Filings through .
4 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).
Low returns
Annual investment return is in the bottom quintile of the peer cohort.
Low assets / participant
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 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.
$187K in admin expenses, $187 per participant (all participants, line 6f).
This section lists the funds on the plan's investment schedule and what changed since the prior filing.
14 funds of $250K or more; 23 lines in all, holding $15.6M of the plan's $15.7M. Recordkeeper: Empower.
Target-date series: BlackRock LifePath, mutual fund, 49% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| BlackRock LifePath BlackRock · Mutual fund Target-date, 7 vintages | $7.6M | 48.7% |
| Vanguard 500 Index Fund Vanguard · Mutual fund Index | $1.9M | 12.0% |
| Mass Guaranteed Interest Account MassMutual · Insurance contract | $1.7M | 11.0% |
| Franklin Conservative Allocation Fund Franklin Templeton · Mutual fund | $1.0M | 6.7% |
| BlackRock LifePath Dynamic Retirement Fund BlackRock · Mutual fund | $869K | 5.6% |
| Mass Mutual Blue Chip Growth MassMutual · Mutual fund | $778K | 5.0% |
| Eupac Fund Capital Group · Mutual fund | $443K | 2.8% |
| Washington Mutual Investors Fund Capital Group · Mutual fund | $386K | 2.5% |
| MassMutual Mid Cap Growth Fund MassMutual · Mutual fund | $229K | 1.5% |
| iShares Russell Mid-Cap Index Fund BlackRock · ETF Index | $158K | 1.0% |
| 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 |
13 more funds in this lineup: name, manager, vehicle, dollars and share are on Pro.
Added 2 funds, likely replaced 1 fund. Moved to another target-date series.
| Fund | Year-end value |
|---|---|
| Target-date switchT. Rowe Price Retirement (mutual fund) to BlackRock LifePath Dynamic 2030 Fund | $6.9M to $7.6M |
| AddedFranklin Conservative Allocation Fund | $1.0M |
| ReplacedHighMass Mutual Select T. Rowe Price Ret Bal Fund to BlackRock LifePath Dynamic Retirement Fund | $1.0M to $869K |
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.
13 more lines and 1 more change 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 |
|---|---|
Filed as: EMPOWER ANNUITY INS. CO. OF AMERICA Service code 64 8515 EAST ORCHARD RD · GREENWOOD VILLAGE, CO 80111 Recordkeeping Fees | $103,241 |
ADMIN PARTNERS, LLC7 years Service code 13 200 LAHE DRIVE EAST SUITE 102 · CHERRY HILL, NJ 08002 Contract Administrator | $94,421 |
EDWARD JONES3 years Filed as: EDWARD JONES & CO LP Service code 27 12555 MANCHESTER RD · ST. LOUIS, MO 63131 Advisory (Plan) | $35,205 |
The auditor signed off without reservation. This is the cleanest opinion.
Plan features from the filing, actuarial disclosures and related pages.
2 feature codes on the 2025 filing.
2 contacts
11 filings · 2015 to 2025