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.
Possible retail share class: $16.4M
Mutual funds in a class the filing names that is often retail or revenue sharing. Confirm before you raise it.
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.
$156K in admin expenses, $114 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 hold $282M of the plan's $285M. Recordkeeper: Empower.
| Fund | Dollars | % of funds% |
|---|---|---|
| T. Rowe Price Strategic Common Trust Fund - Retirement 2 T. Rowe Price · Collective trust | $117M | 41.6% |
| Vanguard Institutional Index Fund Institutional Shares Vanguard · Mutual fund Index | $54.7M | 19.4% |
| Fully Benefit-Responsive Investment Contracts: Empower Annuity Insurance Company of America Empower · Insurance contract Recordkeeper's own fund | $21.8M | 7.8% |
| LCG/JP Morgan Inv Mgmt JPMorgan · Insurance contract | $20.1M | 7.1% |
| Dodge & Cox Stock Fund Class X Dodge & Cox · Mutual fund | $17.1M | 6.1% |
| MFS Mid Cap Growth Fund R3 MFS (Sun Life) · Mutual fund Possible retail class R3 | $8.6M | 3.0% |
| Dodge & Cox Income Fund Class X Dodge & Cox · Mutual fund | $7.9M | 2.8% |
| Pooled Separate Account Empower Annuity Insurance Co. of America Capital Group · Insurance contract | $6.4M | 2.3% |
| Vanguard Total International Stock Index Fund Institutional Shares Vanguard · Mutual fund Index | $5.7M | 2.0% |
| MFS New Discovery Value Fund R3 MFS (Sun Life) · Mutual fund Possible retail class R3 | $4.3M | 1.5% |
| 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 |
6 more funds in this lineup: name, manager, vehicle, dollars and share are on Pro.
Likely replaced 2 funds.
| Fund | Year-end value |
|---|---|
| ReplacedHighBlackrock MID CAP Growth Equity Portfolio Institutional to MFS Mid Cap Growth Fund R3 | $13.0M to $8.6M |
| ReplacedHighReliance Metlife Series 25053 to T. Rowe Price Trust Company | $1.4M to $595K |
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.
6 more lines 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 Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 Recordkeeping Fees | $86,144 |
Service code 29 1000 N WATER ST STE 1700 · MILWAUKEE, WI 53202 Legal | $29,274 |
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) | $22,192 |
PENSION ASSURANCE LLP6 years Service code 13 20335 VENTURA BLVD STE 305 · WOODLAND HILLS, CA 91364 Contract Administrator | $18,250 |
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.
4 contacts
Phone and email for the actuary are on Pro.
11 filings · 2015 to 2025