Filings through .
2 of 18 flags tripped on the 2025 filing.
High fees
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Few collective trusts
<1% 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 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.
$122K in admin expenses, $419 per participant (all participants, line 6f).
This section lists the funds on the plan's investment schedule and what changed since the prior filing.
24 funds of $250K or more; 27 lines in all, holding $51.2M of the plan's $54.2M. Recordkeeper: Empower.
| Fund | Dollars | % of funds% |
|---|---|---|
| JPMorgan Large Cap Growth Fund JPMorgan · Mutual fund | $8.1M | 15.8% |
| Vanguard 500 Index Fund Admiral Shares Vanguard · Mutual fund Index | $5.6M | 11.0% |
| First Eagle Global Fund Class R6 First Eagle · Mutual fund | $5.4M | 10.6% |
| American Funds Washington Mutual Capital Group · Mutual fund | $3.8M | 7.4% |
| Vanguard Strategic Equity Fund Investor Shares Vanguard · Mutual fund | $3.8M | 7.4% |
| Vanguard Mid-Cap Index Fund Admiral Shares Vanguard · Mutual fund Index | $3.1M | 6.0% |
| GGT Capital Group 2055 Fund Capital Group · Mutual fund | $2.7M | 5.2% |
| Capital Group 2045 Fund Capital Group · Mutual fund | $2.6M | 5.2% |
| Per Page 4 of Financial Statements Key Guaranteed Portfolio Fund Manager not matched · Insurance contract | $2.1M | 4.2% |
| Capital Group 2050 Fund Capital Group · Mutual fund | $1.7M | 3.2% |
| 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 |
17 more funds in this lineup: name, manager, vehicle, dollars and share are on Pro.
Added 1 fund.
| Fund | Year-end value |
|---|---|
| AddedJPMorgan Large Cap Growth Fund | $8.1M |
Stable value and insurance contract lines, renames and class changes are not counted. Left out here: 1 stable value or insurance line.
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.
17 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 5 by compensation.
| Provider | Compensation |
|---|---|
CFS INVESTMENT ADVISORY SERVICES11+ years Service code 27 97 LACKAWANNA AVE, SUITE 101 · TOTOWA, NJ 07514 Advisory (Plan) | $85,045 |
EMPOWER ADVISORY GROUP, LLC4 years Filed as: EMPOWER ANNUITY INSUR CO OF AMERICA Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 Recordkeeping Fees | $28,623 |
EMPOWER ADVISORY GROUP, LLC4 years Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 Investment Management | $19,490 |
Service code 13 494 SYCAMORE AVE STE 100 · SHREWSBURY, NJ 07702 Contract Administrator | $12,382 |
PRIME PENSIONS, INC.1 year Filed as: PRIME PENSIONS INC Service code 13 25B VREELAND ROAD, SUITE 209 · FLORHAM PARK, NJ 07932 Contract Administrator | $1,156 |
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
11 filings · 2015 to 2025