Filings through .
1 of 18 flags tripped on the 2025 filing.
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.
$425K in admin expenses, $264 per participant (all participants, line 6f).
This section lists the funds on the plan's investment schedule and what changed since the prior filing.
22 funds of $250K or more, counting each target-date vintage; shown as 11 lines, holding $220M of the plan's $238M. Recordkeeper: Empower.
Target-date series: T. Rowe Price Retirement, mutual fund, 44% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| T. Rowe Price Retirement T. Rowe Price · Mutual fund Target-date, 13 vintages | $96.4M | 43.8% |
| Cost value Mutual funds Manager not matched · Mutual fund | $33.4M | 15.2% |
| Accounts American Cen Manager not matched · Separate account | $26.9M | 12.2% |
| Investment contract Empower · Insurance contract Recordkeeper's own fund | $19.0M | 8.6% |
| American Funds Capital World Growth and Capital Group · Mutual fund | $8.8M | 4.0% |
| MFS Income Fund MFS (Sun Life) · Mutual fund | $8.2M | 3.7% |
| Fidelity Extended Market Index Fund Fidelity (FMR) · Mutual fund Index | $8.0M | 3.6% |
| Dodge & Cox Income Fund Class X Dodge & Cox · Mutual fund | $7.1M | 3.2% |
| T. Rowe Price Health Sciences Fund T. Rowe Price · Mutual fund | $5.3M | 2.4% |
| Fidelity U.S. Bond Index Fund Fidelity (FMR) · Mutual fund Index | $3.6M | 1.7% |
| Fund | Manager | Vehicle | Dollars | % of funds |
|---|---|---|---|---|
| Name available on Pro | Dollar amount available on Pro | Percentage available on Pro |
1 more fund in this lineup: name, manager, vehicle, dollars and share are on Pro.
Added 2 funds, dropped 1 fund.
| Fund | Year-end value |
|---|---|
| AddedCost value Mutual funds | $33.4M |
| AddedMFS Income Fund | $8.2M |
| DroppedMFS Value Fund | $7.0M |
Stable value and insurance contract lines, renames and class changes are not counted. Left out here: 1 rename.
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.
1 more line in this lineup is 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 CO. Service code 64 · EIN 06-1050034 8515 EAST ORCHARD RD. · GREENWOOD VILLAGE, CO 80111 Recordkeeping Fees | $260,040 |
SUMMIT PLANNING GROUP11+ years Service code 99 · EIN 06-1425131 420 E. MAIN STREET · BRANFORD, CT 06405 Other Fees | $71,975 |
FIDUCIENT ADVISORS LLC3 years Filed as: FIDUCIENT ADVISORS Service code 99 · EIN 36-4001764 500 W. MADISON AVE · CHICAGO, IL 60661 Other Fees | $61,286 |
THE PENSION SERVICE, INC.11+ years Service code 13 · EIN 06-0874395 127 WASHINGTON AVE · NORTH HAVEN, CT 06473 Contract Administrator | $32,060 |
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.
3 contacts
10 filings · 2015 to 2025