Filings through .
2 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.
High retiree %
Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
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.
$79K in admin expenses, $599 per participant (all participants, line 6f).
This section lists the funds on the plan's investment schedule and what changed since the prior filing.
11 funds of $250K or more; 14 lines in all, holding $6.2M of the plan's $6.3M. Recordkeeper: Empower.
| Fund | Dollars | % of funds% |
|---|---|---|
| MML Barings Short-Duration Bond Fund MassMutual · Mutual fund | $1.0M | 16.3% |
| Pioneer Equity Income Fund Victory Capital · Mutual fund | $947K | 15.3% |
| Eupac Fund Capital Group · Separate account | $858K | 13.9% |
| MassMutual Select Blue Chip Growth Fund MassMutual · Mutual fund | $634K | 10.3% |
| MassMutual Strategic Bond Fund MassMutual · Mutual fund | $564K | 9.1% |
| Baron Growth Retail Fund Manager not matched · Mutual fund | $386K | 6.2% |
| Long Duration Bond Fund Empower · Mutual fund Recordkeeper's own fund | $373K | 6.0% |
| Goldman Sachs Mid Cap Value Fund Goldman Sachs · Mutual fund | $323K | 5.2% |
| Eaton Vance Atlanta Capital Small/Mid Cap Fund Morgan Stanley · Mutual fund | $314K | 5.1% |
| New World Fund Inc Capital Group · Mutual fund | $275K | 4.5% |
| 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 |
4 more funds in this lineup: name, manager, vehicle, dollars and share are on Pro.
4 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 1 by compensation.
| Provider | Compensation |
|---|---|
EMPOWER ADVISORY GROUP, LLC3 years Filed as: EMPOWER ANNUITY INS CO OF AMERICA Service code 13 · EIN 84-0467907 Contract Administrator | $31,324 |
The auditor signed off without reservation. This is the cleanest opinion.
Plan features from the filing, actuarial disclosures and related pages.
3 feature codes on the 2025 filing.
1 actuary attachment on this filing.
| Actuary | Schedule | Enrollment number |
|---|---|---|
Barry N. Marks, Ea, Maaa Milliman, Inc. Schedule SB | Schedule SB |
Enrollment number, address and phone for each actuary are on Pro.
Addresses, phones and enrollment numbers are on Pro. Pro is free for 7 days and then costs $49 a month.
4 contacts
Phone and email for the actuary are on Pro.
10 filings · 2016 to 2025