Filings through .
Filed April 30, 2013
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 | $251,809 |
EMPOWER ADVISORY GROUP, LLC4 years Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $73,073 |
PNC BANK, N.A.2 years Filed as: PNC BANK NA Service code 27 1900 E 9TH ST · CLEVELAND, OH 44114 | Advisory (Plan) | $48,969 |
EISNERAMPER LLP1 year Service code 10 PO BOX 360635 · PITTSBURGH, PA 152516635 | Accounting | $20,475 |
25 funds of $250K or more; 20 lines in all, holding $66.9M of the plan's $69.2M. From the 2024 filing. Recordkeeper: Empower.
Target-date series: American Funds Target Date, mutual fund, 32% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| American Funds Target Date Capital Group · Mutual fund Target-date, 11 vintages | $21.6M | 32.2% |
| Ishares S&P 500 Index FD CL K BlackRock · Collective trust Index | $14.0M | 20.9% |
| JPMorgan Large Cap Growth Fund Class R6 JPMorgan · Mutual fund | $5.4M | 8.1% |
| JPMorgan Equity Income Fund Class R6 JPMorgan · Mutual fund | $4.1M | 6.1% |
| Fidelity International Index Fund Fidelity (FMR) · Mutual fund Index | $3.4M | 5.1% |
| Allspring Core Bond Fund Class R6 Allspring · Mutual fund | $3.2M | 4.8% |
| NEW World Fund INC Class R-6 Capital Group · Mutual fund | $2.4M | 3.5% |
| JPMorgan Mid Cap Growth Fund Class R6 JPMorgan · Mutual fund | $1.9M | 2.8% |
| Small CAP Growth Fund R6 Class American Century · Mutual fund | $1.8M | 2.7% |
| Allspring Special Mid Cap Value Fund Class R6 Allspring · Mutual fund | $1.4M | 2.1% |
Covers 71,410 large plans that list their funds in their annual filing. Updated Nov 6, 2026. Shares describe these plans, not the whole market.
Annual investment return is in the bottom quintile of the peer cohort.
Plan appears closed to new enrollment or frozen - balance-holders far exceed active participants, or the plan reports active distributions with no inflows. Exclude from peer benchmarks.
Plan reported a final filing / termination within the last year.
The auditor signed off without reservation. This is the cleanest opinion.