Filings through .
Filed November 21, 2019
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: COMMONWEALTH EQUITY SERVICES LLC DB Service code 27 29 SAWYER RD · WALTHAM, MA 024533483 | Advisory (Plan) | $19,258 |
EMPOWER ADVISORY GROUP, LLC4 years Filed as: EMPOWER ANNUITY INSURANCE COMPANY O Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $15,589 |
EMPOWER ADVISORY GROUP, LLC4 years Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $7,970 |
13 funds of $250K or more; 16 lines in all, holding $10.1M of the plan's $10.1M. From the 2024 filing. Recordkeeper: Empower.
Target-date series: T. Rowe Price Retirement, mutual fund, 38% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| T. Rowe Price Retirement T. Rowe Price · Mutual fund Target-date, 9 vintages | $3.8M | 37.9% |
| Fidelity 500 Index Fund Fidelity (FMR) · Mutual fund Index | $2.1M | 20.5% |
| EI Fixed Account - Series Class I Manager not matched · Insurance contract | $986K | 9.8% |
| Western Asset Core Plus Bond Fund Franklin Templeton · Mutual fund | $646K | 6.4% |
| Alger Focus Equity Fund Manager not matched · Mutual fund | $523K | 5.2% |
| MID CAP Value Fund R6 Class American Century · Mutual fund | $340K | 3.4% |
| Fidelity International Index Fund Fidelity (FMR) · Mutual fund Index | $323K | 3.2% |
| Blackrock Mid Cap Growth Equity Portfolio BlackRock · Mutual fund | $299K | 3.0% |
| Fidelity Small Cap Index Fund Fidelity (FMR) · Mutual fund Index | $236K | 2.3% |
| Fidelity Advisor Large Cap Fund Class Z Fidelity (FMR) · Mutual fund | $162K | 1.6% |
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.
Annual investment return is in the bottom quintile of the peer cohort.
Plan appears closed to new enrollment or frozen - balance-holders far exceed active participants, or the plan reports active distributions with no inflows. Exclude from peer benchmarks.
Plan reported a final filing / termination within the last year.
The auditor signed off without reservation. This is the cleanest opinion.