Filings through .
Filed December 15, 2011
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, LLC4 years Filed as: EMPOWER ANNUITY INSURANCE COMPANY Service code 64 OF AMERICA · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $26,588 |
USI INSURANCE SERVICES LLC6 years Filed as: USI ADVISORS INC Service code 27 95 GLASTONBURY BLVD · GLASTONBURY, CT 06033 | Advisory (Plan) | $23,618 |
Filed as: TAX SHELTERED COMPENSATION INC Service code 13 7365 KIRKWOOD CT N STE 200 · MAPLE GROVE, MN 55369 | Contract Administrator | $19,286 |
REDPATH AND COMPANY7 years Filed as: REDPATH AND COMPANY LTD Service code 10 4810 WHITE BEAR PARKWAY · WHITE BEAR LAKE, MN 55110 | Accounting | $14,500 |
EMPOWER ADVISORY GROUP, LLC4 years Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $3,163 |
8 funds of $250K or more; 19 lines in all, holding $8.5M of the plan's $8.8M. From the 2025 filing. Recordkeeper: Empower.
Target-date series: American Funds Target Date, mutual fund, 35% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| American Funds Target Date Capital Group · Mutual fund Target-date, 8 vintages | $3.0M | 35.1% |
| American Balanced Fund Class R-6 Capital Group · Mutual fund | $2.7M | 31.6% |
| Growth Fund OF America Class R-6 Capital Group · Mutual fund | $601K | 7.1% |
| General Account Manager not matched · Insurance contract | $304K | 3.6% |
| American Funds Fundamental Investors Class R-6 Capital Group · Mutual fund | $295K | 3.5% |
| Bond Fund OF America Class R-6 Capital Group · Mutual fund | $261K | 3.1% |
| NEW Economy Fund Class R-6 Capital Group · Mutual fund | $222K | 2.6% |
| Investment CO OF America Class R-6 Capital Group · Mutual fund | $215K | 2.5% |
| Vanguard 500 Index Fund Admiral Shares Vanguard · Mutual fund Index | $201K | 2.4% |
| American Funds Capital World Guaranteed Interest R6 Fund Capital Group · Insurance contract | $164K | 1.9% |
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.
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.