Filings through .
2 of 18 flags tripped on the 2025 filing.
Low returns
Annual investment return is in the bottom quintile of the peer cohort.
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.
$3K in admin expenses, $15 per participant (all participants, line 6f).
This section lists the funds on the plan's investment schedule and what changed since the prior filing.
9 funds of $250K or more; 20 lines in all, holding $5.9M of the plan's $5.9M. Recordkeeper: Empower.
Target-date series: American Funds Target Date, mutual fund, 26% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| American Funds Target Date Capital Group · Mutual fund Target-date, 5 vintages | $1.6M | 26.4% |
| MFS Total Return Fund MFS (Sun Life) · Mutual fund | $724K | 12.2% |
| MFS Growth Fund MFS (Sun Life) · Mutual fund | $510K | 8.6% |
| MFS U.S. Government Money Market Fund MFS U.S.Government Money Market Fund MFS (Sun Life) · Money market | $461K | 7.8% |
| MFS Massachusetts Investors Growth MFS (Sun Life) · Mutual fund | $430K | 7.3% |
| MFS Core Equity Fund MFS (Sun Life) · Mutual fund | $403K | 6.8% |
| JPMorgan U.S. Equity Fund JPMorgan · Mutual fund | $386K | 6.5% |
| MFS International Growth Fund MFS (Sun Life) · Mutual fund | $243K | 4.1% |
| MFS Mid Cap Growth Fund MFS (Sun Life) · Mutual fund | $235K | 4.0% |
| Calvert Income Fund Morgan Stanley · Mutual fund | $225K | 3.8% |
| 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 |
10 more funds in this lineup: name, manager, vehicle, dollars and share are on Pro.
10 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 4 by compensation.
| Provider | Compensation |
|---|---|
LPL FINANCIAL5 years Service code 55 Other Commissions | $12,360 |
EMPOWER ADVISORY GROUP, LLC2 years Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 Investment Management | $2,278 |
EMPOWER ADVISORY GROUP, LLC2 years Filed as: EMPOWER ANNUITY INS CO OF AMERICA Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 Recordkeeping Fees | $518 |
LPL FINANCIAL8 years Filed as: LPL FINANCIAL, LLC Service code 55 PO BOX 509026 · SAN DIEGO, CA 92150-9026 Other Commissions | $0 |
The auditor signed off without reservation. This is the cleanest opinion.
Plan features from the filing, actuarial disclosures and related pages.
4 feature codes on the 2025 filing.
2 contacts
10 filings · 2016 to 2025