Filings through .
Filed November 29, 2013 (most recent of 2 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 |
|---|---|---|
MARINER LLC1 year Filed as: MWA HOLDCO LLC DBA MARINER LLC Service code 27 5700 W 112TH ST STE 500 · OVERLAND PARK, KS 66211 | Advisory (Plan) | $15,113 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY O Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $11,890 |
8 funds of $250K or more; 18 lines in all, holding $8.0M of the plan's $8.0M. From the 2024 filing. Recordkeeper: Empower.
Target-date series: American Funds Target Date, mutual fund, 57% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| American Funds Target Date Capital Group · Mutual fund Target-date, 11 vintages | $4.6M | 57.0% |
| Fidelity 500 Index Fund Fidelity (FMR) · Mutual fund Index | $1.1M | 13.7% |
| T. Rowe Price Large-Cap Growth Fund T. Rowe Price · Mutual fund | $466K | 5.8% |
| Eupac Fund Capital Group · Mutual fund | $320K | 4.0% |
| Fidelity Small Cap Index Fund Fidelity (FMR) · Mutual fund Index | $226K | 2.8% |
| MFS Value Fund MFS (Sun Life) · Mutual fund | $219K | 2.7% |
| New Perspective Fund Capital Group · Mutual fund | $192K | 2.4% |
| Invesco Discovery Mid Cap Growth Fund Invesco · Mutual fund | $186K | 2.3% |
| Fixed Account Empower · Insurance contract Recordkeeper's own fund | $166K | 2.1% |
| New World Fund Inc Capital Group · Mutual fund | $151K | 1.9% |
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.
The auditor signed off without reservation. This is the cleanest opinion.