Filings through .
Filed February 21, 2006 (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.
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 |
|---|---|---|
UBS FINANCIAL SERVICES INC8 years Service code 27 PO BOX 198928 · NASHVILLE, TN 37238 | Advisory (Plan) | $41,712 |
EMPOWER ADVISORY GROUP, LLC4 years Filed as: EMPOWER ANNUITY INSURANCE CO. OF AM Service code 64 · EIN 35-0921680 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $33,789 |
COASTAL PENSION SERVICES3 years Service code 13 7230 LEE DEFOREST DR STE 102 · COLUMBIA, MD 21046 | Contract Administrator | $10,728 |
EMPOWER ADVISORY GROUP, LLC2 years Filed as: EMPOWER ADVISORY GROUP Service code 28 8515 EAST ORCHARD RD. · GREENWOOD VILLAGE, CO 80111 | Investment Management | $7,924 |
Service code 13 · EIN 13-4238973 154 HANSEN RD STE 102 · CHARLOTTESVILLE, VA 22911 | Contract Administrator | $2,308 |
22 funds of $250K or more; 34 lines in all, holding $28.5M of the plan's $28.5M. From the 2025 filing. Recordkeeper: Empower.
Target-date series: Vanguard Target Retirement, mutual fund, 21% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| Vanguard Target Retirement Vanguard · Mutual fund Target-date, 11 vintages | $6.0M | 21.2% |
| American Century Stat Allc: Agrsv R6 American Century · Mutual fund | $4.5M | 15.9% |
| Putnam Stable Value Fund Franklin Templeton · Stable value Stable value | $4.2M | 14.6% |
| American Century Stat Allc: Mod R6 American Century · Mutual fund | $2.5M | 8.8% |
| Schwab MarketTrack All Equity Portfolio Charles Schwab · Mutual fund | $1.5M | 5.4% |
| American Balanced Fund Class R-6 Capital Group · Mutual fund | $1.3M | 4.5% |
| Vanguard Information Technology Index Fund Admiral Shares Vanguard · Mutual fund Index | $1.2M | 4.4% |
| Vanguard 500 Index Fund Admiral Shares Vanguard · Mutual fund Index | $1.2M | 4.3% |
| Vanguard Growth Index Fund Admiral Shares Vanguard · Mutual fund Index | $1.0M | 3.6% |
| American Century Stat Allc: Cnsrv R6 American Century · Mutual fund | $595K | 2.1% |
Added 5 funds, dropped 5 funds.
| Fund | Year-end value |
|---|---|
| AddedAmerican Century Stat Allc: Agrsv R6 | $4.5M |
| DroppedMFS Growth Allocation Fund R4 | $4.3M |
| AddedAmerican Century Stat Allc: Mod R6 | $2.5M |
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 71,410 large plans that list their funds in their annual filing. Updated Nov 6, 2026. Shares describe these plans, not the whole market.
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.