Filings through .
2 of 17 flags tripped on the 2025 filing.
Failed to transmit contributions
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
High fees
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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.
$101K in admin expenses, $309 per participant (all participants, line 6f).
This section lists the funds on the plan's investment schedule and what changed since the prior filing.
11 funds of $250K or more; 19 lines in all, holding $15.0M of the plan's $15.2M. Recordkeeper: Empower.
| Fund | Dollars | % of funds% |
|---|---|---|
| Indexselect Moderate 2035 Fund CL I Manager not matched · Mutual fund | $4.6M | 30.5% |
| Empower S&P 500 Index Separate Acct (IS) Empower · Separate account IndexRecordkeeper's own fund | $2.0M | 13.2% |
| IndexSelect Moderate 2045 Fund CL I Manager not matched · Mutual fund | $1.6M | 10.6% |
| Putnam Stable Value Fund SA Franklin Templeton · Stable value Stable value | $1.5M | 9.7% |
| Indexselect Moderate 2055 Fund CL I Manager not matched · Mutual fund | $1.2M | 7.7% |
| Indexselect Moderate Retire Fund CL I Manager not matched · Mutual fund | $1.0M | 6.8% |
| T. Rowe US Lg Cap Growth Eqty (IS Pltfm) T. Rowe Price · Mutual fund | $602K | 4.0% |
| International GR II I1 Manager not matched · Collective trust | $586K | 3.9% |
| Core Plus Bond Fund Class I1 Manager not matched · Collective trust | $447K | 3.0% |
| Fidelity Mid Cap Index Fund Fidelity (FMR) · Mutual fund Index | $425K | 2.8% |
| 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 |
9 more funds in this lineup: name, manager, vehicle, dollars and share are on Pro.
Added 4 funds, dropped 3 funds, likely replaced 1 fund.
| Fund | Year-end value |
|---|---|
| DroppedBlackRock LifePath Index 2035 Trust | $6.1M |
| AddedIndexselect Moderate 2035 Fund CL I | $4.6M |
| ReplacedHighFidelity 500 Index Fund to Empower S&P 500 Index Separate Acct (IS) | $1.6M to $2.0M |
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 5 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 3 by compensation.
| Provider | Compensation |
|---|---|
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 | $60,478 |
NFP RETIREMENT INC5 years Filed as: NFP Service code 27 1060 MAITLAND CENTER COMMON · MAITLAND, FL 32751 Advisory (Plan) | $40,021 |
EMPOWER ADVISORY GROUP, LLC4 years Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 Investment Management | $10,653 |
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.
Filed February 11, 2011.
This is a legacy paper filing. The plan administrator and contact details are only in the original filing. We have not converted them into data fields.
2 contacts
11 filings · 2015 to 2025