Filings through .
1 of 17 flags tripped on the 2025 filing.
Wind-down / frozen
Plan appears closed to new enrollment or frozen - balance-holders far exceed active participants, or the plan reports active distributions with no inflows. Exclude from peer benchmarks.
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.
$235K in admin expenses, $334 per participant (all participants, line 6f).
The funds on the plan's investment schedule and what changed since the prior filing.
16 funds hold $43.6M of the plan's $43.6M. Recordkeeper: Empower.
| Fund | Dollars | % of funds% |
|---|---|---|
| MassMutual Select Strategic Bond I Fund MassMutual · Separate account | $5.4M | 12.4% |
| NT Bond Index Fund Northern Trust · Collective trust Index | $5.4M | 12.4% |
| MassMutual S&P 500 Index I Fund MassMutual · Mutual fund Index | $5.3M | 12.0% |
| MassMutual Select Overseas I Fund MassMutual · Mutual fund | $3.5M | 8.1% |
| MassMutual Select Fundamental Value I Fund MassMutual · Mutual fund | $2.9M | 6.7% |
| Vanguard Equity Income Fund Admiral Shares Vanguard · Mutual fund | $2.9M | 6.6% |
| MassMutual Select Growth Opportunities I Fund MassMutual · Mutual fund | $2.8M | 6.4% |
| MassMutual Select Blue Chip Growth I Fund MassMutual · Mutual fund | $2.8M | 6.4% |
| MassMutual Premier High Yield I Fund MassMutual · Mutual fund | $2.2M | 5.0% |
| MML Barings Inflation-Protected and Income Fund (Premier) MassMutual · Mutual fund | $2.1M | 4.9% |
| 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 |
6 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.
6 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 2 by compensation.
| Provider | Compensation |
|---|---|
Service code 27 · EIN 82-1364595 Advisory (Plan) | $121,078 |
EMPOWER ADVISORY GROUP, LLC3 years Filed as: EMPOWER ANNUITY INSURANCE COMPANY Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 Recordkeeping Fees | $114,153 |
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.
1 actuary attachment on this filing.
| Actuary | Schedule | Enrollment number |
|---|---|---|
David E. Forbes, FSA Ea Maaa Milliman, Inc. Schedule SB | Schedule SB |
Enrollment number, address and phone for each actuary are on Pro.
Addresses, phones and enrollment numbers are on Pro. Free for 7 days, then $49 a month.
3 contacts
Phone and email for the actuary are on Pro.
11 filings · 2015 to 2025