Filings through .
1 of 17 flags tripped on the 2025 filing.
Corrective distributions
Plan reported corrective distributions (failed ADP/ACP testing).
How this plan compares with plans of the same size, type and industry, and how it moved year over year.
Each metric ranked against plans of the same size, type and industry.
Peer percentiles for 6 metrics are on Pro. Free for 7 days, then $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. Free for 7 days, then $49 a month.
$122K in admin expenses, $266 per participant (all participants, line 6f).
The funds on the plan's investment schedule and what changed since the prior filing.
23 funds of $250K or more; 31 lines in all, holding $84.9M of the plan's $89.1M. Recordkeeper: Empower.
| Fund | Dollars | % of funds% |
|---|---|---|
| Blackrock Equity Index Fund BlackRock · Collective trust Index | $10.4M | 12.2% |
| Guaranteed Interest Account Manager not matched · Insurance contract | $10.2M | 12.0% |
| IndexSelect Moderate 2055 Fund Manager not matched · Collective trust | $9.1M | 10.7% |
| Large Cap Growth II CIT Manager not matched · Collective trust | $8.1M | 9.6% |
| IndexSelect Moderate 2035 Fund Manager not matched · Collective trust | $8.1M | 9.5% |
| IndexSelect Moderate Retirement Fund Manager not matched · Collective trust | $7.6M | 8.9% |
| IndexSelect Moderate 2045 Fund Manager not matched · Collective trust | $7.5M | 8.9% |
| Vanguard Equity Income Fund Vanguard · Mutual fund | $4.5M | 5.3% |
| Blackrock EAFE Equity Index FD BlackRock · Collective trust Index | $3.2M | 3.8% |
| BlackRock US Debt Index Fund BlackRock · Collective trust Index | $3.2M | 3.8% |
| 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 |
21 more funds in this lineup: name, manager, vehicle, dollars and share are on Pro.
Added 3 funds, dropped 2 funds.
| Fund | Year-end value |
|---|---|
| AddedPgim Total Return Bond Fund CIT | $1.5M |
| DroppedCore Plus Bond Fund | $1.4M |
| AddedIndexSelect Growth 2035 Fund | $668K |
Stable value and insurance contract lines, renames and class changes are not counted. Left out here: 1 rename.
Changes of at least $250K and 0.1% of the plan between the 2024 and 2025 filings. Values are year-end holdings, not money moved.
21 more lines and 2 more changes in this lineup are on Pro. Free for 7 days, then $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.
Who is paid to serve the plan, who audits it, and who signs the filing.
Top 2 by compensation.
| Provider | Compensation |
|---|---|
KESTRA FINANCIAL3 years Filed as: KESTRA ADVISORY SERVICES LLC Service code 27 5707 SWST PRKWY BLDG 2 · AUSTIN, TX 78735 Advisory (Plan) | $75,470 |
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 | $46,250 |
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 2025 filing.
2 contacts
11 filings · 2015 to 2025