Filings through .
2 of 19 flags tripped on the 2025 filing.
Possible retail share class: $689K
Mutual funds in a class the filing names that is often retail or revenue sharing. Confirm before you raise it.
Few collective trusts
4% 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 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.
$199K in admin expenses, $263 per participant (all participants, line 6f).
This section lists the funds on the plan's investment schedule and what changed since the prior filing.
13 funds of $250K or more; 17 lines in all, holding $49.8M of the plan's $50.7M. Recordkeeper: Empower.
| Fund | Dollars | % of funds% |
|---|---|---|
| Eupac Fund Class R-6 Capital Group · Mutual fund | $9.7M | 19.6% |
| MFS Growth Fund R6 MFS (Sun Life) · Mutual fund | $7.4M | 14.8% |
| Guaranteed Income Fund Manager not matched · Insurance contract | $7.2M | 14.6% |
| American Funds American Mutual R6 Capital Group · Mutual fund | $6.5M | 13.0% |
| Pgim Total Return Bond Fund (Instl) Prudential (PGIM) · Separate account | $4.1M | 8.3% |
| Vanguard 500 Index Fund Admiral Shares Vanguard · Mutual fund Index | $3.8M | 7.7% |
| Victory Sycamore Established Value Fund Class R6 Victory Capital · Mutual fund | $3.0M | 6.1% |
| Collective Principal Mid Cap Fund Tier IV Principal · Collective trust | $1.8M | 3.6% |
| Invesco Discovery Fund Class R6 Invesco · Mutual fund | $1.8M | 3.6% |
| Franklin Small CAP Value Fund Class R6 Franklin Templeton · Mutual fund | $1.6M | 3.3% |
| 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 |
7 more funds in this lineup: name, manager, vehicle, dollars and share are on Pro.
Added 1 fund, dropped 1 fund, likely replaced 1 fund.
| Fund | Year-end value |
|---|---|
| ReplacedHighBlackrock MID CAP Growth Equity Portfolio Class K to Collective Principal Mid Cap Fund Tier IV | $1.7M to $1.8M |
| AddedInvesco Discovery Fund Class R6 | $1.8M |
| DroppedVirtus KAR Small-Cap Growth Fund Class R6 | $1.3M |
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.
7 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 2 by compensation.
| Provider | Compensation |
|---|---|
EMPOWER ADVISORY GROUP, LLC3 years Filed as: EMPOWER ANNUITY INSURANCE COMPANY Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 Recordkeeping Fees | $143,244 |
CREATIVE PLANNING LLC4 years Service code 27 5440 W 110TH ST STE 102 · OVERLAND PARK, KS 66211 Advisory (Plan) | $55,326 |
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