Filings through .
Filed December 21, 1992
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 |
|---|---|---|
Filed as: EMPOWER ANNUITY INSURANCE COMPANY O Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $78,288 |
CREATIVE PLANNING LLC3 years Service code 27 5440 W 110TH ST STE 102 · OVERLAND PARK, KS 66211 | Advisory (Plan) | $51,500 |
FORVIS MAZARS, LLP1 year Filed as: FORVIS MAZARS LLP Service code 99 910 E ST. LOUIS ST STE 400 · SPRINGFIELD, MO 65807 | Other Fees | $14,332 |
18 funds of $250K or more; 19 lines in all, holding $106M of the plan's $107M. From the 2025 filing. Recordkeeper: Empower.
| Fund | Dollars | % of funds% |
|---|---|---|
| Fidelity 500 Index Fund Fidelity (FMR) · Mutual fund Index | $25.3M | 24.0% |
| Guaranteed Income Fund Manager not matched · Insurance contract | $13.7M | 13.0% |
| Fidelity International Index Fund Fidelity (FMR) · Mutual fund Index | $10.4M | 9.8% |
| AT Trowe Large Cap Growth T. Rowe Price · Mutual fund | $8.7M | 8.3% |
| Putnam Large Cap Value Trust IA Franklin Templeton · Mutual fund | $7.3M | 6.9% |
| Pooled Separate Accounts Capital Group EP Growth Capital Group · Separate account | $6.8M | 6.4% |
| Principal RE SEC R-6 Principal · Mutual fund | $5.4M | 5.1% |
| Fidelity U.S. Bond Index Fund Fidelity (FMR) · Mutual fund Index | $5.2M | 4.9% |
| Fidelity Mid Cap Index Fund Fidelity (FMR) · Mutual fund Index | $5.1M | 4.8% |
| Small Cap Value Victory Fund Victory Capital · Mutual fund | $3.1M | 2.9% |
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 60,908 large plans that list their funds in their annual filing. Updated Nov 2, 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.