Filings through .
3 of 19 flags tripped on the 2025 filing.
Low returns
Annual investment return is in the bottom quintile of the peer cohort.
Possible retail share class: $18.9M
Mutual funds in a class the filing names that is often retail or revenue sharing. Confirm before you raise it.
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.
$2K in admin expenses, $8 per participant (all participants, line 6f).
The funds on the plan's investment schedule and what changed since the prior filing.
16 funds of $250K or more; 19 lines in all, holding $21.3M of the plan's $21.7M. Recordkeeper: Empower.
| Fund | Dollars | % of funds% |
|---|---|---|
| American Funds Growth Fund of Amer R3 Capital Group · Mutual fund Possible retail class R3 | $2.4M | 11.4% |
| Columbia Large Cap Index Fund Class A Ameriprise (Columbia Threadneedle) · Mutual fund IndexPossible retail class A | $2.3M | 11.0% |
| MFS Moderate Allocation Fund R3 MFS (Sun Life) · Mutual fund Possible retail class R3 | $2.2M | 10.6% |
| MFS Growth Allocation Fund R3 MFS (Sun Life) · Mutual fund Possible retail class R3 | $2.0M | 9.3% |
| Eupac Fund Class R-3 Capital Group · Mutual fund Possible retail class R3 | $1.8M | 8.3% |
| Invesco U.S. Government Money Portfolio Class Y Invesco · Mutual fund | $1.6M | 7.7% |
| Davis New York Venture Fund Class A Manager not matched · Mutual fund Possible retail class A | $1.4M | 6.6% |
| MFS Aggressive Growth Allocation Fund R3 MFS (Sun Life) · Mutual fund Possible retail class R3 | $1.2M | 5.8% |
| Janus Henderson Enterprise Fund Class A Janus Henderson · Mutual fund Possible retail class A | $1.2M | 5.7% |
| MFS Value Fund A MFS (Sun Life) · Mutual fund Possible retail class A | $877K | 4.1% |
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.
9 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 2 by compensation.
| Provider | Compensation |
|---|---|
MORGAN STANLEY SMITH BARNEY4 years Service code 55 1 NEW YORK PLZ FL 12 · NEW YORK, NY 10004 Other Commissions | $52,017 |
EMPOWER ADVISORY GROUP, LLC4 years Filed as: EMPOWER ANNUITY INSURANCE COMPANY Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 Recordkeeping Fees | $2,110 |
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
11 filings · 2015 to 2025