Filings through .
Filed April 8, 2013
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 |
|---|---|---|
CAPFINANCIAL PARTNERS LLC6 years Filed as: CAPFINANCIAL PARTNERS LLC DBA CAPTR Service code 27 4208 SIX FORKS RD STE 1700 · RALEIGH, NC 27609 | Advisory (Plan) | $77,019 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY O Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $71,548 |
11 funds of $250K or more; 34 lines in all, holding $22.1M of the plan's $22.8M. From the 2024 filing. Recordkeeper: Empower.
| Fund | Dollars | % of funds% |
|---|---|---|
| 1LIRKX Manager not matched · Other | $6.6M | 30.0% |
| 1LIJKX Manager not matched · Other | $4.9M | 22.0% |
| 1LINKX Manager not matched · Other | $3.1M | 14.1% |
| 1LIPKX Manager not matched · Other | $986K | 4.5% |
| 1LIHKX Manager not matched · Other | $971K | 4.4% |
| 1LIKKX Manager not matched · Other | $891K | 4.0% |
| 1LIZKX Manager not matched · Other | $727K | 3.3% |
| 1LIVKX Manager not matched · Other | $603K | 2.7% |
| 1NYLBW8 Manager not matched · Other | $575K | 2.6% |
| Vanguard 500 Index Fund Admiral Shares Vanguard · Mutual fund Index | $430K | 1.9% |
Covers 61,314 large plans that list their funds in their annual filing. Updated Nov 2, 2026. Shares describe these plans, not the whole market.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
The auditor signed off without reservation. This is the cleanest opinion.