Filings through .
Filed October 2, 2017 (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 |
|---|---|---|
Filed as: STATE BANK Service code 99 900 E 56TH ST · BROWNSBURG, IN 46112 | Other Fees | $22,113 |
EMPOWER ADVISORY GROUP, LLC2 years Filed as: EMPOWER ANNUITY INSURANCE COMPANY Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $16,375 |
RPA FINANCIAL LLC4 years Service code 27 4340 REDWOOD HWY STE B60 · SAN RAFAEL, CA 94903 | Advisory (Plan) | $11,905 |
13 funds of $250K or more; 14 lines in all, holding $10.3M of the plan's $10.4M. From the 2025 filing. Recordkeeper: Empower.
Target-date series: American Funds Target Date, mutual fund, 55% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| American Funds Target Date Capital Group · Mutual fund Target-date, 11 vintages | $5.7M | 55.0% |
| iShares S&P 500 Index Fund Class K Shares BlackRock · ETF Index | $1.3M | 12.5% |
| MFS Growth Fund R6 MFS (Sun Life) · Mutual fund | $1.1M | 10.3% |
| Fidelity Mid Cap Index Fund Fidelity (FMR) · Mutual fund Index | $910K | 8.8% |
| PIMCO Income Fund Institutional PIMCO (Allianz) · Mutual fund | $349K | 3.4% |
| GWI Fixed Account - Series Class III Manager not matched · Insurance contract | $333K | 3.2% |
| American Funds Strategic Bond Fund Class R-6 Capital Group · Mutual fund | $260K | 2.5% |
| MFS Intil Diversification R6 MFS (Sun Life) · Mutual fund | $205K | 2.0% |
| Allspring Special Small Cap Value Fund Class R6 Allspring · Mutual fund | $94K | 0.9% |
| Lord Abbett Developing Growth Fund INC Class R6 Lord Abbett · Mutual fund | $76K | 0.7% |
No lineup changes between the 2024 and 2025 filings.
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.
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.