Filings through .
Filed May 15, 2013 (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 |
|---|---|---|
EMPOWER ADVISORY GROUP, LLC3 years Filed as: EMPOWER ANNUITY INSURANCE COMPANY Service code 15 · EIN 84-0467907 | Recordkeeping | $50,041 |
Filed as: GALLAGHER BENEFIT SERVICES INC. Service code 15 · EIN 36-4291971 | Recordkeeping | $30,000 |
18 funds of $250K or more; 28 lines in all, holding $29.0M of the plan's $29.5M. From the 2025 filing. Recordkeeper: Empower.
| Fund | Dollars | % of funds% |
|---|---|---|
| Tbcix Manager not matched · Other | $4.2M | 14.4% |
| Tbllx Manager not matched · Other | $3.1M | 10.5% |
| Tblmx Manager not matched · Other | $2.1M | 7.3% |
| Tbljx Manager not matched · Other | $2.0M | 7.0% |
| Fxaix Manager not matched · Other | $1.9M | 6.7% |
| Tblkx Manager not matched · Other | $1.9M | 6.7% |
| 1GWAA10 Manager not matched · Other | $1.9M | 6.7% |
| Tblgx Manager not matched · Other | $1.9M | 6.6% |
| Tblhx Manager not matched · Other | $1.8M | 6.2% |
| Rergx Manager not matched · Other | $1.5M | 5.2% |
No lineup changes between the 2024 and 2025 filings.
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 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.