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.
$301K in admin expenses, $245 per participant (all participants, line 6f).
This section lists the funds on the plan's investment schedule and what changed since the prior filing.
16 funds of $250K or more; 18 lines in all, holding $179M of the plan's $203M. Recordkeeper: Empower.
| Fund | Dollars | % of funds% |
|---|---|---|
| Empower Guaranteed Income Fund Empower · Insurance contract Recordkeeper's own fund | $40.5M | 22.7% |
| Vanguard 500 Index Fund Admiral Shares Vanguard · Mutual fund Index | $27.8M | 15.6% |
| MFS International Diversification Fund R6 MFS (Sun Life) · Mutual fund | $25.8M | 14.5% |
| Pioneer Bond Fund: Class K Victory Capital · Mutual fund | $17.3M | 9.7% |
| JPMorgan Mid Cap Growth Fund Class R6 JPMorgan · Mutual fund | $16.6M | 9.3% |
| JPMorgan Equity Income Fund Class R6 JPMorgan · Mutual fund | $15.0M | 8.4% |
| U.S. Targeted Value Portfolio - Institutional Class Dimensional · Mutual fund | $7.6M | 4.3% |
| John Hancock Disciplined Value Mid Cap Fund Class R6 John Hancock (Manulife) · Mutual fund | $6.2M | 3.4% |
| Columbia Balanced Fund Institutional 3 Class Ameriprise (Columbia Threadneedle) · Mutual fund | $6.1M | 3.4% |
| Small CAP Growth Fund R6 Class American Century · Mutual fund | $5.7M | 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 |
8 more funds in this lineup: name, manager, vehicle, dollars and share are on Pro.
Added 3 funds, dropped 2 funds, likely replaced 1 fund.
| Fund | Year-end value |
|---|---|
| AddedPioneer Bond Fund: Class K | $17.3M |
| ReplacedHighBlackrock MID CAP Growth Equity Portfolio Class K to JPMorgan Mid Cap Growth Fund Class R6 | $17.0M to $16.6M |
| DroppedEmpower Metropolitan West Core Plus Bond Fund | $14.6M |
Stable value and insurance contract lines, renames and class changes are not counted.
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 and 3 more changes 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 4 by compensation.
| Provider | Compensation |
|---|---|
Filed as: EMPOWER ANNUITY INSURANCE COMPANY O Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 Recordkeeping Fees | $119,887 |
MARSH & MCLENNAN AGENCY LLC6 years Filed as: MMA SECURITIES LLC Service code 27 PO BOX 9497 · NEW YORK, NY 10087 Advisory (Plan) | $65,000 |
Filed as: CBIZ CPAS P.C. Service code 10 1065 AVENUE OF AMERICAS · NEW YORK, NY 10018 Accounting | $30,555 |
Filed as: EMPOWER FINANCIAL SERVICES, INC. Service code 59 8515 E ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 Shareholder Servicing | $0 |
The auditor signed off without reservation. This is the cleanest opinion.
Plan features from the filing, actuarial disclosures and related pages.
9 feature codes on the 2025 filing.
2 contacts
11 filings · 2015 to 2025