Filings through .
1 of 17 flags tripped on the 2025 filing.
Corrective distributions
Plan reported corrective distributions (failed ADP/ACP testing).
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.
$45K in admin expenses, $268 per participant (all participants, line 6f).
This section shows who is paid to serve the plan, who audits it and who signs the filing.
Top 5 by compensation.
| Provider | Compensation |
|---|---|
EMPOWER ADVISORY GROUP, LLC2 years Filed as: EMPOWER LIFE & ANNUITY INSURANCE CO Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 Recordkeeping Fees | $41,092 |
Service code 13 PO BOX 98 · LOCUST VALLEY, NY 11560 Contract Administrator | $6,075 |
Filed as: DAVID R. DORFMAN & ASSOCIATES LLC Service code 13 Contract Administrator | $6,075 |
SAMUEL GOLDSTEIN & CO PC5 years Service code 10 150GREAT NECK RD STE 202 · GREAT NECK, NY 11021-3309 Accounting | $1,726 |
Filed as: LINCOLN INVESTMENT PLANNING INC Service code 55 601 OFFICE CENTER DR STE 300 · FORT WASHINGTON, PA 19034 Other Commissions | $0 |
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.
3 contacts
11 filings · 2015 to 2025