Filings through .
Filed January 20, 1993
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 INSUR CO OF AMERICA Service code 64 8515 EAST ORCHARD RD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $34,136 |
KPP ADVISORY SERVICES3 years Service code 27 9300 SHELBYVILLE ROAD, SUITE 1310 · LOUISVILLE, KY 40222 | Advisory (Plan) | $19,200 |
VOYA FINANCIAL ADVISORS INC5 years Filed as: RETIREMENT MANAGEMENT SERVICES LLC Service code 13 · EIN 31-1560462 | Contract Administrator | $16,354 |
23 funds of $250K or more; 22 lines in all, holding $22.9M of the plan's $23.8M. From the 2024 filing. Recordkeeper: Empower.
Target-date series: American Funds Target Date, mutual fund, 43% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| American Funds Target Date Capital Group · Mutual fund Target-date, 9 vintages | $9.8M | 42.7% |
| Vanguard 500 Index Fund Vanguard · Mutual fund Index | $3.0M | 13.0% |
| JPMorgan Large Cap Growth Fund Class R6 JPMorgan · Mutual fund | $1.3M | 5.5% |
| Vanguard Mid-Cap Index Fund Vanguard · Mutual fund Index | $1.2M | 5.0% |
| JPMorgan U.S. Equity Fund Class R6 JPMorgan · Mutual fund | $1.1M | 4.8% |
| U.S. Small Cap Portfolio - Institutional Class Dimensional · Mutual fund | $961K | 4.2% |
| American Funds New Prspctve Fd Capital Group · Mutual fund | $905K | 4.0% |
| Amer Funds Wash Mutl Invs Fund Capital Group · Mutual fund | $661K | 2.9% |
| MassMutual Guaranteed Interest Account MassMutual · Insurance contract | $587K | 2.6% |
| IShares Mscieafe International Index BlackRock · ETF Index | $530K | 2.3% |
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.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.