Filings through .
1 of 17 flags tripped on the 2025 filing.
Low participation
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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.
$10K in admin expenses, $29 per participant (all participants, line 6f).
This section lists the funds on the plan's investment schedule and what changed since the prior filing.
13 funds of $250K or more; 22 lines in all, holding $10.8M of the plan's $10.9M. Recordkeeper: Empower.
Target-date series: Empower Lifetime, collective trust, 34% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| Empower Lifetime Empower · Collective trust Target-date, 5 vintagesRecordkeeper's own fund | $3.7M | 34.0% |
| Empower S&P 500 Index Separate Account Empower · Collective trust IndexRecordkeeper's own fund | $1.5M | 14.3% |
| Fidelity Advisor New Insights Fund Fidelity (FMR) · Mutual fund | $983K | 9.1% |
| T. Rowe Price Blue Chip Growth Portfolio T. Rowe Price · Mutual fund | $945K | 8.7% |
| Empower Key Guaranteed Portfolio Fund Empower · Insurance contract Recordkeeper's own fund | $629K | 5.8% |
| Legg Mason Franklin Templeton · Mutual fund | $422K | 3.9% |
| ClearBridge Small Cap Growth Fund Franklin Templeton · Mutual fund | $310K | 2.9% |
| Columbia Dividend Opportunity Fund Ameriprise (Columbia Threadneedle) · Mutual fund | $279K | 2.6% |
| Empower T Rowe Price Mid-Cap Gr. Fund T. Rowe Price · Collective trust | $255K | 2.4% |
| Eupac Fund Capital Group · Mutual fund | $251K | 2.3% |
| 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 |
12 more funds in this lineup: name, manager, vehicle, dollars and share are on Pro.
Added 1 fund. Moved 2 funds from mutual fund to collective trust.
| Fund | Year-end value |
|---|---|
| Mutual fund to collective trustEmpower Lifetime 2035 Fund to Empower Lifetime 2035 Trust | $3.6M to $3.7M |
| Mutual fund to collective trustEmpower S&P 500 Index Fund to Empower S&P 500 Index Separate Account | $1.2M to $1.5M |
| AddedLegg Mason | $422K |
Stable value and insurance contract lines, renames and class changes are not counted. Left out here: 1 rename.
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.
12 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 |
|---|---|
PROSPERA FINANCIAL SERVICES11+ years Filed as: PROSPERA FINANCIAL SERVICES INC Service code 55 5429 LBJ FREEWAY STE 750 · DALLAS, TX 75240 Other Commissions | $27,355 |
THE RETIREMENT ADVANTAGE INC11+ years Filed as: THE RETIREMENT ADVANTAGE, INC Service code 13 101 E GRAND AVE STE 16 · PORT WASHINGTON, WI 53074 Contract Administrator | $13,563 |
EMPOWER ADVISORY GROUP, LLC3 years Filed as: EMPOWER ANNUITY INS CO OF AMERICA Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 Recordkeeping Fees | $4,556 |
EMPOWER ADVISORY GROUP, LLC3 years Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 Investment Management | $1,503 |
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