Filings through .
Filed October 18, 2004
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: RAYMOND JAMES FINANCIAL SERVICES AD Service code 27 · EIN 59-2937883 | Advisory (Plan) | $78,566 |
Filed as: RETIREMENT PLAN ADMINISTRATORS, LLC Service code 13 · EIN 58-2365498 | Contract Administrator | $36,292 |
EMPOWER ADVISORY GROUP, LLC3 years Filed as: EMPOWER ANNUITY INSURANCE COMPANY Service code 64 · EIN 84-0467907 | Recordkeeping Fees | $0 |
21 funds of $250K or more; 23 lines in all, holding $39.1M of the plan's $41.2M. From the 2025 filing. Recordkeeper: Empower.
Target-date series: American Funds Target Date, mutual fund, 11% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| Growth Fund OF America Capital Group · Mutual fund | $4.4M | 11.2% |
| American Funds Target Date Capital Group · Mutual fund Target-date, 4 vintages | $4.2M | 10.7% |
| Franklin Rising Dividends Fund Franklin Templeton · Mutual fund | $3.9M | 10.0% |
| MM S&P 500(R) Index Manager not matched · Money market Index | $3.9M | 10.0% |
| Separate Account Guaranteed Interest Contract Diversified Bond Manager not matched · Insurance contract | $3.8M | 9.7% |
| Eupac Fund Capital Group · Mutual fund | $3.7M | 9.6% |
| MFS Value Fund MFS (Sun Life) · Mutual fund | $2.9M | 7.4% |
| Goldman Sachs Absolute Return Tracker Fund Goldman Sachs · Mutual fund | $2.3M | 6.0% |
| Eaton Vance Atlanta Capital Smid-Cap Fund Morgan Stanley · Mutual fund | $1.9M | 4.8% |
| PIMCO Total Return Fund PIMCO (Allianz) · Mutual fund | $1.4M | 3.6% |
No lineup changes between the 2024 and 2025 filings.
Stable value and insurance contract lines, renames and class changes are not counted.
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.
Annual investment return is in the bottom quintile of the peer cohort.
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.