Filings through .
2 of 17 flags tripped on the 2025 filing.
Corrective distributions
Plan reported corrective distributions (failed ADP/ACP testing).
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.
$53K in admin expenses, $291 per participant (all participants, line 6f).
This section lists the funds on the plan's investment schedule and what changed since the prior filing.
16 funds of $250K or more; 19 lines in all, holding $14.1M of the plan's $14.1M. Recordkeeper: Empower.
Target-date series: American Funds Target Date, mutual fund, 54% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| American Funds Target Date Capital Group · Mutual fund Target-date, 9 vintages | $7.7M | 54.4% |
| Large Cap Growth / JP Morgan Invst Mgmt JPMorgan · Collective trust | $914K | 6.5% |
| PIMCO Income Fund Institutional PIMCO (Allianz) · Mutual fund | $899K | 6.4% |
| Fidelity 500 Index Fund Fidelity (FMR) · Mutual fund Index | $863K | 6.1% |
| Capital World Growth & Income Fund Class R-6 Capital Group · Mutual fund | $762K | 5.4% |
| Fidelity Mid Cap Index Fund Fidelity (FMR) · Mutual fund Index | $710K | 5.0% |
| Columbia Dividend Value (IS Platform) Ameriprise (Columbia Threadneedle) · Collective trust | $498K | 3.5% |
| Thornburg Investment Income Builder Fund - Class R6 Thornburg · Mutual fund | $381K | 2.7% |
| Fidelity Small Cap Index Fund Fidelity (FMR) · Mutual fund Index | $310K | 2.2% |
| Federated Hermes Total Return Bond Fund Class R6 Shares Federated Hermes · Mutual fund | $257K | 1.8% |
| 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 1 fund, dropped 1 fund.
| Fund | Year-end value |
|---|---|
| AddedColumbia Dividend Value (IS Platform) | $498K |
| DroppedColumbia Dividend Income Fund Institutional Class | $368K |
Stable value and insurance contract lines, renames and class changes are not counted. Left out here: 5 renames.
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 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 |
|---|---|
LPL FINANCIAL3 years Service code 27 PO BOX 502533 · SAN DIEGO, CA 92150 Advisory (Plan) | $29,175 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 Recordkeeping Fees | $23,961 |
EMPOWER ADVISORY GROUP, LLC4 years Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 Investment Management | $341 |
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