Filings through .
3 of 18 flags tripped on the 2025 filing.
High fees
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
High cash
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
Few collective trusts
0% of fund dollars in collective trusts, which often cost less than the same strategy as a mutual fund.
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 3 years on record. Charts need 3 years.
Older filings: assets, participants, contributions and return for each year are on Pro.
2 more years of history are on Pro. Pro is free for 7 days and then costs $49 a month.
$81K in admin expenses, $439 per participant (all participants, line 6f).
This section lists the funds on the plan's investment schedule and what changed since the prior filing.
1 fund holds $15.5M of the plan's $15.7M. Recordkeeper: Ascensus.
| Fund | Dollars | % of funds% |
|---|---|---|
| Great-West Life & Annuity Co Empower · Insurance contract | $15.5M | 100.0% |
Dropped 11 funds.
| Fund | Year-end value |
|---|---|
| DroppedAmerican Funds Target Date 2030 Fund | $4.3M |
| DroppedMFS Total Return Fund | $2.2M |
| DroppedVanguard 500 Index Fund | $2.1M |
Stable value and insurance contract lines, renames and class changes are not counted. Left out here: 1 stable value or insurance line.
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.
8 more changes 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 |
|---|---|
ASCENSUS LLC1 year Filed as: ASCENSUS, LLC Service code 15 · EIN 11-3665754 Recordkeeping | $31,449 |
PNC BANK, N.A.3+ years Filed as: PNC INSTITUTIONAL ASSET MANAGEMENT Service code 28 · EIN 22-1146430 Investment Management | $23,041 |
CHERRY BEKAERT LLP1 year Service code 10 · EIN 56-0574444 Accounting | $13,125 |
Filed as: GREAT-WEST LIFE & ANNUITY INS CO Service code 15 · EIN 84-0467907 Recordkeeping | $0 |
Plan features from the filing, actuarial disclosures and related pages.
8 feature codes on the 2025 filing.
2 contacts
3 filings · 2023 to 2025