Filings through .
Filed December 31, 1992
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 |
|---|---|---|
PACKERLAND BROKERAGE SERVICES11+ years Service code 55 432 SECURITY BLVD STE 101 · GREEN BAY, WI 54313 | Other Commissions | $64,547 |
EMPOWER ADVISORY GROUP, LLC4 years Filed as: EMPOWER ANNUITY INSURANCE COMPANY Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $34,998 |
WIPFLI LLP11+ years Service code 10 11 SCOTT STREET · WAUSAU, WI 54403 | Accounting | $13,250 |
PENSION CONSULTANTS, INC.10+ years Filed as: PENSION CONSULTANTS CO., INC. Service code 13 | Contract Administrator | $10,264 |
PENSION CONSULTANTS, INC.11+ years Filed as: PENSION CONSULTANTS CO INC Service code 13 1540 W MAIN AVE · DE PERE, WI 54115 | Contract Administrator | $2,775 |
19 funds of $250K or more; 24 lines in all, holding $12.2M of the plan's $12.4M. From the 2025 filing. Recordkeeper: Empower.
Target-date series: American Funds Target Date, mutual fund, 23% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| American Funds Target Date Capital Group · Mutual fund Target-date, 11 vintages | $2.9M | 23.3% |
| Empower S&P 500 Index Fund Inv Empower · Collective trust IndexRecordkeeper's own fund | $1.5M | 12.1% |
| JPMorgan Large Cap Growth Fund Class R2 JPMorgan · Mutual fund Possible retail class R2 | $1.0M | 8.3% |
| Principal Midcap Cl R5 Principal · Mutual fund | $882K | 7.2% |
| Empower Key Guaranteed Portfolio Fund Empower · Insurance contract Recordkeeper's own fund | $741K | 6.1% |
| Artisan International Value Fund Investor Shares Artisan Partners · Mutual fund | $724K | 5.9% |
| Empower S&P SmCap 600 Index Fund Inv Empower · Collective trust IndexRecordkeeper's own fund | $636K | 5.2% |
| NEW Perspective Fund Class R-1 Capital Group · Mutual fund Possible retail class R1 | $632K | 5.2% |
| JPMorgan Equity Income Fund Class R6 JPMorgan · Mutual fund | $488K | 4.0% |
| JPMorgan U.S. Equity Fund Class R2 JPMorgan · Mutual fund Possible retail class R2 | $400K | 3.3% |
Added 2 funds. Moved to another target-date series.
| Fund | Year-end value |
|---|---|
| Target-date switchMFS Lifetime 2050 Fund R2 to American Funds 2050 Target Date Retirement Fund Class R-3 | $2.0M to $2.9M |
| AddedEmpower S&P 500 Index Fund Inv | $1.5M |
| AddedArtisan International Value Fund Investor Shares | $724K |
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.
The auditor signed off without reservation. This is the cleanest opinion.