Filings through .
No flags tripped on the 2024 filing.
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 2024 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.
$46K in admin expenses, $205 per participant (all participants, line 6f).
This section lists the funds on the plan's investment schedule and what changed since the prior filing.
12 funds of $250K or more; 23 lines in all, holding $7.3M of the plan's $7.5M. Recordkeeper: Empower.
Target-date series: BlackRock LifePath Index, mutual fund, 43% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| BlackRock LifePath Index BlackRock · Mutual fund Target-date, 9 vintages | $3.1M | 43.0% |
| Vanguard 500 Index Fund Admiral Shares Vanguard · Mutual fund Index | $738K | 10.1% |
| AB US Large Cap Growth CIT W Sers P1 AllianceBernstein · Collective trust | $584K | 8.0% |
| Vanguard Total Stock Market Index Fund Admiral Shares Vanguard · Mutual fund Index | $569K | 7.8% |
| Blackrock MID CAP Growth Equity Portfolio Class K BlackRock · Mutual fund | $397K | 5.4% |
| Vanguard Small-Cap Index Fund Admiral Shares Vanguard · Mutual fund Index | $355K | 4.9% |
| Federated Government Obligs Premie Federated Hermes · Mutual fund | $316K | 4.3% |
| Vanguard Total International Stock Index Fund Admiral Shares Vanguard · Mutual fund Index | $291K | 4.0% |
| MFS Mid Cap Value Fund R6 MFS (Sun Life) · Mutual fund | $208K | 2.9% |
| Vanguard Mid-Cap Index Fund Admiral Shares Vanguard · Mutual fund Index | $180K | 2.5% |
| 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 |
13 more funds in this lineup: name, manager, vehicle, dollars and share are on Pro.
13 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 O Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 Recordkeeping Fees | $25,580 |
Filed as: FIRST CITIZENS BANK AND TRUST COMPA Service code 27 PO BOX 29522 · RALEIGH, NC 27626 Advisory (Plan) | $19,939 |
EMPOWER ADVISORY GROUP, LLC2 years Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 Investment Management | $885 |
The auditor signed off without reservation. This is the cleanest opinion.
Plan features from the filing, actuarial disclosures and related pages.
10 feature codes on the 2024 filing.
2 contacts
10 filings · 2015 to 2024