Filings through .
Filed April 15, 2014
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 |
|---|---|---|
Service code 27 6065 MAGAZINE ST · NEW ORLEANS, LA 70118 | Advisory (Plan) | $6,293 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY O Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $2,848 |
LPL FINANCIAL1 year Service code 27 PO BOX 502533 · SAN DIEGO, CA 92150 | Advisory (Plan) | $2,236 |
5 funds of $250K or more; 19 lines in all, holding $5.0M of the plan's $5.0M. From the 2025 filing. Recordkeeper: Empower.
Target-date series: Nuveen Lifecycle Index, mutual fund, 41% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| Nuveen Lifecycle Index TIAA (Nuveen) · Mutual fund Target-date, 11 vintages | $2.1M | 41.2% |
| Fidelity Advisor Equity Growth Fund Class Z Fidelity (FMR) · Mutual fund | $625K | 12.5% |
| American Funds American Mutual R6 Capital Group · Mutual fund | $441K | 8.8% |
| Insurance Company General Account Empower Annuity Insurance Company OF America - Guaranteed Interest Account Empower · Insurance contract Recordkeeper's own fund | $323K | 6.5% |
| NEW World Fund INC Class R-6 Capital Group · Mutual fund | $274K | 5.5% |
| U.S. Small Cap Growth Portfolio Institutional Class Dimensional · Mutual fund | $183K | 3.7% |
| American Funds Multi-Sector Income Fund Class R-6 Capital Group · Mutual fund | $169K | 3.4% |
| American Funds American Hi Inc Trust R6 Capital Group · Collective trust | $164K | 3.3% |
| Large Cap International Portfolio - Institutional Class Dimensional · Mutual fund | $141K | 2.8% |
| American Funds Bond Fund of Amer R6 Capital Group · Mutual fund | $134K | 2.7% |
Added 3 funds, dropped 3 funds.
| Fund | Year-end value |
|---|---|
| AddedFidelity Advisor Equity Growth Fund Class Z | $625K |
| DroppedMFS Value Fund R6 | $516K |
| AddedAmerican Funds American Mutual R6 | $441K |
Stable value and insurance contract lines, renames and class changes are not counted. Left out here: 1 stable value or insurance line.
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.
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
The auditor signed off without reservation. This is the cleanest opinion.