Filings through .
Filed March 26, 2007
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 |
|---|---|---|
EMPOWER ADVISORY GROUP, LLC4 years Filed as: EMPOWER ANNUITY INSURANCE COMPANY O Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $341,055 |
MERCER4 years Filed as: MERCER (US) INC MERCER INVESTMENTS Service code 16 21875 NETWORK PLACE · CHICAGO, IL 60673 | Consulting | $277,073 |
EMPOWER ADVISORY GROUP, LLC3 years Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $33,062 |
CLIFTONLARSONALLEN LLP3 years Filed as: CLIFTON LARSONALLEN, LLP Service code 10 P.O. BOX 829709 · PHILADELPHIA, PA 19182 | Accounting | $15,225 |
BFC FORMS SERVICE INC1 year Service code 99 1051 N KIRK RD · BATAVIA, IL 60510 | Other Fees | $11,631 |
17 funds of $250K or more; 8 lines in all, holding $168M of the plan's $178M. From the 2024 filing. Recordkeeper: Empower.
Target-date series: SSgA Target Retirement, mutual fund, 86% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| SSgA Target Retirement State Street (SSgA) · Mutual fund Target-date, 11 vintages | $144M | 85.8% |
| State Street S&P 500 Index Fund Class N State Street (SSgA) · Mutual fund Index | $11.4M | 6.8% |
| Invesco Stable Value Fund Invesco · Insurance contract | $7.1M | 4.3% |
| State Street Russell Small/Mid Cap Stock State Street (SSgA) · Mutual fund | $1.7M | 1.0% |
| SSgA Glb All Cap EQ State Street (SSgA) · Mutual fund | $1.5M | 0.9% |
| Ssga US Bond Index State Street (SSgA) · Mutual fund Index | $1.3M | 0.7% |
| Cost value Common/Collective Manager not matched · Collective trust | $645K | 0.4% |
| Blackrock Multi-Asset Income Portfolio BlackRock · Mutual fund | $219K | 0.1% |
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.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
The auditor signed off without reservation. This is the cleanest opinion.