Filings through .
Filed September 9, 2006
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 O Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $35,212 |
Filed as: ALERA GROUP DBA ALERA INVESTMENT AD Service code 27 THREE PARKWAY N STE 500 · DEERFIELD, IL 60015 | Advisory (Plan) | $29,913 |
EMPOWER ADVISORY GROUP, LLC3 years Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $1,873 |
8 funds of $250K or more; 17 lines in all, holding $9.9M of the plan's $10.1M. From the 2024 filing. Recordkeeper: Empower.
Target-date series: American Funds Target Date, mutual fund, 77% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| American Funds Target Date Capital Group · Mutual fund Target-date, 9 vintages | $7.6M | 77.2% |
| Fidelity 500 Index Fund Fidelity (FMR) · Mutual fund Index | $354K | 3.6% |
| Fidelity Advisor Equity Growth Fund Class Z Fidelity (FMR) · Mutual fund | $307K | 3.1% |
| Allspring Core Plus Bond Fund Class R6 Allspring · Mutual fund | $239K | 2.4% |
| THE Hartford Dividend AND Growth Fund Class R6 Hartford Funds · Mutual fund | $238K | 2.4% |
| JPMorgan Income Fund Class R6 JPMorgan · Mutual fund | $161K | 1.6% |
| Fidelity Mid Cap Index Fund Fidelity (FMR) · Mutual fund Index | $159K | 1.6% |
| Pgim Jennison MID-CAP Growth Fund Class R6 Prudential (PGIM) · Mutual fund | $129K | 1.3% |
| EI Fixed Account - Series Class I Manager not matched · Insurance contract | $122K | 1.2% |
| Fidelity International Growth Fund Fidelity Advisor International Growth Fund: Class Z Fidelity (FMR) · Mutual fund | $119K | 1.2% |
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.
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Employer contribution per participant is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.