Filings through .
Filed March 16, 1998
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 |
|---|---|---|
FIDELITY INVESTMENTS INSTITUTIONAL11+ years Service code 37 · EIN 04-2647786 | Loan Processing | $38,280 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY O Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $11,400 |
Service code 27 PO BOX 735399 · DALLAS, TX 753735399 | Advisory (Plan) | $10,300 |
Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $22 |
13 funds of $250K or more; 20 lines in all, holding $19.9M of the plan's $21.2M. From the 2025 filing. Recordkeeper: Empower.
Target-date series: American Funds Target Date, mutual fund, 66% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| American Funds Target Date Capital Group · Mutual fund Target-date, 13 vintages | $13.0M | 65.5% |
| Fidelity Advisor Stable Value Portfolio - Class I Collective trust Fidelity (FMR) · Stable value Stable value | $2.2M | 11.0% |
| Fidelity 500 Index Fund Fidelity (FMR) · Mutual fund Index | $1.4M | 7.3% |
| Fidelity U.S. Bond Index Fund Fidelity (FMR) · Mutual fund Index | $1.3M | 6.6% |
| Pgim Total Return Bond Fund Class R6 Prudential (PGIM) · Mutual fund | $426K | 2.1% |
| MFS International Intrinsic Equity Fund R6 MFS (Sun Life) · Mutual fund | $269K | 1.4% |
| PIMCO Income Fund Institutional PIMCO (Allianz) · Mutual fund | $245K | 1.2% |
| Fidelity Balanced K6 Fund Fidelity (FMR) · Mutual fund | $182K | 0.9% |
| JPMorgan Large Cap Growth Fund Class R6 JPMorgan · Mutual fund | $141K | 0.7% |
| Pgim High Yield Fund Class R6 Prudential (PGIM) · Mutual fund | $140K | 0.7% |
Added 2 funds, dropped 2 funds. Changed share class on 1 fund.
| Fund | Year-end value |
|---|---|
| Share class changeAmerican Funds Target Date 2025 Fund to American Funds 2035 Target Date Retirement Fund Class R-6 | $11.2M to $13.0M |
| DroppedFA Balanced I | $875K |
| AddedPgim Total Return Bond Fund Class R6 | $426K |
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 71,410 large plans that list their funds in their annual filing. Updated Nov 6, 2026. Shares describe these plans, not the whole market.
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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.