Filings through .
Filed October 30, 2008 (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 |
|---|---|---|
MARSH & MCLENNAN AGENCY LLC5 years Filed as: MMA SECURITIES LLC Service code 27 PO BOX 9497 · NEW YORK, NY 10087 | Advisory (Plan) | $57,695 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $49,575 |
16 funds hold $77.6M of the plan's $78.2M. From the 2025 filing. Recordkeeper: Empower.
| Fund | Dollars | % of funds% |
|---|---|---|
| Vanguard 500 Index Fund Admiral Shares Vanguard · Mutual fund Index | $12.3M | 15.9% |
| Group Annuity Contract Empower Annuity Insurance Company Principal · Insurance contract | $11.0M | 14.2% |
| Nuveen Large Cap Growth Fund Class I TIAA (Nuveen) · Mutual fund | $10.1M | 13.1% |
| Federated Hermes Return Bond R6 Federated Hermes · Mutual fund | $7.3M | 9.4% |
| Vanguard Inter Growth Fund Admi Vanguard · Mutual fund | $5.7M | 7.3% |
| DFA US Dimensional · Mutual fund | $5.2M | 6.7% |
| American Funds Capital Group · Mutual fund | $4.9M | 6.3% |
| VAL Instl 3 Manager not matched · Other | $4.6M | 6.0% |
| Invesco Discovery Mcg R6 Invesco · Mutual fund | $4.4M | 5.7% |
| Vanguard Small-Cap Value Index Fund Admiral Shares Vanguard · Mutual fund | $3.2M | 4.2% |
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.
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.