Filings through .
Filed June 14, 2006 (most recent of 2 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.
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| Provider | Service type | Compensation |
|---|---|---|
EMPOWER ADVISORY GROUP, LLC3 years Filed as: EMPOWER ANNUITY INSURANCE COMPANY Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $55,937 |
FOURTH DIMENSION WEALTH LLC3 years Service code 27 · EIN 27-4624339 | Advisory (Plan) | $42,790 |
TRINITY PENSION CONSULTANTS2 years Filed as: TRINITY PENSION CONSULTANTS INC Service code 13 202 MONTROSE W AVE · AKRON, OH 44321 | Contract Administrator | $26,511 |
LPL FINANCIAL2 years Service code 27 PO BOX 502533 · SAN DIEGO, CA 92150 | Advisory (Plan) | $10,491 |
EMPOWER ADVISORY GROUP, LLC2 years Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $3,744 |
15 funds of $250K or more; 23 lines in all, holding $21.1M of the plan's $21.8M. From the 2025 filing. Recordkeeper: Empower.
Target-date series: SSgA Target Retirement, mutual fund, 79% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| SSgA Target Retirement State Street (SSgA) · Mutual fund Target-date, 9 vintages | $16.6M | 78.8% |
| Ssga S&P 500 Index NL Ser N State Street (SSgA) · Collective trust Index | $1.0M | 4.9% |
| Fidelity Advisor Growth Opportunities Fund Class Z Fidelity (FMR) · Mutual fund | $704K | 3.3% |
| State Street Target Retirement Fund Class K State Street (SSgA) · Mutual fund | $370K | 1.8% |
| State Street Aggregate Bond Index Fund Class K State Street (SSgA) · Mutual fund Index | $362K | 1.7% |
| Fidelity International Growth Fund Fidelity Advisor International Growth Fund: Class Z Fidelity (FMR) · Mutual fund | $292K | 1.4% |
| Janus Henderson Global Tech Innovation N Janus Henderson · Mutual fund | $259K | 1.2% |
| NEW World Fund INC Class R-6 Capital Group · Mutual fund | $241K | 1.1% |
| State Street Small/MID CAP Equity Index Fund Class K State Street (SSgA) · Mutual fund Index | $226K | 1.1% |
| Large CAP Equity Fund R6 Class American Century · Mutual fund | $177K | 0.8% |
Added 1 fund, dropped 1 fund.
| Fund | Year-end value |
|---|---|
| AddedSsga S&P 500 Index NL Ser N | $1.0M |
| DroppedState Street Global Advisors Trust | $675K |
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 71,410 large plans that list their funds in their annual filing. Updated Nov 6, 2026. Shares describe these plans, not the whole market.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
The auditor signed off without reservation. This is the cleanest opinion.