money moved.
Covers 71,097 large plans that list their funds in their annual filing. Updated Nov 3, 2026. Shares describe these plans, not the whole market.
The auditor signed off without reservation. This is the cleanest opinion.