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 9 years on record. Charts need 3 years.
Older filings: assets, participants, contributions and return for each year are on Pro.
8 more years of history are on Pro. Pro is free for 7 days and then costs $49 a month.
$45K in admin expenses, $128 per participant (all participants, line 6f).
This section lists the funds on the plan's investment schedule and what changed since the prior filing.
17 funds of $250K or more; 19 lines in all, holding $51.4M of the plan's $51.5M. Recordkeeper: Empower.
Target-date series: American Funds Target Date, mutual fund, 56% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| American Funds Target Date Capital Group · Mutual fund Target-date, 11 vintages | $29.0M | 56.5% |
| Vanguard 500 Index Fund Vanguard · Mutual fund Index | $11.5M | 22.3% |
| Vanguard Total International Stock Index Fund Vanguard · Mutual fund Index | $2.8M | 5.5% |
| <2 A (-) Key Guaranteed Portfolio Manager not matched · Insurance contract | $1.7M | 3.2% |
| PIMCO Income Fund Institutional PIMCO (Allianz) · Mutual fund | $1.3M | 2.5% |
| Vanguard Small-Cap Index Fund Vanguard · Mutual fund Index | $1.1M | 2.2% |
| Vanguard Mid-Cap Index Fund Vanguard · Mutual fund Index | $1.1M | 2.2% |
| Fidelity Large Cap Growth Index Fund Fidelity (FMR) · Mutual fund | $953K | 1.9% |
| Vanguard Equity Income Fund Vanguard · Mutual fund | $275K | 0.5% |
| Smallcap World Fund Inc Capital Group · Mutual fund | $260K | 0.5% |
| 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 |
9 more funds in this lineup: name, manager, vehicle, dollars and share are on Pro.
Added 2 funds, dropped 3 funds.
| Fund | Year-end value |
|---|---|
| AddedPIMCO Income Fund Institutional | $1.3M |
| DroppedVanguard Intermediate-Term Treasury Fund | $573K |
| DroppedPutnam Dynamic Asset Allocation Growth Fund | $269K |
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.
9 more lines and 2 more changes 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 Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 Investment Management | $23,835 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY O Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 Recordkeeping Fees | $21,355 |
The auditor signed off without reservation. This is the cleanest opinion.
Plan features from the filing, actuarial disclosures and related pages.
8 feature codes on the 2025 filing.
2 contacts
9 filings · 2017 to 2025