Filings through .
2 of 17 flags tripped on the 2025 filing.
High fees
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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.
$44K in admin expenses, $290 per participant (all participants, line 6f).
This section lists the funds on the plan's investment schedule and what changed since the prior filing.
21 funds of $250K or more, counting each target-date vintage; shown as 18 lines, holding $39.1M of the plan's $39.1M. Recordkeeper: Empower.
Target-date series: Nuveen Lifecycle Index, mutual fund, 12% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| Ssga S&P 500 Index Fund State Street (SSgA) · Collective trust Index | $9.6M | 24.6% |
| Nuveen Large Cap Growth Index Fund TIAA (Nuveen) · Mutual fund Index | $4.6M | 11.7% |
| Nuveen Lifecycle Index TIAA (Nuveen) · Mutual fund Target-date, 12 vintages | $4.5M | 11.5% |
| Vanguard Mid-Cap Index Fund Vanguard · Mutual fund Index | $4.3M | 10.9% |
| Value of Interest in Registered Investment Market Vanguard · Money market | $2.2M | 5.6% |
| Value of Interest in Registered Investment Bond Index Vanguard · Mutual fund Index | $2.0M | 5.0% |
| Vanguard Mid-Cap Value Index Fund Vanguard · Mutual fund Index | $1.9M | 4.8% |
| Vanguard Value Index Fund Vanguard · Mutual fund Index | $1.9M | 4.7% |
| Fidelity International Index Fund Fidelity (FMR) · Mutual fund Index | $1.8M | 4.6% |
| Vanguard Small-Cap Index Fund Vanguard · Mutual fund Index | $1.4M | 3.6% |
| 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 |
8 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.
8 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 Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 Recordkeeping Fees | $24,104 |
THE FINWAY GROUP2 years Filed as: THE FINWAY GROUP LLC Service code 13 5625 MILLS CIVIC PKWY STE 101 · WEST DES MOINES, IA 50266 Contract Administrator | $14,515 |
Service code 99 6300 BRIDGE POINT PKWY BLDG 1 · AUSTIN, TX 78730 Other Fees | $8,174 |
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.
3 contacts
11 filings · 2015 to 2025