Filings through .
Filed March 24, 2006 (most recent of 2 filings on file)
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 |
|---|---|---|
PENSION INC.1 year Service code 14 · EIN 39-1955089 | Plan Administrator | $22,523 |
Filed as: EMPOWER ANNUITY INS. CO Service code 64 · EIN 84-0467907 | Recordkeeping Fees | $13,615 |
Filed as: ROBERT W BAIRD Service code 55 PO BOX 88499 · MILWAUKEE, WI 532888499 | Other Commissions | $13,330 |
Filed as: LEAFHOUSE FINANCIAL ADVISORS Service code 99 6300 BRIDGE POINT PKWY BLDG 1 · AUTIN, TX 787305097 | Other Fees | $1,009 |
Filed as: WILSHIRE ASSOCIATES INCE Service code 26 · EIN 95-2755361 | Advisory (Participants) | $560 |
Service code 15 · EIN 01-0233346 | Recordkeeping | $300 |
ADVISE ASSET GROUP1 year Filed as: ADVISE ASSETS GROUP Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD, CO 80111 | Investment Management | $10 |
7 funds of $250K or more; 32 lines in all, holding $9.6M of the plan's $9.6M. From the 2025 filing. Recordkeeper: Empower.
| Fund | Dollars | % of funds% |
|---|---|---|
| American Funds 2030 I Capital Group · Collective trust | $3.9M | 40.6% |
| American Funds 2035 I Capital Group · Mutual fund | $1.1M | 11.3% |
| American Funds 2025 I Capital Group · Mutual fund | $815K | 8.5% |
| American Funds 2045 I Capital Group · Mutual fund | $648K | 6.7% |
| American Funds 2050 I Capital Group · Mutual fund | $614K | 6.4% |
| American Funds 2040 I Capital Group · Mutual fund | $388K | 4.0% |
| Growth Fund OF America Class R-6 Capital Group · Mutual fund | $271K | 2.8% |
| American Funds 2055 I Capital Group · Mutual fund | $205K | 2.1% |
| American Funds 2020 I Capital Group · Mutual fund | $203K | 2.1% |
| American Funds 2060 I Capital Group · Mutual fund | $202K | 2.1% |
Dropped 3 funds. Moved to another target-date series.
| Fund | Year-end value |
|---|---|
| Target-date switchJohn Hancock Lifetime Blend 2025 Fund to American Funds 2030 I | $4.9M to $7.5M |
| DroppedCapital Income Builder Fund | $539K |
| DroppedT. Rowe Price Equity Income Fund | $411K |
Stable value and insurance contract lines, renames and class changes are not counted. Left out here: 1 rename.
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 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.)
The auditor signed off without reservation. This is the cleanest opinion.