Filings through .
Filed August 21, 2017
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 · EIN 84-0467907 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $49,970 |
Filed as: THE ANGELL PENSION GROUP INC Service code 13 · EIN 04-2530412 88 BOYD AVENUE · EAST PROVIDENCE, RI 02914 | Contract Administrator | $29,190 |
LPL FINANCIAL8 years Service code 27 · EIN 95-2834239 PO BOX 502533 · SAN DIEGO, CA 921502533 | Advisory (Plan) | $28,558 |
EMPOWER ADVISORY GROUP, LLC4 years Filed as: EMPOWER ADVISORY GROUP Service code 28 · EIN 84-0532243 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $25,739 |
14 funds of $250K or more; 11 lines in all, holding $31.1M of the plan's $31.5M. From the 2025 filing. Recordkeeper: Empower.
Target-date series: Nuveen Lifecycle Index, mutual fund, 55% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| Nuveen Lifecycle Index TIAA (Nuveen) · Mutual fund Target-date, 6 vintages | $17.0M | 54.7% |
| Vanguard 500 Index Fund Admiral Shares Vanguard · Mutual fund Index | $4.3M | 13.7% |
| Vanguard Total Stock Market Index Fund Admiral Shares Vanguard · Mutual fund Index | $3.3M | 10.6% |
| Vanguard Developed Markets Index Fund Admiral Shares Vanguard · Mutual fund Index | $1.4M | 4.3% |
| Vanguard Balanced Index Fund Admiral Shares Vanguard · Mutual fund Index | $1.2M | 3.8% |
| Vanguard Small-Cap Index Fund Admiral Shares Vanguard · Mutual fund Index | $1.1M | 3.4% |
| Key Guaranteed Portfolio Fund Manager not matched · Insurance contract | $784K | 2.5% |
| Vanguard Mid-Cap Index Fund Admiral Shares Vanguard · Mutual fund Index | $720K | 2.3% |
| Fidelity U.S. Bond Index Fund Fidelity (FMR) · Mutual fund Index | $687K | 2.2% |
| Collateral, Value Cost Value Nuveen Lif TIAA (Nuveen) · Mutual fund | $583K | 1.9% |
Added 1 fund, dropped 1 fund.
| Fund | Year-end value |
|---|---|
| AddedCollateral, Value Cost Value Nuveen Lif | $583K |
| DroppedLessor or Similar Party Collateral, Value Cost | $499K |
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 71,097 large plans that list their funds in their annual filing. Updated Nov 3, 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.)
The auditor signed off without reservation. This is the cleanest opinion.