Filings through .
Filed March 4, 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 |
|---|---|---|
EMPOWER ADVISORY GROUP, LLC2 years Filed as: EMPOWER ANNUITY INSURANCE COMPANY O Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $241,073 |
Filed as: ONE DIGITAL TOPCO LLC DBA RESOURCES Service code 27 PO BOX 735399 · DALLAS, TX 75373 | Advisory (Plan) | $152,536 |
BAKER TILLY US, LLP2 years Filed as: BAKER TILLY US LLP Service code 10 2599 WILMINGTON RD · NEW CASTLE, PA 16105 | Accounting | $16,275 |
14 funds hold $225M of the plan's $228M. From the 2024 filing. Recordkeeper: Empower.
| Fund | Dollars | % of funds% |
|---|---|---|
| Eupac Fund Capital Group · Mutual fund | $42.3M | 18.8% |
| Prudential - Guaranteed Interest Prudential (PGIM) · Insurance contract | $42.0M | 18.7% |
| Pgim Jennison Growth Fund Class Z Prudential (PGIM) · Mutual fund | $32.0M | 14.2% |
| MFS Value Fund R6 MFS (Sun Life) · Mutual fund | $26.8M | 11.9% |
| Pgim Total Return Bond Fund Class Z Prudential (PGIM) · Mutual fund | $23.1M | 10.3% |
| Vanguard Institutional Index Fund Institutional Shares Vanguard · Mutual fund Index | $14.2M | 6.3% |
| MFS Mid Cap Value Fund R6 MFS (Sun Life) · Mutual fund | $10.0M | 4.4% |
| Blackrock Mid Cap Growth Equity Portfolio BlackRock · Mutual fund | $8.6M | 3.8% |
| Portfolio Institutional Shares JP Morgan Chase JPMorgan · Mutual fund | $8.4M | 3.7% |
| Janus Henderson Triton Fund Janus Henderson · Mutual fund | $4.9M | 2.2% |
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.
Plan appears closed to new enrollment or frozen - balance-holders far exceed active participants, or the plan reports active distributions with no inflows. Exclude from peer benchmarks.
Plan reported a final filing / termination within the last year.
The auditor signed off without reservation. This is the cleanest opinion.