Filings through .
No flags tripped on the 2025 filing.
How this plan compares with plans of the same size, type and industry, and how it moved year over year.
Each metric ranked against plans of the same size, type and industry.
Peer percentiles for 6 metrics are on Pro. Free for 7 days, then $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. Free for 7 days, then $49 a month.
$90K in admin expenses, $236 per participant (all participants, line 6f).
The funds on the plan's investment schedule and what changed since the prior filing.
26 funds of $250K or more, counting each target-date vintage; shown as 19 lines, holding $71.6M of the plan's $71.9M. Recordkeeper: Empower.
Target-date series: T. Rowe Price Retirement Blend, collective trust, 25% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| T. Rowe Price Retirement Blend T. Rowe Price · Collective trust Target-date, 11 vintages | $17.6M | 24.6% |
| Large Cap Growth / Jennison Fund Prudential (PGIM) · Mutual fund | $9.1M | 12.8% |
| Empower S&P 500 Index Separate Acct (IS) Empower · Mutual fund IndexRecordkeeper's own fund | $7.5M | 10.5% |
| American Funds Washington Mutual R6 Capital Group · Mutual fund | $7.1M | 9.9% |
| American Balanced Fund Class R-6 Capital Group · Mutual fund | $5.8M | 8.0% |
| MFS International Equity CIT Class CT MFS (Sun Life) · Collective trust | $4.2M | 5.9% |
| Guaranteed Interest Fund at Manager not matched · Insurance contract | $3.3M | 4.7% |
| Prudential Core Plus Bond Fund Prudential (PGIM) · Mutual fund | $3.3M | 4.6% |
| NT Collective S&P 400 Index DC NL CT Northern Trust · Collective trust Index | $3.2M | 4.5% |
| NT Collective Russell 2000 Indx DC NL CT Northern Trust · Collective trust Index | $2.0M | 2.8% |
| 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 |
9 more funds in this lineup: name, manager, vehicle, dollars and share are on Pro.
Added 7 funds, dropped 3 funds, likely replaced 5 funds. Moved to another target-date series. Changed share class on 1 fund.
| Fund | Year-end value |
|---|---|
| Target-date switchFidelity Freedom Blend 2035 Trust to T. Rowe Price Retirement Blend 2035 Trust | $14.5M to $17.6M |
| AddedLarge Cap Growth / Jennison Fund | $9.1M |
| ReplacedHighVanguard Institutional Index Fund Institutional Plus Shares to Empower S&P 500 Index Separate Acct (IS) | $6.7M to $7.5M |
Stable value and insurance contract lines, renames and class changes are not counted. Left out here: 3 stable value or insurance lines.
Changes of at least $250K and 0.1% of the plan between the 2024 and 2025 filings. Values are year-end holdings, not money moved.
9 more lines and 14 more changes in this lineup are on Pro. Free for 7 days, then $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.
Who is paid to serve the plan, who audits it, and who signs the filing.
Top 3 by compensation.
| Provider | Compensation |
|---|---|
ACEC RETIREMENT TRUST7 years Service code 99 1510 WOODSTOCK RD · ROSWELL, GA 30075-2132 Other Fees | $72,822 |
EMPOWER ADVISORY GROUP, LLC4 years Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 Investment Management | $12,694 |
EMPOWER ADVISORY GROUP, LLC3 years Filed as: EMPOWER LIFE & ANNUITY INSURANCE CO Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 Recordkeeping Fees | $3,921 |
The auditor signed off without reservation. This is the cleanest opinion.
Plan features from the filing, actuarial disclosures and related pages.
8 feature codes on the 2025 filing.
2 contacts
11 filings · 2015 to 2025