Filings through .
1 of 17 flags tripped on the 2025 filing.
Corrective distributions
Plan reported corrective distributions (failed ADP/ACP testing).
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.
$2.1M in admin expenses, $80 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 of $250K or more, counting each target-date vintage; shown as 10 lines, holding $3.52B of the plan's $3.72B. Recordkeeper: Empower.
Target-date series: Fidelity Freedom Index, collective trust, 28% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| Vanguard Institutional 500 Index Trust Vanguard · Collective trust Index | $1.21B | 34.4% |
| Fidelity Freedom Index Fidelity (FMR) · Collective trust Target-date, 11 vintages | $993M | 28.2% |
| Vanguard Institutional Extended Market Index Trust Vanguard · Collective trust Index | $493M | 14.0% |
| Vanguard Institutional Total International Stock Market Index Trust Vanguard · Collective trust Index | $327M | 9.3% |
| Fiam Institutional Cash Commingled Pool Fidelity (FMR) · Collective trust | $166M | 4.7% |
| Prudential Core Plus Bond Fund Prudential (PGIM) · Collective trust | $139M | 4.0% |
| Vanguard Institutional Total Bond Market Index Trust Vanguard · Collective trust Index | $123M | 3.5% |
| Blackrock US TIPS Index Fund BlackRock · Collective trust Index | $41.2M | 1.2% |
| SSgA US Short Term Government/Credit Bond Index State Street (SSgA) · Collective trust Index | $17.4M | 0.5% |
| Mirova Global Megatrends Fund Natixis IM · Mutual fund | $7.6M | 0.2% |
No lineup changes between the 2024 and 2025 filings.
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.
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 6 by compensation.
| Provider | Compensation |
|---|---|
EMPOWER ADVISORY GROUP, LLC4 years Service code 26 · EIN 84-1532243 Advisory (Participants) | $1,710,077 |
EMPOWER ADVISORY GROUP, LLC4 years Filed as: EMPOWER ANNUITY INSURANCE COMPANY Service code 15 · EIN 84-0467907 Recordkeeping | $848,227 |
WILLIS TOWERS WATSON US LLC3 years Service code 99 ONE PPG PLACE, SUITE 600 · PITTSBURGH, PA 15222 Other Fees | $178,398 |
MERCER7 years Filed as: MERCER INVESTMENT CONSULTING INC Service code 27 · EIN 61-0736136 Advisory (Plan) | $83,056 |
DELOITTE & TOUCHE LLP11+ years Service code 10 · EIN 13-3891517 Accounting | $70,864 |
EMPOWER ADVISORY GROUP, LLC2 years Filed as: EMPOWER FINANCIAL SERVICES, INC. Service code 33 8515 E ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 Securities brokerage; Distribution (1... | $13,018 |
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.
Filed October 2, 2019 (most recent of 4 filings on file).
Total covered: 314 employees
Street address, email and phone are on Pro. Pro is free for 7 days and then costs $49 a month.
6 contacts
Phone and email for the actuary and top hat administrator are on Pro.
11 filings · 2015 to 2025