Filings through .
Filed August 27, 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 |
|---|---|---|
EMPOWER ADVISORY GROUP, LLC2 years Filed as: EMPOWER ANNUITY INSURANCE CO OF AME Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $9,074 |
WELLS FARGO BANK, N.A.5 years Filed as: WELLS FARGO ADVISORS FIN NET LLC Service code 27 · EIN 48-1305000 | Advisory (Plan) | $8,243 |
ASCENSUS LLC1 year Filed as: FUTUREPLAN BY ASCENSUS Service code 13 PO BOX 734602 · CHICAGO, IL 606734602 | Contract Administrator | $4,899 |
Filed as: LINCOLN NATIONAL CORPORATION Service code 13 · EIN 35-1140070 | Contract Administrator | $875 |
41 funds hold $1.5M of the plan's $4.5M. From the 2025 filing. Recordkeeper: Empower.
| Fund | Dollars | % of funds% |
|---|---|---|
| MM S&P 500 Index Fund (Northern Trust) Northern Trust · Money market Index | $230K | 15.5% |
| Investment contracts with insurance companies Lincoln National Life Insurance Company Lincoln Financial · Insurance contract | $228K | 15.4% |
| Empower Guaranteed Interest Account Empower · Insurance contract Recordkeeper's own fund | $140K | 9.4% |
| Empower MM Core Bond Fund Empower · Money market Recordkeeper's own fund | $116K | 7.8% |
| Lincoln Lvip Mid Cap Value Fund Lincoln Financial · Insurance contract | $83K | 5.6% |
| American Funds Growth Portfolio Capital Group · Mutual fund | $74K | 5.0% |
| Lvip SSgA S&P 500 Index State Street (SSgA) · Insurance contract Index | $65K | 4.4% |
| Fidelity Advsr Strat Incm Fund Fidelity (FMR) · Mutual fund | $60K | 4.1% |
| Lincoln Lvip Macquire Social Awareness Fund Lincoln Financial · Insurance contract | $46K | 3.1% |
| Fidelity Advsr New Insights Fund Fidelity (FMR) · Mutual fund | $42K | 2.8% |
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.
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.