Filings through .
3 of 18 flags tripped on the 2025 filing.
Corrective distributions
Plan reported corrective distributions (failed ADP/ACP testing).
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.
$106K in admin expenses, $177 per participant (all participants, line 6f).
This section lists the funds on the plan's investment schedule and what changed since the prior filing.
14 funds of $250K or more; 15 lines in all, holding $60.6M of the plan's $64.4M. Recordkeeper: Empower.
| Fund | Dollars | % of funds% |
|---|---|---|
| Empower Guaranteed Income Fund Empower · Insurance contract Recordkeeper's own fund | $18.6M | 30.7% |
| Nyli Winslow Large Cap Growth Fund TIAA (Nuveen) · Mutual fund | $7.5M | 12.3% |
| Growth R6 Fidelity Management & Research Company LLC Fidelity 500 Fidelity (FMR) · Mutual fund | $6.5M | 10.8% |
| Goldman Sachs GQG Partners Goldman Sachs · Mutual fund | $6.4M | 10.6% |
| Large Cap Value I (managed by JP Morgan) JPMorgan · Separate account | $4.9M | 8.1% |
| Core Plus Bond / Pgim Fund JPMorgan · Mutual fund | $4.3M | 7.2% |
| Small Cap Growth Manager not matched · Other | $3.8M | 6.2% |
| Mid Cap Value / Robeco Boston Boston Partners · Mutual fund | $3.3M | 5.5% |
| International Opportunities Fund MassMutual Investments MassMutual · Mutual fund | $1.7M | 2.7% |
| MFS New Discovery Value Fund R6 MFS (Sun Life) · Mutual fund | $1.3M | 2.2% |
| 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 |
5 more funds in this lineup: name, manager, vehicle, dollars and share are on Pro.
Added 7 funds, dropped 2 funds.
| Fund | Year-end value |
|---|---|
| AddedNyli Winslow Large Cap Growth Fund | $7.5M |
| DroppedFidelity 500 Index Fund | $6.8M |
| AddedGrowth R6 Fidelity Management & Research Company LLC Fidelity 500 | $6.5M |
Stable value and insurance contract lines, renames and class changes are not counted. Left out here: 3 stable value or insurance lines.
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.
5 more lines and 6 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 2 by compensation.
| Provider | Compensation |
|---|---|
CAPFINANCIAL PARTNERS LLC2 years Filed as: CAPFINANCIAL PARTNERS LLC DBA CAPTR Service code 27 4208 SIX FORKS RD STE 1700 · RALEIGH, NC 27609 Advisory (Plan) | $52,000 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY O Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 Recordkeeping Fees | $44,729 |
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