Filings through .
Filed December 26, 1991
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 |
|---|---|---|
TPG FINANCIAL ADVISORS, LLC8 years Filed as: TPG FINANCIAL ADVISORS LLC Service code 27 · EIN 20-5282002 11850 SW 67TH AVE · PORTLAND, OR 97223 | Advisory (Plan) | $18,912 |
PREMIER RETIREMENT PARTNERS3 years Filed as: PREMIER RETIREMENT SERVICES, INC. Service code 13 · EIN 93-1327877 1109 SW 1ST AVENUE · CANBY, OR 97013 | Contract Administrator | $17,942 |
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 | $17,143 |
EMPOWER ADVISORY GROUP, LLC4 years Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $16,993 |
24 funds of $250K or more; 18 lines in all, holding $23.8M of the plan's $24.4M. From the 2025 filing. Recordkeeper: Empower.
Target-date series: Vanguard Target Retirement, mutual fund, 39% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| Vanguard Target Retirement Vanguard · Mutual fund Target-date, 11 vintages | $9.3M | 39.2% |
| Pooled separate accounts Empower S&P 500 Index Separate Acct (IS) Empower · Separate account IndexRecordkeeper's own fund | $3.6M | 15.3% |
| JPMorgan Large Cap Growth Fund Class R6 JPMorgan · Mutual fund | $2.3M | 9.9% |
| NEW World Fund INC Class R-6 Capital Group · Mutual fund | $1.6M | 6.6% |
| NEW Perspective Fund Class R-6 Capital Group · Mutual fund | $913K | 3.8% |
| e) Registered investment companies Amer Manager not matched · Other | $886K | 3.7% |
| Vanguard Windsor II Fund Admiral Shares Vanguard · Mutual fund | $883K | 3.7% |
| Unallocated insurance contracts Key Guaranteed Portfolio Fund Manager not matched · Insurance contract | $791K | 3.3% |
| Vanguard Developed Markets Index Fund Admiral Shares Vanguard · Mutual fund Index | $652K | 2.7% |
| Vanguard Mid-Cap Index Fund Admiral Shares Vanguard · Mutual fund Index | $486K | 2.0% |
Likely replaced 1 fund.
| Fund | Year-end value |
|---|---|
| ReplacedHighVanguard 500 Index Fund Admiral Shares to Pooled separate accounts Empower S&P 500 Index Separate Acct (IS) | $2.7M to $3.6M |
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.
The auditor signed off without reservation. This is the cleanest opinion.