Filings through .
3 of 17 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.
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.
$21K in admin expenses, $151 per participant (all participants, line 6f).
This section lists the funds on the plan's investment schedule and what changed since the prior filing.
17 funds of $250K or more, counting each target-date vintage; shown as 13 lines, holding $34.4M of the plan's $35.9M. Recordkeeper: Empower.
Target-date series: Vanguard Target Retirement, collective trust, 40% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| Vanguard Target Retirement Vanguard · Collective trust Target-date, 11 vintages | $13.7M | 39.9% |
| Stable Value Fund Principal · Insurance contract | $10.9M | 31.8% |
| Vanguard Growth Index Fund Institutional Shares Vanguard · Mutual fund Index | $3.2M | 9.3% |
| Vanguard Institutional 500 Index Trust Unit C Vanguard · Collective trust Index | $3.0M | 8.8% |
| Vanguard Mid-Cap Index Fund Institutional Plus Shares Vanguard · Mutual fund Index | $1.1M | 3.3% |
| Vanguard Value Index Fund Institutional Shares Vanguard · Mutual fund Index | $821K | 2.4% |
| Putnam Large Cap Value Fund Franklin Templeton · Mutual fund | $486K | 1.4% |
| Vanguard Small-Cap Index Fund Institutional Shares Vanguard · Mutual fund Index | $432K | 1.3% |
| Vanguard Developed Markets Index Trust Unit D Vanguard · Collective trust Index | $268K | 0.8% |
| Baird Core Plus Bond Fund Institutional Baird · Mutual fund | $215K | 0.6% |
| 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 |
3 more funds in this lineup: name, manager, vehicle, dollars and share are on Pro.
Moved 1 fund from mutual fund to collective trust.
| Fund | Year-end value |
|---|---|
| Mutual fund to collective trustVanguard Developed Markets Index Fund Institutional Shares to Vanguard Developed Markets Index Trust Unit D | $189K to $268K |
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.
3 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 3 by compensation.
| Provider | Compensation |
|---|---|
EMPOWER ADVISORY GROUP, LLC2 years Filed as: EMPOWER ANNUITY INSURANCE COMPANY O Service code 50 · EIN 06-1050034 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 Direct Payment | $6,709 |
STATE STREET GLOBAL ADVISORS3 years Filed as: STATE STREET CORPORATION Service code 19 · EIN 04-1867445 1776 HERITAGE DRIVE · NORTH QUINCY, MA 02171 Securities Custodian | $5,989 |
THE SEGAL COMPANY9 years Filed as: SEGAL MARCO ADVISORS Service code 27 · EIN 13-2646110 116 HUNTINGTON AVENUE · BOSTON, MA 02116 Advisory (Plan) | $5,000 |
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.
2 contacts
11 filings · 2015 to 2025