Filings through .
2 of 18 flags tripped on the 2025 filing.
Failed to transmit contributions
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Possible retail share class: $1.2M
Mutual funds in a class the filing names that is often retail or revenue sharing. Confirm before you raise it.
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.
$153K in admin expenses, $131 per participant (all participants, line 6f).
This section lists the funds on the plan's investment schedule and what changed since the prior filing.
23 funds of $250K or more, counting each target-date vintage; shown as 14 lines, holding $76.6M of the plan's $77.7M. Recordkeeper: Empower.
Target-date series: T. Rowe Price Retirement Blend, collective trust, 60% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| T. Rowe Price Retirement Blend T. Rowe Price · Collective trust Target-date, 12 vintages | $45.6M | 59.5% |
| Fidelity 500 Index Fund Fidelity (FMR) · Mutual fund Index | $9.8M | 12.8% |
| Fidelity Contrafund K6 Fidelity (FMR) · Mutual fund | $4.1M | 5.4% |
| Fidelity Global ex U.S. Index Fund Fidelity (FMR) · Mutual fund Index | $3.6M | 4.7% |
| Columbia Trust Dividend Income Fund CAP Ameriprise (Columbia Threadneedle) · Collective trust | $2.5M | 3.2% |
| Fidelity Extended Market Index Fund Fidelity (FMR) · Mutual fund Index | $1.7M | 2.2% |
| Nomura Small Cap core Instl Manager not matched · Mutual fund | $1.4M | 1.9% |
| MFS Mid Cap Value Fund CT MFS (Sun Life) · Collective trust | $1.3M | 1.7% |
| Fidelity U.S. Bond Index Fund Fidelity (FMR) · Mutual fund Index | $1.3M | 1.7% |
| MFS International Equity CIT Class CT MFS (Sun Life) · Collective trust | $1.3M | 1.7% |
| 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 |
4 more funds in this lineup: name, manager, vehicle, dollars and share are on Pro.
Added 3 funds, dropped 2 funds, likely replaced 1 fund.
| Fund | Year-end value |
|---|---|
| AddedColumbia Trust Dividend Income Fund CAP | $2.5M |
| AddedT. Rowe Price Retirement Blend 2025 Trust | $2.1M |
| DroppedMFS Value Fund R3 | $1.5M |
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.
4 more lines and 3 more changes 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, LLC4 years Filed as: EMPOWER ANNUITY INSURANCE COMPANY O Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 Recordkeeping Fees | $112,212 |
EMPOWER ADVISORY GROUP, LLC4 years Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 Investment Management | $41,065 |
The auditor signed off without reservation. This is the cleanest opinion.
Plan features from the filing, actuarial disclosures and related pages.
7 feature codes on the 2025 filing.
2 contacts
11 filings · 2015 to 2025