Filings through .
Filed March 10, 2015 (most recent of 2 filings on file)
Street address, email and phone are on Pro, free for 7 days.
Total covered: 10 employees
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| Provider | Service type | Compensation |
|---|---|---|
Service code 53 | Insurance Commissions | $27,399 |
Filed as: EMPOWER ANNUITY INSURANCE CO. Service code 64 8515 EAST ORCHARD RD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $6,248 |
Filed as: DAVID G LEONARD & ASSOC. INC. Service code 13 · EIN 20-8305664 1237 N FEDERAL HWY · DELRAY BEACH, FL 33483 | Contract Administrator | $3,900 |
Filed as: EMPOWER ADVISORY GROUP Service code 28 8515 EAST ORCHARD RD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $592 |
AMERIPRISE FINANCIAL SERVICES INC10+ years Filed as: AMERIPRISE FINANCIAL SERVICES INC. Service code 55 · EIN 41-0973005 70100 AMERIPRISE FINANCIAL CENTER · MINNEAPOLIS, MN 55474 | Other Commissions | $0 |
Filed as: DAVID G. LEONARD & ASSOCIATES Service code 13 | Contract Administrator | $0 |
11 funds of $250K or more; 64 lines in all, holding $9.0M of the plan's $9.2M. From the 2024 filing. Recordkeeper: Empower.
| Fund | Dollars | % of funds% |
|---|---|---|
| MassMutual MM RetireSMART 2030 Fund MassMutual · Money market | $1.4M | 15.6% |
| MassMutual MM RetireSMART 2025 Fund MassMutual · Money market | $1.0M | 11.5% |
| MassMutual MM RetireSMART 2035 Fund MassMutual · Money market | $742K | 8.2% |
| MassMutual MM RetireSMART 60/40 Allocation Fund MassMutual · Money market | $479K | 5.3% |
| MassMutual MM RetireSMART 2040 Fund MassMutual · Money market | $468K | 5.2% |
| MassMutual MM RetireSMART 20/80 Allocation Fund MassMutual · Money market | $466K | 5.2% |
| Fixed Account Plus Manager not matched · Insurance contract | $458K | 5.1% |
| MassMutual MM RetireSMART 2050 Fund MassMutual · Money market | $442K | 4.9% |
| MassMutual Guaranteed Interest Account MassMutual · Insurance contract | $438K | 4.8% |
| MassMutual MM RetireSMART 2045 Fund MassMutual · Money market | $357K | 3.9% |
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.