Filings through .
Filed December 20, 1994
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: EMPOWER ANNUITY INSURANCE COMPANY Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $36,949 |
MMA SECURITIES LLC6 years Service code 27 PO BOX 9497 · NEW YORK, NY 10087 | Advisory (Plan) | $30,000 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $11,780 |
20 funds of $250K or more; 22 lines in all, holding $26.5M of the plan's $26.8M. From the 2025 filing. Recordkeeper: Empower.
| Fund | Dollars | % of funds% |
|---|---|---|
| Vanguard 500 Index Fund Vanguard · Mutual fund Index | $4.8M | 18.2% |
| iShares MSCI EAFE International Index Fund BlackRock · ETF Index | $4.2M | 15.8% |
| Loomis Sayles Core Plus Bond Fund Natixis IM · Mutual fund | $2.5M | 9.6% |
| Great Gray Large Cap Growth Fund II Great Gray · Mutual fund | $2.4M | 9.0% |
| Great Gray Large Cap Value Fund Great Gray · Mutual fund | $2.2M | 8.4% |
| Emerging Markets Core Equity 2 Portfolio Institutional Class Dimensional · Mutual fund | $1.5M | 5.5% |
| Empower Select Guaranteed Fund Empower · Insurance contract Recordkeeper's own fund | $1.3M | 4.9% |
| JPMorgan Mid Cap Growth Fund JPMorgan · Mutual fund | $1.0M | 3.9% |
| Vanguard Mid-Cap Index Fund Vanguard · Mutual fund Index | $878K | 3.3% |
| Vanguard Mid-Cap Value Index Fund Vanguard · Mutual fund Index | $865K | 3.3% |
Likely replaced 6 funds.
| Fund | Year-end value |
|---|---|
| ReplacedHighJPMorgan Large Cap Growth Fund to Great Gray Large Cap Growth Fund II | $2.5M to $2.4M |
| ReplacedHighPutnam Large Cap Value Fund to Great Gray Large Cap Value Fund | $1.9M to $2.2M |
| ReplacedHighJPMorgan Emerging Markets Equity Fund to Emerging Markets Core Equity 2 Portfolio Institutional Class | $1.1M to $1.5M |
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 60,908 large plans that list their funds in their annual filing. Updated Nov 2, 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.