Filings through .
Filed May 2, 2016 (most recent of 2 filings on file)
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Total covered: 79 employees
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| Provider | Service type | Compensation |
|---|---|---|
EMPOWER ADVISORY GROUP, LLC4 years Service code 26 · EIN 84-1532243 | Advisory (Participants) | $378,558 |
EMPOWER ADVISORY GROUP, LLC4 years Filed as: EMPOWER ANNUITY INSURANCE COMPANY O Service code 15 · EIN 84-0467907 | Recordkeeping | $365,983 |
Filed as: CAPFINANCIAL PARTNERS LLC DBA CAPTR Service code 27 4208 SIX FORKS RD STE 1700 · RALEIGH, NC 27609 | Advisory (Plan) | $61,875 |
CROWE LLP8 years Service code 10 320 E JEFFERSON BLVD · SOUTH BEND, IN 46624 | Accounting | $53,550 |
24 funds of $250K or more; 16 lines in all, holding $621M of the plan's $670M. From the 2025 filing. Recordkeeper: Empower.
Target-date series: SSgA Target Retirement, collective trust, 51% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| SSgA Target Retirement State Street (SSgA) · Collective trust Target-date, 10 vintages | $314M | 50.6% |
| Jpmcb US SmartIndex JPMorgan · Other | $108M | 17.4% |
| Putnam Stable Value Fund Franklin Templeton · Insurance contract | $38.6M | 6.2% |
| Vanguard Total Bond Market Index Fund Institutional Shares Vanguard · Mutual fund Index | $31.3M | 5.0% |
| Vanguard Total International Stock Index Fund Institutional Shares Vanguard · Mutual fund Index | $28.0M | 4.5% |
| NEW Perspective Fund Class R-6 Capital Group · Mutual fund | $19.8M | 3.2% |
| State Street State St S&P 500 Indx SL Cl II State Street (SSgA) · Collective trust Index | $18.2M | 2.9% |
| Vanguard Extended Market Index Fund Institutional Shares Vanguard · Mutual fund Index | $17.7M | 2.8% |
| Principal Mid-Cap Equity Fund Principal · Mutual fund | $10.1M | 1.6% |
| U.S. Targeted Value Portfolio - Institutional Class Dimensional · Mutual fund | $9.1M | 1.5% |
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 reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.