Filings through .
Filed June 16, 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 |
|---|---|---|
Filed as: EMPOWER ANNUITY INSURANCE COMPANY Service code 64 · EIN 94-1236937 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $39,681 |
NWK GROUP, INC.2 years Service code 27 155 MONTGOMERY STREET · SAN FRANCISCO, CA 94010 | Advisory (Plan) | $30,000 |
Filed as: CALIFORNIA RETIREMENT PLANS,INC. Service code 13 · EIN 68-0414789 590 LENNON LANE, SUITE 100 · WALNUT CREEK, CA 94598 | Contract Administrator | $8,752 |
21 funds of $250K or more; 18 lines in all, holding $40.1M of the plan's $40.3M. From the 2024 filing. Recordkeeper: Empower.
Target-date series: American Funds Target Date, mutual fund, 51% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| American Funds Target Date Capital Group · Mutual fund Target-date, 10 vintages | $20.3M | 50.7% |
| Vanguard 500 Index Fund Admiral Shares Vanguard · Mutual fund Index | $5.9M | 14.8% |
| Amcap Fund Class R-6 Capital Group · Mutual fund | $2.7M | 6.8% |
| Vanguard Federal Money Market Fund Investor Shares Vanguard · Money market | $2.2M | 5.6% |
| American Funds Washington Mutual R6 Capital Group · Mutual fund | $1.5M | 3.7% |
| Smallcap World Fund (R6) Capital Group · Mutual fund | $1.1M | 2.8% |
| NEW Perspective Fund Class R-6 Capital Group · Mutual fund | $1.0M | 2.6% |
| American Funds New Economy R6 Capital Group · Mutual fund | $684K | 1.7% |
| Fidelity Emerging Markets Index Fund Fidelity (FMR) · Mutual fund Index | $669K | 1.7% |
| Eupac Fund Class R-6 Capital Group · Mutual fund | $657K | 1.6% |
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.)
Assets per participant exceed $250,000 - top-decile high-value plan.
The auditor signed off without reservation. This is the cleanest opinion.