Filings through .
2 of 18 flags tripped on the 2025 filing.
Failed to transmit contributions
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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.
Fewer than 3 years of filings on record. Charts show once 3 consecutive filings are on file.
$41K in admin expenses, $233 per participant (all participants, line 6f).
This section lists the funds on the plan's investment schedule and what changed since the prior filing.
18 funds of $250K or more; 28 lines in all, holding $15.9M of the plan's $17.0M. Recordkeeper: Empower.
Target-date series: Fidelity Freedom Index, mutual fund, 21% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| Fidelity Freedom Index Fidelity (FMR) · Mutual fund Target-date, 11 vintages | $3.4M | 21.2% |
| Fidelity 500 Index Fund Fidelity (FMR) · Mutual fund Index | $3.1M | 19.6% |
| Fidelity International Index Fund Fidelity (FMR) · Mutual fund Index | $1.8M | 11.2% |
| Fidelity Large Cap Growth Index Fund Fidelity (FMR) · Mutual fund Index | $1.5M | 9.2% |
| Fidelity Large Cap Value Index Fund Fidelity (FMR) · Mutual fund Index | $955K | 6.0% |
| Lincoln Stable Value Account Lincoln Financial · Insurance contract | $913K | 5.7% |
| American Funds Strategic Bond Fund Class R-6 Capital Group · Mutual fund | $838K | 5.3% |
| JPMorgan Income Fund Class R6 JPMorgan · Mutual fund | $501K | 3.1% |
| Fidelity Emerging Markets Index Fund Fidelity (FMR) · Mutual fund Index | $473K | 3.0% |
| Fidelity Mid Cap Growth Index Fund Fidelity (FMR) · Mutual fund Index | $463K | 2.9% |
| 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 |
18 more funds in this lineup: name, manager, vehicle, dollars and share are on Pro.
18 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 |
|---|---|
MARSH & MCLENNAN AGENCY LLC1+ years Filed as: MMA SECURITIES LLC Service code 27 PO BOX 9497 · NEW YORK, NY 10087 Advisory (Plan) | $10,000 |
EMPOWER ADVISORY GROUP, LLC1+ years Filed as: EMPOWER ANNUITY Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 Recordkeeping Fees | $7,625 |
Service code 37 · EIN 04-2647786 Loan Processing | $7,434 |
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.
3 contacts
1 filing