Filings through .
Filed January 19, 2017
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 |
|---|---|---|
LPL FINANCIAL10+ years Service code 27 PO BOX 502533 · SAN DIEGO, CA 92150 | Advisory (Plan) | $33,562 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY O Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $32,848 |
Service code 10 1113 BETHEL ST · HOPKINSVILLE, KY 422402051 | Accounting | $11,500 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $2,835 |
REED SMITH LLP11+ years Filed as: REED & CO OF MAYFIELD PSC Service code 10 101 N 7TH ST STE 4 · MAYFIELD, KY 42066 | Accounting | $2,797 |
15 funds of $250K or more; 19 lines in all, holding $31.1M of the plan's $31.4M. From the 2025 filing. Recordkeeper: Empower.
Target-date series: American Funds Target Date, other, 81% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| American Funds Target Date Capital Group · Insurance contract Target-date, 11 vintages | $25.2M | 81.0% |
| Great-West Key Guaranteed Portfolio Fund Empower · Insurance contract Recordkeeper's own fund | $1.8M | 5.8% |
| Harbor Capital Appreciation Retirement Harbor Capital · Insurance contract | $1.8M | 5.7% |
| Vanguard 500 Index Investor Vanguard · Insurance contract Index | $711K | 2.3% |
| American Funds Europacific Gr R6 Capital Group · Insurance contract | $362K | 1.2% |
| Vanguard Small Cap Index Admiral Vanguard · Insurance contract Index | $323K | 1.0% |
| Great-West T. Rowe Price Mid Cap Gr Inst T. Rowe Price · Insurance contract | $203K | 0.7% |
| Franklin Small Cap Growth R6 Franklin Templeton · Insurance contract | $181K | 0.6% |
| MFS Value R6 MFS (Sun Life) · Insurance contract | $163K | 0.5% |
| JPMorgan Disciplined Equity L JPMorgan · Insurance contract | $124K | 0.4% |
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 60,908 large plans that list their funds in their annual filing. Updated Nov 2, 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).
The auditor signed off without reservation. This is the cleanest opinion.