Filings through .
Filed December 30, 1996
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: AMERIPRISE FINANCIAL Service code 27 50082 AMERIPRISE FINANCIAL CENTER · MINNEAPOLIS, MN 55474 | Advisory (Plan) | $55,781 |
ASCENSUS LLC8 years Service code 15 · EIN 11-3665754 | Recordkeeping | $43,694 |
21 funds of $250K or more; 20 lines in all, holding $34.8M of the plan's $35.5M. From the 2025 filing. Recordkeeper: Ascensus.
Target-date series: Nuveen Lifecycle Index, mutual fund, 9% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| iShares S&P 500 Index Fund BlackRock · ETF Index | $7.2M | 20.6% |
| Franklin Rising Dividends Fund Franklin Templeton · Mutual fund | $4.5M | 12.8% |
| Nuveen Lifecycle Index TIAA (Nuveen) · Mutual fund Target-date, 10 vintages | $3.0M | 8.7% |
| Value Collective Trust Fund: Morel Manager not matched · Collective trust | $3.0M | 8.6% |
| Franklin Growth Fund Franklin Templeton · Mutual fund | $2.7M | 7.8% |
| Columbia Mid Cap Index Fund Ameriprise (Columbia Threadneedle) · Mutual fund Index | $2.3M | 6.7% |
| Eaton Vance Large Cap Growth Fund Morgan Stanley · Mutual fund | $1.8M | 5.3% |
| Invesco Main Street Mid Cap Fund Invesco · Mutual fund | $1.7M | 4.9% |
| Invesco International Growth Fund Invesco · Mutual fund | $1.7M | 4.8% |
| Invesco Discovery Fund Invesco · Mutual fund | $1.1M | 3.3% |
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.
The auditor signed off without reservation. This is the cleanest opinion.