Filings through .
2 of 17 flags tripped on the 2025 filing.
Failed to transmit contributions
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
High assets / participant
Assets per participant exceed $250,000 - top-decile high-value 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.
$198K in admin expenses, $60 per participant (all participants, line 6f).
This section lists the funds on the plan's investment schedule and what changed since the prior filing.
19 funds of $250K or more, counting each target-date vintage; shown as 11 lines, holding $759M of the plan's $765M. Recordkeeper: Empower.
Target-date series: JPMorgan SmartRetirement Passive Blend, collective trust, 49% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| JPMorgan SmartRetirement Passive Blend JPMorgan · Collective trust Target-date, 10 vintages | $368M | 48.5% |
| SSgA S&P 500 Index Fund Class K State Street (SSgA) · Collective trust Index | $97.0M | 12.8% |
| Large Cap Growth / Jennison Fund Prudential (PGIM) · Separate account | $79.5M | 10.5% |
| Invesco Stable Value Trust Class B1 Invesco · Stable value Stable value | $54.1M | 7.1% |
| Dodge & Cox Stock Fund Class X Dodge & Cox · Mutual fund | $48.3M | 6.4% |
| Great Gray Westfield Small Mid Capital Growth Equity CIT Class D Manager not matched · Collective trust | $33.0M | 4.3% |
| Dodge & Cox International Stock Fund Class X Dodge & Cox · Mutual fund | $26.8M | 3.5% |
| SSgA Russell Small/mid Cap Index Fund Class K State Street (SSgA) · Collective trust Index | $26.4M | 3.5% |
| PIMCO Total Return Collective Trust Class A PIMCO (Allianz) · Collective trust | $14.0M | 1.8% |
| SSgA Global All Cap Equity Ex-Us Index K State Street (SSgA) · Collective trust Index | $5.9M | 0.8% |
| 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 1 fund, dropped 1 fund.
| Fund | Year-end value |
|---|---|
| DroppedGrowth Institutional | $35.0M |
| AddedGreat Gray Westfield Small Mid Capital Growth Equity CIT Class D | $33.0M |
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.
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 3 by compensation.
| Provider | Compensation |
|---|---|
EMPOWER ADVISORY GROUP, LLC3 years Filed as: EMPOWER ANNUITY INSURANCE COMPANY Service code 15 · EIN 06-1050034 Recordkeeping | $121,054 |
MORGAN, LEWIS & BOCKIUS LLP6 years Service code 29 · EIN 23-0891050 Legal | $46,394 |
BDO USA, LLP3 years Filed as: BDO USA, P.C. Service code 10 · EIN 13-5381590 Accounting | $30,750 |
The auditor signed off without reservation. This is the cleanest opinion.
Plan features from the filing, actuarial disclosures and related pages.
6 feature codes on the 2025 filing.
5 contacts
Phone and email for the actuary are on Pro.
11 filings · 2015 to 2025