Filings through .
Filed September 24, 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 |
|---|---|---|
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 | $94,946 |
Service code 13 12 GILL ST STE 2600 · WOBURN, MA 01801 | Contract Administrator | $11,531 |
23 funds of $250K or more; 17 lines in all, holding $99.8M of the plan's $100M. From the 2025 filing. Recordkeeper: Empower.
Target-date series: T. Rowe Price Retirement Blend, collective trust, 13% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| NT S&P 500 Index Fund Northern Trust · Collective trust Index | $29.1M | 29.2% |
| Drive Balanced Fund Manager not matched · Collective trust | $21.7M | 21.8% |
| T. Rowe Price Retirement Blend T. Rowe Price · Collective trust Target-date, 11 vintages | $12.5M | 12.6% |
| Northern Trust S&P 400 Index Fund Northern Trust · Collective trust Index | $8.6M | 8.6% |
| Drive Income Fund Manager not matched · Collective trust | $5.8M | 5.8% |
| Fidelity Total Bond Fund Fidelity (FMR) · Mutual fund | $3.5M | 3.5% |
| NT Aggregate Bond Index Fund Northern Trust · Collective trust Index | $3.0M | 3.0% |
| NT Collective Russell R2000 Index Fund Northern Trust · Collective trust Index | $3.0M | 3.0% |
| Eupac Fund Capital Group · Mutual fund | $2.8M | 2.8% |
| Ntgi ACWI Ex US Northern Trust · Collective trust | $2.5M | 2.5% |
Added 1 fund.
| Fund | Year-end value |
|---|---|
| AddedNT Collective Russell R | $1.5M |
Stable value and insurance contract lines, renames and class changes are not counted. Left out here: 1 rename.
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 71,097 large plans that list their funds in their annual filing. Updated Nov 3, 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.)
Plan reported corrective distributions (failed ADP/ACP testing).
Assets per participant exceed $250,000 - top-decile high-value plan.
The auditor signed off without reservation. This is the cleanest opinion.