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.
This section lists the funds on the plan's investment schedule and what changed since the prior filing.
12 funds of $250K or more; 26 lines in all, holding $13.9M of the plan's $13.9M. Recordkeeper: Empower.
Target-date series: Vanguard Target Retirement, mutual fund, 58% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| Vanguard Target Retirement Vanguard · Mutual fund Target-date, 5 vintages | $8.0M | 57.6% |
| Fidelity Advisor Equity Growth Fund Class Z Fidelity (FMR) · Mutual fund | $936K | 6.8% |
| American Funds American Mutual R6 Capital Group · Mutual fund | $564K | 4.1% |
| Vanguard Growth and Income Fund Admiral Shares Vanguard · Mutual fund | $540K | 3.9% |
| JPMorgan Mid Cap Growth Fund Class R6 JPMorgan · Mutual fund | $361K | 2.6% |
| Capital Income Builder Class R-6 Capital Group · Mutual fund | $343K | 2.5% |
| Lord Abbett Short Duration Income Fund Class R6 Lord Abbett · Mutual fund | $342K | 2.5% |
| Janus Henderson Triton Fund Class N Janus Henderson · Mutual fund | $329K | 2.4% |
| Franklin International Growth Fund Class R6 Franklin Templeton · Mutual fund | $263K | 1.9% |
| PIMCO Int Bond (USD-Hedged) Inst PIMCO (Allianz) · Mutual fund | $233K | 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 |
16 more funds in this lineup: name, manager, vehicle, dollars and share are on Pro.
No lineup changes between the 2024 and 2025 filings.
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.
16 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 |
|---|---|
HEIM YOUNG & ASSOCIATES INC11+ years Service code 55 1256 E KINGSLEY ST · SPRINGFIELD, MO 65804 Other Commissions | $29,837 |
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 | $0 |
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