Filings through .
Filed November 24, 2000
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 |
|---|---|---|
FROST BANK3 years Service code 27 100 W HOUSTON ST · SAN ANTONIO, TX 782051414 | Advisory (Plan) | $23,767 |
EMPOWER ADVISORY GROUP, LLC3 years Filed as: EMPOWER ANNUITY INSURANCE COMPANY O Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $22,265 |
BONADIO & CO., LLP2 years Filed as: BONADIO & CO LLP Service code 10 171 SULLY'S TRAIL · PITTSFORD, NY 14534 | Accounting | $12,700 |
Filed as: ALLIANT INSURANCE SERVICES INC DBA Service code 99 101 PARK AVE 14TH FL · NEW YORK, NY 10178 | Other Fees | $10,450 |
Service code 99 16666 BARKER SPRINGS RD · HOUSTON, TX 77084 | Other Fees | $8,050 |
EMPOWER ADVISORY GROUP, LLC2 years Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $3,272 |
13 funds of $250K or more; 14 lines in all, holding $15.4M of the plan's $15.7M. From the 2024 filing. Recordkeeper: Empower.
Target-date series: T. Rowe Price Retirement Blend, collective trust, 22% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| T. Rowe Price Retirement Blend T. Rowe Price · Collective trust Target-date, 11 vintages | $3.4M | 21.9% |
| JP Morgan Large Cap Growth JPMorgan · Separate account | $3.3M | 21.4% |
| Fidelity 500 Index Fund Fidelity (FMR) · Mutual fund Index | $2.7M | 17.6% |
| American Balanced Fund Class R-6 Capital Group · Mutual fund | $1.3M | 8.7% |
| Federated Hermes MDT Mid Cap Growth Fund Class R6 Shares Federated Hermes · Mutual fund | $983K | 6.4% |
| Putnam Stable Value Fund Franklin Templeton · Stable value Stable value | $894K | 5.8% |
| Bond Fund OF America Class R-6 Capital Group · Mutual fund | $888K | 5.8% |
| Small CAP Growth Fund R6 Class American Century · Mutual fund | $652K | 4.2% |
| International Blend II (MFS) MFS (Sun Life) · Separate account | $635K | 4.1% |
| U.S. Targeted Value Portfolio - Institutional Class Dimensional · Mutual fund | $387K | 2.5% |
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.
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.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.