Filings through .
1 of 18 flags tripped on the 2025 filing.
Possible retail share class: $46.4M
Mutual funds in a class the filing names that is often retail or revenue sharing. Confirm before you raise it.
This section compares the plan with plans of the same size, type and industry, and shows how it moved year over year.
We rank each metric against plans of the same size, type and industry.
Peer percentiles for 6 metrics are on Pro. Pro is free for 7 days and then costs $49 a month.
Showing the 2025 filing, 1 of 10 years on record. Charts need 3 years.
Older filings: assets, participants, contributions and return for each year are on Pro.
9 more years of history are on Pro. Pro is free for 7 days and then costs $49 a month.
$38K in admin expenses, $129 per participant (all participants, line 6f).
This section lists the funds on the plan's investment schedule and what changed since the prior filing.
25 funds of $250K or more, counting each target-date vintage; shown as 18 lines, holding $59.6M of the plan's $60.1M. Recordkeeper: Empower.
Target-date series: T. Rowe Price Retirement, mutual fund, 44% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| T. Rowe Price Retirement T. Rowe Price · Mutual fund Target-date, 12 vintages | $26.0M | 43.7% |
| Putnam S & P 500 Index Fund Class M Franklin Templeton · Collective trust Index | $8.3M | 14.0% |
| Putnam Stable Value Fund Franklin Templeton · Insurance contract | $4.8M | 8.1% |
| TCW Metwest Total Return Bond Fund Class I TCW · Mutual fund Possible retail class A | $3.6M | 6.0% |
| Harbor Capital Appreciation Fund Institutional Class Harbor Capital · Mutual fund Possible retail class A | $2.6M | 4.4% |
| JPMorgan Mid Cap Growth Fund Class I JPMorgan · Mutual fund Possible retail class A | $2.3M | 3.9% |
| American Funds Growth Fund of Amer R4 Capital Group · Mutual fund Possible retail class A | $2.3M | 3.9% |
| Columbia Small Cap Index Fund Institutional 2 Class Ameriprise (Columbia Threadneedle) · Mutual fund IndexPossible retail class A | $2.1M | 3.5% |
| Investment Value Mutual funds: Fidelity Fidelity (FMR) · Mutual fund Possible retail class A | $1.6M | 2.6% |
| Putnam Dynamic Asset Allocation Balanced Fund Class Y Shares Franklin Templeton · Mutual fund Possible retail class A | $1.5M | 2.6% |
| Fund | Manager | Vehicle | Dollars | % of funds |
|---|---|---|---|---|
| Name available on Pro | Dollar amount available on Pro | Percentage available on Pro | ||
| Name available on Pro | Dollar amount available on Pro | Percentage available on Pro | ||
| Name available on Pro | Dollar amount available on Pro | Percentage available on Pro |
8 more funds in this lineup: name, manager, vehicle, dollars and share are on Pro.
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 rename.
Changes of at least $250K and 0.1% of the plan between the 2024 and 2025 filings. Values are year-end holdings. They do not show money moved.
8 more lines in this lineup are on Pro. Pro is free for 7 days and then costs $49 a month.
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.
This section shows who is paid to serve the plan, who audits it and who signs the filing.
Top 3 by compensation.
| Provider | Compensation |
|---|---|
PINNACLE PENSION SERVICES10+ years Filed as: PINNACLE PENSION CONSULTANTS LLC Service code 99 1492 HIGHLAND AVE STE 9 · NEEDHAM, MA 02492 Other Fees | $25,000 |
RSM US LLP8 years Filed as: MCGLADREY LLP Service code 10 5155 PAYSPHERE CIRCLE · CHICAGO, IL 60674 Accounting | $13,125 |
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 | $0 |
The auditor signed off without reservation. This is the cleanest opinion.
Plan features from the filing, actuarial disclosures and related pages.
8 feature codes on the 2025 filing.
3 contacts
11 filings · 2015 to 2025