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.
$37K in admin expenses, $110 per participant (all participants, line 6f).
This section lists the funds on the plan's investment schedule and what changed since the prior filing.
5 funds of $250K or more; 6 lines in all, holding $6.5M of the plan's $7.2M. Recordkeeper: Empower.
| Fund | Dollars | % of funds% |
|---|---|---|
| State Street S&P 500 Index Non-Lending Series Fund State Street (SSgA) · Separate account Index | $2.3M | 35.8% |
| Vanguard Real Estate Index Vanguard · Separate account Index | $1.7M | 26.2% |
| Baird Aggregate Bond Fund Institutional Baird · Separate account | $891K | 13.8% |
| Lincoln Stable Value Account Lincoln Financial · Insurance contract | $865K | 13.4% |
| Vanguard Small-Cap Index Fund Admiral Shares Vanguard · Separate account Index | $559K | 8.6% |
| JP Morgan Large Cap Growth JPMorgan · Separate account | $143K | 2.2% |
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 5 by compensation.
| Provider | Compensation |
|---|---|
EMPOWER ADVISORY GROUP, LLC3 years Filed as: EMPOWER LIFE & ANNUITY INSURANCE Service code 15 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 Recordkeeping | $1,763 |
ASCENSUS LLC3 years Filed as: FUTUREPLAN BY ASCENSUS Service code 13 101 W BROADWAY · SAN DIEGO, CA 92101 Contract Administrator | $250 |
Filed as: LINCOLN NATIONAL CORPORATION Service code 13 · EIN 35-1140070 Contract Administrator | $0 |
Filed as: MERRILL LYNCH, PIERCE, FENNER & SMI Service code 27 150 N COLLEGE ST · CHARLOTTE, NC 28255 Advisory (Plan) | $0 |
STADION MONEY MANAGEMENT1 year Service code 26 · EIN 58-2099805 Advisory (Participants) | $0 |
The auditor signed off without reservation. This is the cleanest opinion.
Plan features from the filing, actuarial disclosures and related pages.
5 feature codes on the 2025 filing.
2 contacts
10 filings · 2016 to 2025