Filings through .
Filed December 30, 1998
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 |
|---|---|---|
Service code 13 · EIN 84-2028419 PO BOX 24628 · KNOXVILLE, TN 37933 | Contract Administrator | $22,878 |
Filed as: PREVAIL INNOVATIVE WEALTH ADV. LLC Service code 27 · EIN 82-1704801 4745 W. 136TH ST. · LEAWOOD, KS 66224 | Advisory (Plan) | $4,242 |
Filed as: EMPOWER ANN. INS. CO OF AMERICA Service code 64 · EIN 84-0467907 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $558 |
9 funds of $250K or more; 17 lines in all, holding $8.8M of the plan's $9.0M. From the 2024 filing. Recordkeeper: Newport Group.
Target-date series: Nuveen Lifecycle Index, mutual fund, 81% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| Nuveen Lifecycle Index TIAA (Nuveen) · Mutual fund Target-date, 11 vintages | $7.1M | 81.0% |
| iShares S&P 500 Index Fund BlackRock · ETF Index | $454K | 5.2% |
| Fidelity Large Cap Growth Index Fund Fidelity (FMR) · Mutual fund Index | $449K | 5.1% |
| Vanguard Mid-Cap Index Fund Vanguard · Mutual fund Index | $124K | 1.4% |
| Vanguard Small-Cap Index Fund Vanguard · Mutual fund Index | $102K | 1.2% |
| Vanguard Developed Markets Index Fund Vanguard · Mutual fund Index | $100K | 1.1% |
| Fideilty Mid-Cap Growth Index Manager not matched · Mutual fund Index | $95K | 1.1% |
| Fidelity Large Cap Value Index Fund Fidelity (FMR) · Mutual fund Index | $77K | 0.9% |
| Vanguard Emerging Markets Stock Index Fund Vanguard · Mutual fund Index | $74K | 0.8% |
| Vanguard Real Estate Index Fund Vanguard · Mutual fund Index | $57K | 0.7% |
Covers 61,314 large plans that list their funds in their annual filing. Updated Nov 2, 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.