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 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.
$427K in admin expenses, $818 per participant (all participants, line 6f).
This section lists the funds on the plan's investment schedule and what changed since the prior filing.
15 funds hold $83.3M of the plan's $84.3M. Recordkeeper: Empower.
| Fund | Dollars | % of funds% |
|---|---|---|
| Vanguard Equity Income Fund Admiral Shares Vanguard · Mutual fund | $10.3M | 12.4% |
| Vanguard 500 Index Fund Admiral Shares Vanguard · Mutual fund Index | $10.1M | 12.1% |
| Large Cap Growth / JPMorgan Investment Mgmt Fund JPMorgan · Insurance contract | $9.9M | 11.9% |
| PIMCO Total Return Fund PIMCO (Allianz) · Insurance contract | $7.9M | 9.5% |
| BlackRock Strategic Income Opportunities Portfolio Class K Shares BlackRock · Mutual fund | $7.7M | 9.3% |
| Vanguard Total Bond Market Index Fund Admiral Shares Vanguard · Mutual fund Index | $6.9M | 8.3% |
| Fidelity Long-Term Treasury Bond Index Fund Fidelity (FMR) · Mutual fund Index | $5.2M | 6.3% |
| Goldman Sachs Collective Trust Long Treasury Strips Goldman Sachs · Collective trust | $5.1M | 6.2% |
| Vanguard Ftse All-World ex-US Index Fund Institutional Shares Vanguard · Mutual fund Index | $4.9M | 5.9% |
| Empower Annuity Insurance Company Large Cap Growth I Fund Capital Bank & Trust Co. Empower · Insurance contract Recordkeeper's own fund | $3.5M | 4.3% |
| 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 |
5 more funds in this lineup: name, manager, vehicle, dollars and share are on Pro.
Dropped 3 funds.
| Fund | Year-end value |
|---|---|
| DroppedMFS Value Fund R6 | $6.6M |
| DroppedLarge Cap Growth Portfolio I | $3.5M |
| DroppedCapGp EuroPacific Growth Fund | $3.1M |
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.
5 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 2 by compensation.
| Provider | Compensation |
|---|---|
EMPOWER ADVISORY GROUP, LLC3 years Filed as: EMPOWER ANNUITY INSURANCE COMPANY Service code 13 · EIN 06-1050034 Contract Administrator | $313,279 |
Filed as: GLOBAL RETIREMENT PARTNERS Service code 13 Contract Administrator | $55,000 |
The auditor signed off without reservation. This is the cleanest opinion.
Plan features from the filing, actuarial disclosures and related pages.
2 feature codes on the 2025 filing.
1 actuary attachment on this filing.
| Actuary | Schedule | Enrollment number |
|---|---|---|
John Gericke, FSA, Ea, Maaa, Fca Empower 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.
Filed November 18, 2008 (most recent of 4 filings on file).
This is a legacy paper filing. The plan administrator and contact details are only in the original filing. We have not converted them into data fields.
4 contacts
Phone and email for the actuary are on Pro.
11 filings · 2015 to 2025