Filings through .
2 of 18 flags tripped on the 2025 filing.
Failed to transmit contributions
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Few collective trusts
0% of fund dollars in collective trusts, which often cost less than the same strategy as a mutual fund.
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. Pro shows the percentile for each metric against plans of the same size and industry. Free for 7 days, then $49 a month.
Showing the 2025 filing, 1 of 10 years on record. Charts need 3 years.
9 more years of history are on Pro. Pro shows up to ten years of filings for this plan, year over year. Free for 7 days, then $49 a month.
$343K in admin expenses, $235 per participant (all participants, line 6f).
The funds on the plan's investment schedule and what changed since the prior filing.
34 funds of $250K or more, counting each target-date vintage; shown as 31 lines, holding $83.2M of the plan's $84.6M. Recordkeeper: Empower.
Target-date series: Vanguard Target Retirement, mutual fund, 56% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| Vanguard Target Retirement Vanguard · Mutual fund Target-date, 11 vintages | $46.8M | 56.2% |
| Vanguard 500 Index Fund Admiral Shares Vanguard · Mutual fund Index | $9.0M | 10.9% |
| Vanguard Growth Index Fund Admiral Shares Vanguard · Mutual fund Index | $4.1M | 4.9% |
| Vanguard Total International Stock Index Fund Admiral Shares Vanguard · Mutual fund Index | $3.0M | 3.7% |
| JPMorgan Large Cap Growth Fund Class R6 JPMorgan · Mutual fund | $3.0M | 3.6% |
| Vanguard Short-Term Investment-Grade Fund Admiral Shares Vanguard · Mutual fund | $1.5M | 1.8% |
| Vanguard Growth and Income Fund Admiral Shares Vanguard · Mutual fund | $1.5M | 1.8% |
| Vanguard Small-Cap Index Fund Admiral Shares Vanguard · Mutual fund Index | $1.4M | 1.7% |
| Pioneer Global Sustainable Equity Fund: Class K Victory Capital · Mutual fund | $1.3M | 1.6% |
| Empower Fixed Account - Series Class I Empower · Insurance contract Recordkeeper's own fund | $1.2M | 1.4% |
Added 1 fund. Changed share class on 1 fund.
| Fund | Year-end value |
|---|---|
| AddedPioneer Global Sustainable Equity Fund: Class K | $1.3M |
| Share class changeVanguard High Dividend Yield Index Fund Admiral Shares to Vanguard High Dividend Yield Index Fund Investor Shares | $840K to $1.2M |
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.
21 more lines in this lineup are on Pro. Pro shows every fund in this plan's lineup and every change since the prior filing. 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 5 by compensation.
| Provider | Compensation |
|---|---|
EMPOWER ADVISORY GROUP, LLC3 years Filed as: EMPOWER LIFE & ANNUITY INSURANCE CO Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 Recordkeeping Fees | $109,992 |
Service code 27 6465 GREENWOOD PLAZA BLVD · CENTENNIAL, CO 80111 Advisory (Plan) | $104,792 |
COHNREZNICK LLP9 years Service code 10 ONE BOSTON PL · BOSTON, MA 02108 Accounting | $79,275 |
BDO USA, LLP1 year Service code 10 5300 PATTERSON AVE SE · GRAND RAPIDS, MI 49512 Accounting | $27,000 |
EMPOWER ADVISORY GROUP, LLC3 years Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 Investment Management | $22,260 |
The auditor signed off without reservation. This is the cleanest opinion.
Plan features from the filing, actuarial disclosures and related pages.
8 feature codes on the 2025 filing.
2 contacts
10 filings · 2016 to 2025