Filings through .
Filed December 31, 2006 (most recent of 2 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 |
|---|---|---|
SAGEVIEW ADVISORY GROUP, LLC11+ years Service code 27 1920 MAIN STREET · IRVINE, CA 92614 | Advisory (Plan) | $111,881 |
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 | $100,135 |
Service code 10 100 E CORSON ST STE 200 · PASADENA, CA 911033841 | Accounting | $32,100 |
28 funds of $250K or more; 19 lines in all, holding $68.9M of the plan's $70.4M. From the 2025 filing. Recordkeeper: Empower.
Target-date series: Vanguard Target Retirement, mutual fund, 66% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| Vanguard Target Retirement Vanguard · Mutual fund Target-date, 12 vintages | $45.4M | 66.0% |
| MFS Growth Fund R6 MFS (Sun Life) · Mutual fund | $4.7M | 6.8% |
| Stable Value New York Life · Insurance contract | $3.8M | 5.5% |
| Vanguard 500 Index Fund Admiral Shares Vanguard · Mutual fund Index | $3.7M | 5.4% |
| Vanguard Equity Income Fund Admiral Shares Vanguard · Mutual fund | $1.4M | 2.1% |
| Eupac Fund Class R-6 Capital Group · Mutual fund | $1.4M | 2.0% |
| Fidelity Total International Index Fund Fidelity (FMR) · Mutual fund Index | $1.0M | 1.5% |
| Baird Core Plus Bond Fund Institutional Baird · Mutual fund | $997K | 1.4% |
| American Funds Inflation Linked Bond Fund Class R-6 Capital Group · Mutual fund | $988K | 1.4% |
| Fidelity Select Technology Portfolio Fidelity (FMR) · Mutual fund | $817K | 1.2% |
No lineup changes between the 2024 and 2025 filings.
Stable value and insurance contract lines, renames and class changes are not counted. Left out here: 1 stable value or insurance line.
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.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.