Filings through .
2 of 18 flags tripped on the 2025 filing.
Low participant contribution
Participant contribution per participant 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.
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.
$254K in admin expenses, $164 per participant (all participants, line 6f).
This section lists the funds on the plan's investment schedule and what changed since the prior filing.
24 funds of $250K or more, counting each target-date vintage; shown as 15 lines, holding $128M of the plan's $129M. Recordkeeper: Empower.
Target-date series: T. Rowe Price Retirement, other, 26% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| American Balanced Fund R6 Capital Group · Mutual fund | $60.2M | 47.0% |
| T. Rowe Price Retirement T. Rowe Price · Separate account Target-date, 12 vintages | $32.7M | 25.5% |
| T. Rowe Price Blue Chip Growth Fund, Inc. T. Rowe Price Blue Chip Growth Fund-I Class T. Rowe Price · Separate account | $7.0M | 5.5% |
| Vanguard Federal Money Market Fund Investor Shares Vanguard · Money market | $4.9M | 3.8% |
| NEW Perspective Fund Class R-6 Capital Group · Mutual fund | $4.5M | 3.5% |
| Invesco Small Cap Growth Fund Invesco · Separate account | $3.9M | 3.1% |
| Janus Henderson Enterprise Fund Class N Janus Henderson · Mutual fund | $3.5M | 2.7% |
| JPMorgan U.S. Equity Fund Class R6 JPMorgan · Mutual fund | $2.5M | 1.9% |
| iShares S&P 500 Index Fund Class K Shares BlackRock · ETF Index | $2.1M | 1.6% |
| American Funds Fundamental Investors Class R-6 Capital Group · Mutual fund | $1.7M | 1.3% |
| 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 |
5 more funds in this lineup: name, manager, vehicle, dollars and share are on Pro.
Added 2 funds, dropped 1 fund. Changed share class on 1 fund.
| Fund | Year-end value |
|---|---|
| AddedAmerican Funds Fundamental Investors Class R-6 | $1.7M |
| DroppedMutual Fund nia’ nia nla | $1.6M |
| Share class changeMID CAP Value Fund R6 Class to Mid Cap Value Fund I Class | $780K to $860K |
Stable value and insurance contract lines, renames and class changes are not counted. Left out here: 3 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.
5 more lines and 1 more change 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 6 by compensation.
| Provider | Compensation |
|---|---|
CENTRAL DATA SERVICES10+ years Service code 13 · EIN 25-1352803 Contract Administrator | $59,592 |
Filed as: EMPOWER ANNUITY INSURANCE CO. Service code 15 8515 EAST ORCHARD RD · GREENWOOD VILLAGE, CO 80111 Recordkeeping | $52,517 |
MARINER WEALTH ADVISORS, LLC2 years Filed as: MARINER INSTITUTIONAL, LLC Service code 27 · EIN 59-3676225 Advisory (Plan) | $47,500 |
NEWPORT GROUP, INC.7 years Service code 15 · EIN 27-2037969 Recordkeeping | $28,017 |
DICLAUDIO & KRAMER, LLC10+ years Service code 10 · EIN 27-0889793 Accounting | $17,035 |
JUBELIRER PASS & INTRIERI P.C.11+ years Filed as: JUBELIRER PASS & INTRIERI, P.C. Service code 29 · EIN 25-1340770 Legal | $14,520 |
The auditor signed off without reservation. This is the cleanest opinion.
Plan features from the filing, actuarial disclosures and related pages.
2 feature codes on the 2025 filing.
2 contacts
11 filings · 2015 to 2025