Filings through .
2 of 17 flags tripped on the 2025 filing.
Corrective distributions
Plan reported corrective distributions (failed ADP/ACP testing).
High fees
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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.
$51K in admin expenses, $350 per participant (all participants, line 6f).
This section lists the funds on the plan's investment schedule and what changed since the prior filing.
22 funds of $250K or more; 25 lines in all, holding $25.6M of the plan's $25.7M. Recordkeeper: Empower.
Target-date series: BlackRock LifePath Index, mutual fund, 26% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| BlackRock LifePath Index BlackRock · Mutual fund Target-date, 8 vintages | $6.6M | 25.9% |
| Fidelity 500 Index Fund Fidelity (FMR) · Mutual fund Index | $4.7M | 18.4% |
| Large Cap Growth Fund II Fee Clase R1 Manager not matched · Collective trust | $2.4M | 9.4% |
| Dodge & Cox Stock Fund Class X Dodge & Cox · Mutual fund | $1.6M | 6.2% |
| Dodge & Cox Income Fund Class X Dodge & Cox · Mutual fund | $1.2M | 4.7% |
| Fidelity International Index Fund Fidelity (FMR) · Mutual fund Index | $1.1M | 4.3% |
| Fidelity Small Cap Index Fund Fidelity (FMR) · Mutual fund Index | $1.1M | 4.3% |
| Fidelity Mid Cap Index Fund Fidelity (FMR) · Mutual fund Index | $982K | 3.8% |
| Dodge & Cox International Stock Fund Class X Dodge & Cox · Mutual fund | $915K | 3.6% |
| Mid Cap Growth II R1 Manager not matched · Collective trust | $767K | 3.0% |
| 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 |
15 more funds in this lineup: name, manager, vehicle, dollars and share are on Pro.
Added 1 fund, dropped 1 fund.
| Fund | Year-end value |
|---|---|
| AddedSmall CAP Growth Fund R6 Class | $537K |
| DroppedMFS New Discovery Fund R6 | $438K |
Stable value and insurance contract lines, renames and class changes are not counted. Left out here: 1 stable value or insurance line, 2 renames.
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.
15 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, LLC4 years Filed as: EMPOWER ANNUITY INS. CO. OF AMERICA Service code 15 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 Recordkeeping | $25,635 |
EMPOWER ADVISORY GROUP, LLC4 years Service code 19 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 Securities Custodian | $24,021 |
The auditor signed off without reservation. This is the cleanest opinion.
Plan features from the filing, actuarial disclosures and related pages.
9 feature codes on the 2025 filing.
3 contacts
11 filings · 2015 to 2025