Filings through .
Filed November 9, 2005
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 ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $18,910 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY O Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $13,335 |
Filed as: FIFTH THIRD BANK Service code 27 38 FOUNTAIN SQ PLZ · CINCINNATI, OH 45263 | Advisory (Plan) | $9,057 |
7 funds of $250K or more; 18 lines in all, holding $4.9M of the plan's $5.9M. From the 2025 filing. Recordkeeper: Empower.
Target-date series: T. Rowe Price Retirement, mutual fund, 17% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| Vanguard 500 Index Fund Vanguard · Mutual fund Index | $987K | 20.2% |
| T. Rowe Price Retirement T. Rowe Price · Mutual fund Target-date, 10 vintages | $841K | 17.2% |
| Vanguard Developed Markets Index Fund Vanguard · Mutual fund Index | $522K | 10.7% |
| Vanguard Total Bond Market Index Fund Vanguard · Mutual fund Index | $501K | 10.3% |
| New World Fund (R6) Capital Group · Mutual fund | $425K | 8.7% |
| Vanguard Mid-Cap Index Fund Vanguard · Mutual fund Index | $272K | 5.6% |
| Vanguard Small-Cap Index Fund Vanguard · Mutual fund Index | $259K | 5.3% |
| Vanguard Inflation-Protected Securities Fund Vanguard · Mutual fund | $255K | 5.2% |
| Dodge & Cox Income Fund Dodge & Cox · Mutual fund | $192K | 3.9% |
| Vanguard Real Estate Index Fund Vanguard · Mutual fund Index | $148K | 3.0% |
Added 1 fund.
| Fund | Year-end value |
|---|---|
| AddedNew World Fund (R6) | $425K |
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.
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.