Filings through .
Filed March 24, 2021 (most recent of 3 filings on file)
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.
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 |
|---|---|---|
DEFINITI LLC4 years Service code 13 · EIN 85-0833363 2201 TIMBERLOCH PLACE · THE WOODLAND, TX 77380 | Contract Administrator | $8,750 |
Filed as: GLOBAL RETIREMENT PARTNERS, LLC Service code 27 4340 REDWOOD HWY · SAN RAFAEL, CA 94903 | Advisory (Plan) | $7,389 |
Filed as: EMPOWER ADVISORY GROUP LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $3,340 |
Filed as: EMPOWER ANNUITY INSURANCE CO OF AME Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $0 |
10 funds of $250K or more; 13 lines in all, holding $7.5M of the plan's $7.7M. From the 2024 filing. Recordkeeper: Empower.
Target-date series: American Funds Target Date, mutual fund, 70% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| American Funds Target Date Capital Group · Mutual fund Target-date, 8 vintages | $5.2M | 69.6% |
| Fully Benefit Responsive Guaranteed Interest Fund Manager not matched · Insurance contract | $1.2M | 16.6% |
| R4 Mutual Fund Ishares S&P 500 Index SVC BlackRock · ETF Index | $660K | 8.9% |
| MFS International Diversification Fund R3 MFS (Sun Life) · Mutual fund Possible retail class R3 | $73K | 1.0% |
| BNY Mellon Midcap Index Fund, Inc. Investor Shares BNY · Mutual fund Index | $69K | 0.9% |
| Pgim Short-Term Corporate Bond Fund Class Z Prudential (PGIM) · Mutual fund | $65K | 0.9% |
| NEW Perspective Fund Class R-4 Capital Group · Mutual fund | $65K | 0.9% |
| Fidelity Advisor Total Bond A Fidelity (FMR) · Mutual fund | $37K | 0.5% |
| American Balanced Fund Class R-4 Capital Group · Mutual fund | $24K | 0.3% |
| Columbia Dividend Income Fund Class A Ameriprise (Columbia Threadneedle) · Mutual fund | $13K | 0.2% |
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.
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.