Filings through .
2 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.)
Possible retail share class: $769K
Mutual funds in a class the filing names that is often retail or revenue sharing. Confirm before you raise it.
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.
$81K in admin expenses, $626 per participant (all participants, line 6f).
This section lists the funds on the plan's investment schedule and what changed since the prior filing.
21 funds of $250K or more; 31 lines in all, holding $21.7M of the plan's $22.8M. Recordkeeper: Empower.
Target-date series: American Funds Target Date, mutual fund, <1% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| Large Cap Growth III Fund (Amercentury Empower · Insurance contract Recordkeeper's own fund | $3.7M | 16.9% |
| Fidelity 500 Index Fund Fidelity (FMR) · Mutual fund Index | $2.4M | 11.2% |
| Columbia Dividend Value Fund (IS Platform) Ameriprise (Columbia Threadneedle) · Insurance contract | $2.3M | 10.6% |
| Invesco Stable Value Trust V Invesco · Stable value Stable value | $1.3M | 5.8% |
| Great Gray IndexSelect Moderate 2055 Fund CL R6 Manager not matched · Collective trust | $1.1M | 4.9% |
| Great Gray Indexselect Growth Retirement Fund CL R6 Manager not matched · Collective trust | $912K | 4.2% |
| Great Gray IndexSelect Moderate 2035 Fund CL R6 Manager not matched · Collective trust | $861K | 4.0% |
| Fidelity Advisor Mid Cap Value Z Fidelity (FMR) · Mutual fund | $853K | 3.9% |
| American Funds Growth and Income Portfolio Class R-1 Capital Group · Mutual fund Possible retail class R1 | $765K | 3.5% |
| Franklin Global Equity Fund Class IS Franklin Templeton · Mutual fund | $742K | 3.4% |
| 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 |
21 more funds in this lineup: name, manager, vehicle, dollars and share are on Pro.
Added 2 funds, dropped 1 fund.
| Fund | Year-end value |
|---|---|
| DroppedGreat Gray Indexselect Aggressive Retire Fund CL R6 | $1.4M |
| AddedGreat Gray Indexselect Growth Retirement Fund CL R6 | $912K |
| AddedGreat Gray Indexselect Growth 2035 Fund CL R6 | $469K |
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.
21 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 5 by compensation.
| Provider | Compensation |
|---|---|
EMPOWER ADVISORY GROUP, LLC2 years Filed as: EMPOWER ANNUITY INSURANCE CO OF AM Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 Recordkeeping Fees | $76,683 |
Filed as: AMERIPRISE FINANCIAL SERVICES LLC Service code 55 Other Commissions | $36,605 |
EMPOWER ADVISORY GROUP, LLC2 years Filed as: EMPOWER ADVISORY GROUP LLC Service code 28 8615 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 Investment Management | $3,660 |
THE BENEFIT ADVANTAGE, INC.2 years Filed as: THE BENEFIT ADVANTAGE Service code 13 3497 AUBURN ROAD · AUBURN HILLS, MI 48326 Contract Administrator | $2,775 |
Filed as: AMERIPRISE FINANCIAL SERVICES Service code 55 70100 AMERIPRISE FINANCIAL CENTER · MINNEAPOLIS, MN 55474 Other Commissions | $0 |
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