Filings through .
1 of 17 flags tripped on the 2025 filing.
Wind-down / frozen
Plan appears closed to new enrollment or frozen - balance-holders far exceed active participants, or the plan reports active distributions with no inflows. Exclude from peer benchmarks.
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.
$136K in admin expenses, $490 per participant (all participants, line 6f).
This section lists the funds on the plan's investment schedule and what changed since the prior filing.
10 funds hold $17.4M of the plan's $17.4M. Recordkeeper: Empower.
| Fund | Dollars | % of funds% |
|---|---|---|
| Neuberger Strategic Income Fund Neuberger Berman · Mutual fund | $2.7M | 15.7% |
| TCW Metwest Total Return Bond Fund TCW · Mutual fund | $2.7M | 15.4% |
| Nomura Extended Duration Bond Fund Class R6 Macquarie / Nomura · Mutual fund | $2.5M | 14.4% |
| Eupac Fund Capital Group · Mutual fund | $2.2M | 12.9% |
| Fidelity Extended Market Index Fund Fidelity (FMR) · Mutual fund Index | $1.8M | 10.6% |
| Fidelity 500 Index Fund Fidelity (FMR) · Mutual fund Index | $1.8M | 10.5% |
| BlackRock 1-3 Year Government Bond Index Fund BlackRock · Collective trust Index | $1.3M | 7.7% |
| Vanguard Federal Money Market Fund Investor Shares Vanguard · Money market | $823K | 4.7% |
| Blue Chip Fund Principal · Mutual fund | $747K | 4.3% |
| Vanguard Equity Income Fund Investor Shares Vanguard · Mutual fund | $686K | 3.9% |
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 2 by compensation.
| Provider | Compensation |
|---|---|
EMPOWER ADVISORY GROUP, LLC4 years Filed as: GREAT WEST LIFE & ANNUITY INS. CO. Service code 13 · EIN 84-0467907 Contract Administrator | $102,000 |
Filed as: ONE DIGITAL Service code 27 200 GALLERIA PKWY, SUITE 1950 · ATLANTA, GA 30339 Advisory (Plan) | $0 |
The auditor signed off without reservation. This is the cleanest opinion.
Plan features from the filing, actuarial disclosures and related pages.
1 feature code on the 2025 filing.
1 actuary attachment on this filing.
| Actuary | Schedule | Enrollment number |
|---|---|---|
Richard L. Gordon Milliman Schedule SB | Schedule SB |
Enrollment number, address and phone for each actuary are on Pro.
Addresses, phones and enrollment numbers are on Pro. Pro is free for 7 days and then costs $49 a month.
4 contacts
Phone and email for the actuary are on Pro.
10 filings · 2016 to 2025