Filings through .
2 of 18 flags tripped on the 2025 filing.
Corrective distributions
Plan reported corrective distributions (failed ADP/ACP testing).
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.
$46K in admin expenses, $289 per participant (all participants, line 6f).
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 $8.0M of the plan's $8.0M. Recordkeeper: Empower.
Target-date series: BlackRock LifePath Index, mutual fund, 58% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| BlackRock LifePath Index BlackRock · Mutual fund Target-date, 9 vintages | $4.7M | 58.4% |
| iShares S&P 500 Index Fund Class K Shares BlackRock · ETF Index | $865K | 10.8% |
| iShares U.S. Aggregate Bond Index Fund Class K Shares BlackRock · ETF Index | $439K | 5.5% |
| Putnam Stable Value Fund Franklin Templeton · Stable value Stable value | $400K | 5.0% |
| Pgim Total Return Bond Fund Class R6 Prudential (PGIM) · Mutual fund | $272K | 3.4% |
| iShares Russell Mid-Cap Index Fund Class K BlackRock · ETF Index | $250K | 3.1% |
| Registered Investment Companies American Funds EuroPacific Growth Fund R6 Capital Group · Mutual fund | $215K | 2.7% |
| iShares MSCI EAFE International Index Fund Class K BlackRock · ETF Index | $208K | 2.6% |
| American Funds Washington Mutual R6 Capital Group · Mutual fund | $188K | 2.4% |
| JPMorgan Large Cap Growth Fund Class R6 JPMorgan · Mutual fund | $145K | 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.
No lineup changes between the 2024 and 2025 filings.
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, not money moved.
9 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 |
|---|---|
WELLS FARGO BANK, N.A.4 years Filed as: WELLS FARGO ADVISORS LLC Service code 27 401 S TRYON ST 11TH FL D1050-111 · CHARLOTTE, NC 28081 Advisory (Plan) | $23,711 |
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 | $17,360 |
EMPOWER ADVISORY GROUP, LLC4 years Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 Investment Management | $4,544 |
The auditor signed off without reservation. This is the cleanest opinion.
Plan features from the filing, actuarial disclosures and related pages.
7 feature codes on the 2025 filing.
2 contacts
11 filings · 2015 to 2025