Filings through .
Filed February 28, 1996 (most recent of 3 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 |
|---|---|---|
MILLER KAPLAN ARASE LLP1 year Filed as: MILLER, KAPLAN, ARASE LLP Service code 99 3900 W ALAMEDA STE 2400 · BURBANK, CA 91505 | Other Fees | $14,300 |
EMPOWER ADVISORY GROUP, LLC2 years Filed as: EMPOWER ANNUITY INSURANCE COMPANY Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $3,308 |
12 funds of $250K or more; 22 lines in all, holding $27.7M of the plan's $28.4M. From the 2025 filing. Recordkeeper: Empower.
Target-date series: T. Rowe Price Retirement, mutual fund, 2% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| Sagic Core Bond MassMutual · Insurance contract | $12.1M | 43.6% |
| S&P 500(R) Index Manager not matched · Mutual fund Index | $4.1M | 15.0% |
| Fidelity Contrafund Fidelity (FMR) · Mutual fund | $3.9M | 13.9% |
| JP Morgan Large Cap Growth JPMorgan · Other | $1.7M | 6.0% |
| Retirement 2030 Fund Manager not matched · Mutual fund | $1.4M | 5.0% |
| Retirement 2040 Fund Manager not matched · Mutual fund | $1.2M | 4.3% |
| at Fair Value Invesco Invesco · Mutual fund | $968K | 3.5% |
| T. Rowe Price Retirement T. Rowe Price · Mutual fund Target-date, 1 vintage | $588K | 2.1% |
| Global Manager not matched · Other | $404K | 1.5% |
| Retirement 2050 Fund Manager not matched · Mutual fund | $353K | 1.3% |
Added 2 funds.
| Fund | Year-end value |
|---|---|
| AddedRetirement 2030 Fund | $3.0M |
| AddedT. Rowe Price Retirement 2020 Fund | $588K |
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.
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.