Filings through .
Filed June 22, 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 |
|---|---|---|
FIRST PACIFIC FINANCIAL INC7 years Service code 27 610 ESTHER ST · VANCOUVER, WA 98660 | Advisory (Plan) | $39,105 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY Service code 64 8515 EAST ORCHARD ROAD · GREEN VILLAGE, CO 80111 | Recordkeeping Fees | $30,480 |
PENSION PLAN SPECIALISTS, PC7 years Filed as: PENSION PLAN SPECIALISTS Service code 13 | Contract Administrator | $10,000 |
PENSION PLAN SPECIALISTS, PC2 years Filed as: PENSION PLAN SPECIALISTS PC Service code 13 805 BROADWAY · VANCOUVER, WA 98660 | Contract Administrator | $6,647 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $5,673 |
16 funds of $250K or more; 21 lines in all, holding $15.1M of the plan's $16.2M. From the 2024 filing. Recordkeeper: Empower.
Target-date series: American Funds Target Date, mutual fund, 16% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| American Funds Target Date Capital Group · Mutual fund Target-date, 12 vintages | $2.4M | 16.0% |
| American Funds Capital World G/I R6 Capital Group · Mutual fund | $2.2M | 14.3% |
| American Funds American Balanced R6 Capital Group · Mutual fund | $1.9M | 12.8% |
| American Funds Fundamental Investors Class R-6 Capital Group · Mutual fund | $1.5M | 10.1% |
| American Funds Washington Mutual R6 Capital Group · Mutual fund | $1.5M | 9.8% |
| International Growth and Income Fund (R6) Capital Group · Mutual fund | $921K | 6.1% |
| American Funds Growth Fund of Amer R6 Capital Group · Mutual fund | $806K | 5.3% |
| Empower Select Guaranteed Fund Empower · Insurance contract Recordkeeper's own fund | $770K | 5.1% |
| Vanguard Total Stock Market Index Fund Admiral Shares Vanguard · Mutual fund Index | $615K | 4.1% |
| DFA US Small Cap Portfolio Advisors Dimensional · Mutual fund | $610K | 4.0% |
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.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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.