Filings through .
4 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).
Low participation
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Low returns
Annual investment return is in the bottom quintile of the peer cohort.
Few collective trusts
0% of fund dollars in collective trusts, which often cost less than the same strategy as a mutual fund.
How this plan compares with plans of the same size, type and industry, and how it moved year over year.
Each metric ranked against plans of the same size, type and industry.
Peer percentiles for 6 metrics are on Pro. Free for 7 days, then $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. Free for 7 days, then $49 a month.
$94K in admin expenses, $141 per participant (all participants, line 6f).
The funds on the plan's investment schedule and what changed since the prior filing.
15 funds of $250K or more; 30 lines in all, holding $42.8M of the plan's $43.5M. Recordkeeper: Empower.
| Fund | Dollars | % of funds% |
|---|---|---|
| LICRFR6 Manager not matched · Other | $14.2M | 33.1% |
| LIC35R6 Manager not matched · Other | $7.4M | 17.3% |
| Ivfiax Manager not matched · Other | $3.6M | 8.5% |
| Isgvdso Manager not matched · Other | $3.3M | 7.8% |
| LIC4SR6 Manager not matched · Other | $3.3M | 7.6% |
| Imbczx Manager not matched · Other | $2.3M | 5.3% |
| LICSSR6 Manager not matched · Other | $2.0M | 4.7% |
| Ivwnax Manager not matched · Other | $1.2M | 2.7% |
| 1VFUX Manager not matched · Other | $1.0M | 2.4% |
| Imefzx Manager not matched · Other | $416K | 1.0% |
| 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 |
20 more funds in this lineup: name, manager, vehicle, dollars and share are on Pro.
20 more lines in this lineup are on Pro. Free for 7 days, then $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.
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 | $50,704 |
EDWARD JONES3 years Filed as: EDWARD D JONES & CO LP Service code 27 12555 MANCHESTER RD · ST LOUIS, MO 63131 Advisory (Plan) | $41,306 |
EMPOWER ADVISORY GROUP, LLC3 years Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 Investment Management | $2,135 |
The auditor signed off without reservation. This is the cleanest opinion.
Plan features from the filing, actuarial disclosures and related pages.
6 feature codes on the 2025 filing.
2 contacts
11 filings · 2015 to 2025