Filings through .
2 of 17 flags tripped on the 2025 filing.
Low employer contribution
Employer contribution per participant is in the bottom quintile of the peer cohort.
High fees
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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.
$89K in admin expenses, $361 per participant (all participants, line 6f).
This section lists the funds on the plan's investment schedule and what changed since the prior filing.
6 funds of $250K or more; 10 lines in all, holding $10.5M of the plan's $10.8M. Recordkeeper: Empower.
| Fund | Dollars | % of funds% |
|---|---|---|
| Collective Trust Funds Index Select Growth 2035 Fund CL I Manager not matched · Collective trust Index | $5.8M | 55.5% |
| Index Select Growth 2045 Fund CL I Manager not matched · Collective trust Index | $2.1M | 19.5% |
| Index Select Growth 2055 Fund CL I Manager not matched · Collective trust Index | $1.1M | 10.8% |
| Index Select Moderate 2035 Fund CL I Manager not matched · Collective trust Index | $698K | 6.6% |
| Empower Fixed Account - Series Class I Empower · Insurance contract Recordkeeper's own fund | $278K | 2.6% |
| Index Select Growth 2065 Fund CL I Manager not matched · Collective trust Index | $275K | 2.6% |
| Index Select Growth Retirement Fund CL I Manager not matched · Collective trust Index | $128K | 1.2% |
| BlackRock Russell BlackRock · ETF Index | $115K | 1.1% |
| Fidelity International Index Fund Fidelity (FMR) · Mutual fund Index | $2K | <0.1% |
| Index Select Conservative 2065 Fund CL I Manager not matched · Collective trust Index | $183 | <0.1% |
Added 5 funds, dropped 1 fund.
| Fund | Year-end value |
|---|---|
| DroppedInvestments Money market, at fair value | $8.5M |
| AddedCollective Trust Funds Index Select Growth 2035 Fund CL I | $5.8M |
| AddedIndex Select Growth 2045 Fund CL I | $2.1M |
Stable value and insurance contract lines, renames and class changes are not counted. Left out here: 1 stable value or insurance line.
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.
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 3 by compensation.
| Provider | Compensation |
|---|---|
SULLIVAN FINANCIAL LLC8 years Service code 27 15A MAIN ST · ESSEX, CT 06426 Advisory (Plan) | $22,740 |
Filed as: ENVESTNET RETIREMENT SOLUTIONS LLC Service code 99 1801 CALIFORNIA ST 23RD FL · DENVER, CO 80202 Other Fees | $3,249 |
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.
7 feature codes on the 2025 filing.
Filed October 23, 2023.
Street address, email and phone are on Pro. Pro is free for 7 days and then costs $49 a month.
3 contacts
Phone and email for the top hat administrator are on Pro.
11 filings · 2015 to 2025