Filings through .
Filed September 2, 2008
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 INSURANCE COMPANY Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $52,766 |
HANCOCK WHITNEY BANK2 years Service code 27 2510 14TH ST · GULFPORT, MS 39501 | Advisory (Plan) | $24,472 |
EMPOWER ADVISORY GROUP, LLC3 years Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $6,062 |
16 funds of $250K or more; 18 lines in all, holding $43.4M of the plan's $51.5M. From the 2025 filing. Recordkeeper: Empower.
| Fund | Dollars | % of funds% |
|---|---|---|
| Vanguard 500 Index Fund Admiral Shares Vanguard · Mutual fund Index | $7.4M | 17.0% |
| Flexpath Index Moderate Retirement R1 Manager not matched · Collective trust Index | $6.2M | 14.2% |
| Pioneer Fundamental Growth Fund: Class K Victory Capital · Mutual fund | $3.6M | 8.2% |
| Vanguard Small-Cap Index Fund Admiral Shares Vanguard · Mutual fund Index | $3.5M | 8.1% |
| Flexpath Index Mod 2045 R1 Manager not matched · Collective trust Index | $2.9M | 6.8% |
| BlackRock Total Return Fund Institutional BlackRock · Mutual fund | $2.9M | 6.7% |
| Maturity Date, Rate of Interest, Collateral, Par Capital Group · Mutual fund | $2.8M | 6.5% |
| Vanguard Institutional Total Stock Market Index Fund (Admiral) Vanguard · Mutual fund Index | $2.8M | 6.4% |
| flexPATH Index Moderate 2035 Fund Class R1 Manager not matched · Collective trust Index | $2.3M | 5.4% |
| American Funds Washington Mutual R6 Capital Group · Mutual fund | $2.1M | 4.8% |
Added 3 funds, dropped 2 funds. Moved to another target-date series. Changed share class on 1 fund.
| Fund | Year-end value |
|---|---|
| Target-date switchMassMutual Select T. Rowe - 2030 Fund to Flexpath Index Mod 2045 R1 | $14.7M to $7.1M |
| AddedFlexpath Index Moderate Retirement R1 | $6.2M |
| Share class changePioneer Fundamental Growth Fund: Class A to Pioneer Fundamental Growth Fund: Class K | $3.3M to $3.6M |
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 61,314 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.)
Annual investment return is in the bottom quintile of the peer cohort.
Assets per participant exceed $250,000 - top-decile high-value plan.
The auditor signed off without reservation. This is the cleanest opinion.