Filings through .
Filed January 31, 2005
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 ADVISORY GROUP Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $22,378 |
BENEFIT SOLUTIONS INC1 year Filed as: BENEFIT SOLUTIONS, INC Service code 13 · EIN 51-0439960 1400 SIXTH AVENUE · HUNTINGTON, WV 25701 | Contract Administrator | $4,085 |
Filed as: BAIRD INSURANCE SERVICES Service code 55 777 E WISCONSIN AVE · MILWAUKEE, WI 53201 | Other Commissions | $0 |
3 funds of $250K or more; 15 lines in all, holding $2.4M of the plan's $2.5M. From the 2025 filing. Recordkeeper: Empower.
Target-date series: BlackRock LifePath, mutual fund, 70% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| BlackRock LifePath BlackRock · Mutual fund Target-date, 6 vintages | $1.7M | 69.8% |
| BlackRock LifePath Dynamic Retirement Fund Class K BlackRock · Mutual fund | $272K | 11.4% |
| Mass General Account MassMutual · Insurance contract | $176K | 7.4% |
| MM S&P 500 Index Fund Service Class MassMutual · Money market Index | $62K | 2.6% |
| BlackRock Core Bond Portfolio A BlackRock · Mutual fund Possible retail class A | $45K | 1.9% |
| MassMutual Overseas Fund Service Class MassMutual · Mutual fund Possible retail class Service | $33K | 1.4% |
| Nomura Emerging Markets A Manager not matched · Other | $28K | 1.2% |
| Alger Capital Appreciation Fund Class A Manager not matched · Mutual fund Possible retail class A | $25K | 1.0% |
| MassMutual Diversified Value Fund Service Class MassMutual · Mutual fund | $23K | 1.0% |
| MFS International Intrinsic Equity Fund R3 MFS (Sun Life) · Mutual fund Possible retail class R3 | $16K | 0.7% |
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.
The auditor signed off without reservation. This is the cleanest opinion.