Filings through .
Filed September 23, 1992
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 |
|---|---|---|
Filed as: GALLAGHER BENEFIT SERVICES INC DBA Service code 27 1100 SUPERIOR AVE STE 1700 · CLEVELAND, OH 44114 | Advisory (Plan) | $40,011 |
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 | $23,594 |
17 funds of $250K or more; 18 lines in all, holding $16.4M of the plan's $16.6M. From the 2025 filing. Recordkeeper: Empower.
Target-date series: American Funds Target Date, mutual fund, 35% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| American Funds Target Date Capital Group · Mutual fund Target-date, 9 vintages | $5.7M | 34.6% |
| Vanguard 500 Index Fund Admiral Shares Vanguard · Mutual fund Index | $2.0M | 11.9% |
| JPMorgan Large Cap Growth Fund Class R6 JPMorgan · Mutual fund | $1.7M | 10.1% |
| Franklin Equity Income Fund Class R6 Franklin Templeton · Mutual fund | $1.7M | 10.1% |
| Vanguard Mid-Cap Index Fund Admiral Shares Vanguard · Mutual fund Index | $1.1M | 6.7% |
| T. Rowe Price Capital Appreciation Fund T. Rowe Price · Mutual fund | $1.0M | 6.3% |
| MFS International Diversification Fund R6 MFS (Sun Life) · Mutual fund | $779K | 4.7% |
| Vanguard Small-Cap Index Fund Admiral Shares Vanguard · Mutual fund Index | $613K | 3.7% |
| Diversified Bond Fund R6 Class American Century · Mutual fund | $388K | 2.4% |
| Key Guaranteed Portfolio Fund Manager not matched · Insurance contract | $300K | 1.8% |
Added 1 fund. Moved to another target-date series. Changed share class on 3 funds.
| Fund | Year-end value |
|---|---|
| Target-date switchONE Choice 2045 Portfolio R6 Class to American Funds 2045 Target Date Retirement Fund Class R-6 | $4.0M to $5.7M |
| Share class changeJPMorgan Large Cap Growth Fund Class R5 to JPMorgan Large Cap Growth Fund Class R6 | $1.6M to $1.7M |
| Share class changeMFS International Diversification Fund R4 to MFS International Diversification Fund R6 | $699K to $779K |
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.
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).
The auditor signed off without reservation. This is the cleanest opinion.