Filings through .
2 of 17 flags tripped on the 2025 filing.
Corrective distributions
Plan reported corrective distributions (failed ADP/ACP testing).
High fees
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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.
$152K in admin expenses, $344 per participant (all participants, line 6f).
This section lists the funds on the plan's investment schedule and what changed since the prior filing.
22 funds of $250K or more, counting each target-date vintage; shown as 14 lines, holding $53.2M of the plan's $53.7M. Recordkeeper: Empower.
Target-date series: Fidelity Freedom Index, mutual fund, 51% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| Fidelity Freedom Index Fidelity (FMR) · Mutual fund Target-date, 12 vintages | $27.0M | 50.7% |
| Fidelity 500 Index Fund Fidelity (FMR) · Mutual fund Index | $8.8M | 16.6% |
| Fidelity Extended Market Index Fund Fidelity (FMR) · Mutual fund Index | $3.2M | 6.0% |
| Fidelity Total International Index Fund Fidelity (FMR) · Mutual fund Index | $3.0M | 5.6% |
| Harbor Capital Appreciation CIT R Harbor Capital · Collective trust | $2.9M | 5.4% |
| Fidelity U.S. Bond Index Fund Fidelity (FMR) · Mutual fund Index | $2.1M | 4.0% |
| Capital Group Europacific Growth SA Capital Group · Separate account | $1.9M | 3.5% |
| PIMCO RAE US CIT Founders Class PIMCO (Allianz) · Collective trust | $1.3M | 2.4% |
| Amcentury Small Cap Value (Is Platform) Manager not matched · Separate account | $843K | 1.6% |
| Baird Aggregate Bond Fund Institutional Baird · Mutual fund | $750K | 1.4% |
| 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 |
4 more funds in this lineup: name, manager, vehicle, dollars and share are on Pro.
Dropped 1 fund.
| Fund | Year-end value |
|---|---|
| DroppedHartford Schroders Emerging Markets Equity Fund | $485K |
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. They do not show money moved.
4 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 3 by compensation.
| Provider | Compensation |
|---|---|
EMPOWER ADVISORY GROUP, LLC2 years Filed as: EMPOWER ANNUITY INSURANCE COMPANY Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 Recordkeeping Fees | $71,372 |
FIDUCIENT ADVISORS LLC3 years Service code 27 500 W MADISON ST STE 3260 · CHICAGO, IL 60661 Advisory (Plan) | $44,000 |
EMPOWER ADVISORY GROUP, LLC4 years Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 Investment Management | $36,400 |
The auditor signed off without reservation. This is the cleanest opinion.
Plan features from the filing, actuarial disclosures and related pages.
9 feature codes on the 2025 filing.
2 contacts
11 filings · 2015 to 2025