Filings through .
Filed August 27, 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.
See peer percentile detail with Pro.
Pro shows the percentile for each metric against plans of the same size and industry. Free for 7 days, no card. Then $49 a month. Cancel any time.
| Provider | Service type | Compensation |
|---|---|---|
Filed as: EMPOWER ANNUITY INSURANCE COMPANY Service code 64 · EIN 84-0467907 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $40,662 |
OSAIC WEALTH INC2 years Service code 55 10 EXCHANGE PLACE · JERSEY CITY, NJ 07302 | Other Commissions | $29,857 |
Filed as: EVERGREEN RETIREMENT PLAN CONSULTIN Service code 13 · EIN 45-3480687 PO BOX 890 · MUKILTEO, WA 98275 | Contract Administrator | $17,598 |
Filed as: EMPOWER ANNUITY GROUP, LLC Service code 28 8515 E ORCHARD RD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $3,802 |
13 funds of $250K or more; 29 lines in all, holding $9.8M of the plan's $11.4M. From the 2024 filing. Recordkeeper: Empower.
Target-date series: Vanguard Target Retirement, mutual fund, 56% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| Vanguard Target Retirement Vanguard · Mutual fund Target-date, 10 vintages | $5.4M | 55.6% |
| JPMorgan U.S. Research Enhanced Equity Fund Class R6 JPMorgan · Mutual fund Possible retail class A | $740K | 7.6% |
| Victory Sycamore Established Value Fund Class R6 Victory Capital · Mutual fund Possible retail class A | $404K | 4.1% |
| Vanguard Growth Index Fund Admiral Shares Vanguard · Mutual fund IndexPossible retail class A | $389K | 4.0% |
| American Funds Capital World G/I R6 Capital Group · Mutual fund Possible retail class A | $372K | 3.8% |
| American Funds Washington Mutual R6 Capital Group · Mutual fund Possible retail class A | $281K | 2.9% |
| Nuveen International Equity Index Fund Class R6 TIAA (Nuveen) · Mutual fund IndexPossible retail class A | $259K | 2.7% |
| Vanguard Mid-Cap Index Fund Admiral Shares Vanguard · Mutual fund IndexPossible retail class A | $228K | 2.3% |
| MFS Technology Fund R6 MFS (Sun Life) · Mutual fund Possible retail class A | $214K | 2.2% |
| Key Guaranteed Portfolio Fund, at Manager not matched · Insurance contract | $207K | 2.1% |
Covers 71,410 large plans that list their funds in their annual filing. Updated Nov 6, 2026. Shares describe these plans, not the whole market.
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.