Filings through .
Filed November 15, 2013
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, LLC4 years Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $169,397 |
MARSH & MCLENNAN AGENCY LLC8 years Filed as: MMA SECURITIES LLC Service code 27 P.O. BOX 9497 · NEW YORK, NY 10087 | Advisory (Plan) | $133,896 |
CROSSPLANS10+ years Service code 13 34145 PACIFIC COAST HWY. #672 · DANA POINT, CA 92629 | Contract Administrator | $92,257 |
EMPOWER ADVISORY GROUP, LLC4 years Filed as: EMPOWER ANNUITY INSURANCE COMPANY Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $77,751 |
GRANT THORNTON LLP1 year Service code 10 · EIN 36-6055558 | Accounting | $68,910 |
26 funds of $250K or more; 18 lines in all, holding $225M of the plan's $231M. From the 2025 filing. Recordkeeper: Empower.
Target-date series: BlackRock LifePath Index, collective trust, 47% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| BlackRock LifePath Index BlackRock · Collective trust Target-date, 10 vintages | $106M | 47.2% |
| Vanguard 500 Index Fund Admiral Shares Vanguard · Mutual fund Index | $35.1M | 15.6% |
| Vanguard Information Technology Index Fund Admiral Shares Vanguard · Mutual fund Index | $13.2M | 5.9% |
| Vanguard Developed Markets Index Fund Admiral Shares Vanguard · Mutual fund Index | $10.4M | 4.7% |
| Vanguard Total Bond Market Index Fund Admiral Shares Vanguard · Mutual fund Index | $9.3M | 4.1% |
| NEW World Fund INC Class R-6 Capital Group · Mutual fund | $9.0M | 4.0% |
| Vanguard Small-Cap Index Fund Admiral Shares Vanguard · Mutual fund Index | $7.7M | 3.4% |
| Vanguard Mid-Cap Index Fund Admiral Shares Vanguard · Mutual fund Index | $7.5M | 3.3% |
| MFS Growth Fund R3 MFS (Sun Life) · Mutual fund Possible retail class R3 | $6.6M | 2.9% |
| Large Cap Value Fund Class R1 Manager not matched · Collective trust | $4.6M | 2.1% |
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, 2 renames.
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 71,410 large plans that list their funds in their annual filing. Updated Nov 6, 2026. Shares describe these plans, not the whole market.
The auditor signed off without reservation. This is the cleanest opinion.