Filings through .
Filed January 22, 2009 (most recent of 4 filings on file)
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, LLC3 years Filed as: EMPOWER ANNUITY INSURANCE COMPANY Service code 37 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Loan Processing | $1,922 |
LPL FINANCIAL1 year Filed as: LPL ENTERPRISE, LLC Service code 55 | Other Commissions | $563 |
PRUCO SECURITIES, LLC2 years Service code 55 | Other Commissions | $82 |
14 funds of $250K or more; 46 lines in all, holding $11.1M of the plan's $17.0M. From the 2025 filing. Recordkeeper: Empower.
| Fund | Dollars | % of funds% |
|---|---|---|
| Voya Fixed Account Voya · Insurance contract | $1.8M | 16.5% |
| Pgim Quant Solutions Large-CAP Index Fund Class Z Prudential (PGIM) · Mutual fund Index | $1.5M | 13.2% |
| Medley PSF Pgim Jennison Blend Portfolio Prudential (PGIM) · Insurance contract | $770K | 6.9% |
| Empower Medley PSF Stock Index Portfolio Empower · Insurance contract IndexRecordkeeper's own fund | $698K | 6.3% |
| Medley Psf Pgim Flexible Managed Port Prudential (PGIM) · Insurance contract | $583K | 5.2% |
| Medley Prudential Cap Growth Acct Prudential (PGIM) · Insurance contract | $562K | 5.0% |
| Medley Psf Pgim 50/50 Balanced Port Prudential (PGIM) · Insurance contract | $478K | 4.3% |
| Pgim Jennison Blend Fund Class Z Prudential (PGIM) · Mutual fund | $465K | 4.2% |
| Pgim Jennison Small Company Fund Class Z Prudential (PGIM) · Mutual fund | $365K | 3.3% |
| Putnam Multi-Cap Core Fund A Franklin Templeton · Mutual fund Possible retail class A | $365K | 3.3% |
No lineup changes between the 2024 and 2025 filings.
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.
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.
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.