Filings through .
Filed March 10, 2015
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 CO. Service code 64 8518 EAST ORCHARD RD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $160,605 |
MERCER1 year Filed as: MERCER GLOBAL ADVISORS, INC. Service code 27 950 17TH ST. · DENVER, CO 80202 | Advisory (Plan) | $37,500 |
EMPOWER ADVISORY GROUP, LLC4 years Service code 28 5815 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $7,075 |
22 funds of $250K or more; 15 lines in all, holding $67.2M of the plan's $68.9M. From the 2024 filing. Recordkeeper: Empower.
Target-date series: SSgA Target Retirement, collective trust, 70% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| SSgA Target Retirement State Street (SSgA) · Collective trust Target-date, 11 vintages | $46.8M | 69.6% |
| Putnam Stable Value Fund Franklin Templeton · Stable value Stable value | $5.5M | 8.3% |
| Fidelity 500 Index Fund Fidelity (FMR) · Mutual fund Index | $4.4M | 6.5% |
| JPMorgan Large Cap Growth Fund Class R6 JPMorgan · Mutual fund | $3.2M | 4.8% |
| Fidelity Small Cap Index Fund Fidelity (FMR) · Mutual fund Index | $1.2M | 1.8% |
| Fidelity Total International Index Fund Fidelity (FMR) · Mutual fund Index | $1.1M | 1.7% |
| Fidelity U.S. Bond Index Fund Fidelity (FMR) · Mutual fund Index | $1.0M | 1.5% |
| Fidelity Mid Cap Index Fund Fidelity (FMR) · Mutual fund Index | $955K | 1.4% |
| Blackrock MID CAP Growth Equity Portfolio Class K BlackRock · Mutual fund | $868K | 1.3% |
| JPMorgan Mid Cap Value Fund Class R6 JPMorgan · Mutual fund | $646K | 1.0% |
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.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.