Filings through .
2 of 18 flags tripped on the 2025 filing.
Low returns
Annual investment return is in the bottom quintile of the peer cohort.
Few collective trusts
0% of fund dollars in collective trusts, which often cost less than the same strategy as a mutual fund.
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.
$79K in admin expenses, $73 per participant (all participants, line 6f).
This section lists the funds on the plan's investment schedule and what changed since the prior filing.
20 funds hold $205M of the plan's $215M. Recordkeeper: Empower.
| Fund | Dollars | % of funds% |
|---|---|---|
| JPMorgan Large Cap Growth Fund Class R6 JPMorgan · Mutual fund | $39.1M | 19.1% |
| Vanguard 500 Index Fund Admiral Shares Vanguard · Mutual fund Index | $26.5M | 13.0% |
| JPMorgan U.S. Research Enhanced Equity Fund Class R6 JPMorgan · Mutual fund | $21.3M | 10.4% |
| JPMorgan Stable Asset Income Fund-F-15 JPMorgan · Stable value Stable value | $15.5M | 7.6% |
| JPMorgan Small Cap Equity Fund Class R5 JPMorgan · Mutual fund | $14.6M | 7.1% |
| PIMCO Total Return Fund PIMCO (Allianz) · Mutual fund | $13.7M | 6.7% |
| Vanguard Total International Stock Index Fund Admiral Shares Vanguard · Mutual fund Index | $9.7M | 4.8% |
| MFS Value Fund R4 MFS (Sun Life) · Mutual fund | $8.3M | 4.1% |
| Vanguard Extended Market Index Fund Admiral Shares Vanguard · Mutual fund Index | $7.6M | 3.7% |
| Eupac Fund Class R-5 Capital Group · Mutual fund | $6.5M | 3.2% |
| 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 |
10 more funds in this lineup: name, manager, vehicle, dollars and share are on Pro.
10 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 2 by compensation.
| Provider | Compensation |
|---|---|
EMPOWER ADVISORY GROUP, LLC3 years Service code 26 · EIN 84-1532243 Advisory (Participants) | $76,776 |
EMPOWER ADVISORY GROUP, LLC4 years Filed as: EMPOWER ANNUITY INSURANCE COMPANY Service code 15 · EIN 84-0467907 Recordkeeping | $3,262 |
The auditor signed off without reservation. This is the cleanest opinion.
Plan features from the filing, actuarial disclosures and related pages.
10 feature codes on the 2025 filing.
3 contacts
11 filings · 2015 to 2025