Filings through .
Filed October 18, 2004 (most recent of 2 filings on file)
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.
See peer percentile detail with Pro.
Pro shows the percentile for each metric against plans of the same size and industry. Free for 7 days, no card. Then $49 a month. Cancel any time.
| Provider | Service type | Compensation |
|---|---|---|
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $92,480 |
CETERA ADVISOR NETWORKS LLC2 years Filed as: CETERA INVESTMENT ADVISERS LLC Service code 27 200 N PACIFIC COAST HWY STE 1200 · EL SEGUNDO, CA 90245 | Advisory (Plan) | $70,932 |
ARMSTRONG TEASDALE9 years Filed as: ARMSTRONG BANK Service code 99 1111 W BROADWAY · MUSKOGEE, OK 74401 | Other Fees | $23,940 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $7,751 |
26 funds of $250K or more; 19 lines in all, holding $44.4M of the plan's $48.5M. From the 2024 filing. Recordkeeper: Empower.
Target-date series: American Funds Target Date, mutual fund, 32% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| American Funds Target Date Capital Group · Mutual fund Target-date, 10 vintages | $14.1M | 31.8% |
| Empower S&P 500 Index Fund Institutional Class Empower · Mutual fund IndexRecordkeeper's own fund | $7.8M | 17.6% |
| International Growth and Income Fund (R6) Capital Group · Mutual fund | $3.7M | 8.4% |
| Investment Contract with Insurance Company Empower Insurance Key Guaranteed Portfolio Fund Empower · Insurance contract Recordkeeper's own fund | $3.2M | 7.3% |
| Vanguard Small-Cap Index Fund Vanguard · Mutual fund Index | $2.9M | 6.5% |
| AB Large CAP Growth Fund INC Class Z AllianceBernstein · Mutual fund | $2.8M | 6.2% |
| Large Cap Growth/MPS Fund Manager not matched · Insurance contract | $2.0M | 4.6% |
| Vanguard Mid-Cap Index Fund Admiral Shares Vanguard · Mutual fund Index | $1.9M | 4.2% |
| JPMorgan Mid Cap Growth Fund Class R6 JPMorgan · Mutual fund | $1.1M | 2.5% |
| Fidelity Advisor Focused Emerging Mrkt Z Fidelity (FMR) · Mutual fund | $857K | 1.9% |
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.)
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.