Filings through .
Filed August 8, 2006
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: EMPOWER ANNUITY INS. CO. OF AMERICA Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $47,589 |
Filed as: BLUE RIDGE ESOP ASSOCIATES Service code 13 · EIN 13-4238973 | Contract Administrator | $31,147 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $3,104 |
24 funds of $250K or more; 18 lines in all, holding $65.4M of the plan's $68.5M. From the 2024 filing. Recordkeeper: Empower.
Target-date series: Vanguard Target Retirement, mutual fund, 42% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| Vanguard Target Retirement Vanguard · Mutual fund Target-date, 11 vintages | $27.5M | 42.1% |
| MassMutual Guaranteed Interest Account MassMutual · Insurance contract | $7.2M | 11.0% |
| DFA US Large Comp Instl Indx Port Dimensional · Mutual fund Index | $5.4M | 8.3% |
| Harbor Capital Appreciation Instl Harbor Capital · Other | $4.9M | 7.5% |
| Vanguard Fed Money Market Investment Fund Vanguard · Money market | $3.8M | 5.8% |
| Vanguard Equity Income Fund Investor Shares Vanguard · Mutual fund | $3.7M | 5.7% |
| Oppenheimer Global I Invesco · Other | $2.7M | 4.1% |
| Vanguard Mid-Cap Index Fund Institutional Shares Vanguard · Mutual fund Index | $2.6M | 3.9% |
| MassMutual Total Rtrn Bnd Fd MassMutual · Mutual fund | $1.9M | 2.9% |
| U.S. Small Cap Portfolio - Institutional Class Dimensional · Mutual fund | $1.4M | 2.1% |
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.
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.