Filings through .
Filed December 14, 2011
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 |
|---|---|---|
DENALI WEALTH MANAGEMENT9 years Service code 27 CARL VALIMONT · MEQUON, WI 53092 | Advisory (Plan) | $28,865 |
EMPOWER ADVISORY GROUP, LLC4 years Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $16,192 |
Filed as: BLUE CHIP RETIREMENT PLANS INC Service code 13 6737 W. WASHINGTON ST. · MILWAKUEE, WI 53214 | Contract Administrator | $10,195 |
EMPOWER ADVISORY GROUP, LLC4 years Filed as: EMPOWER ANNUITY INSURANCE COMPANY Service code 64 OF AMERICA · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $4,522 |
15 funds of $250K or more; 19 lines in all, holding $10.6M of the plan's $11.2M. From the 2025 filing. Recordkeeper: Empower.
Target-date series: Nuveen Lifecycle Index, mutual fund, 40% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| Nuveen Lifecycle Index TIAA (Nuveen) · Mutual fund Target-date, 8 vintages | $4.2M | 39.7% |
| Vanguard 500 Index Fund Admiral Shares Vanguard · Mutual fund Index | $1.4M | 13.1% |
| Empower Key Guaranteed Portfolio Fund Empower · Insurance contract Recordkeeper's own fund | $714K | 6.7% |
| Vanguard Small-Cap Index Fund Admiral Shares Vanguard · Mutual fund Index | $618K | 5.8% |
| Vanguard Developed Markets Index Fund Admiral Shares Vanguard · Mutual fund Index | $591K | 5.6% |
| JPMorgan Large Cap Growth Fund Class R6 JPMorgan · Mutual fund | $494K | 4.6% |
| JPMorgan U.S. Equity Fund Class R6 JPMorgan · Mutual fund | $430K | 4.0% |
| Vanguard Mid-Cap Index Fund Admiral Shares Vanguard · Mutual fund Index | $404K | 3.8% |
| Vanguard Equity Income Fund Admiral Shares Vanguard · Mutual fund | $357K | 3.4% |
| American Funds Capital Group · Mutual fund | $357K | 3.4% |
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.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.