Filings through .
1 of 17 flags tripped on the 2025 filing.
Failed to transmit contributions
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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.
$3.0M in admin expenses, $56 per participant (all participants, line 6f).
This section lists the funds on the plan's investment schedule and what changed since the prior filing.
18 funds of $250K or more, counting each target-date vintage; shown as 7 lines, holding $5.06B of the plan's $5.27B. Recordkeeper: Empower.
Target-date series: Vanguard Target Retirement, collective trust, 66% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| Vanguard Target Retirement Vanguard · Collective trust Target-date, 12 vintages | $3.35B | 66.2% |
| Vanguard Institutional TTL Stock Market Index Unit B Vanguard · Collective trust Index | $1.08B | 21.3% |
| Vanguard Total International Stock Index TR B Vanguard · Collective trust Index | $277M | 5.5% |
| JPMorgan Intermediate Bond Trust JPMorgan · Insurance contract | $144M | 2.8% |
| Allspring Core Plus Bond Fund Allspring · Collective trust | $125M | 2.5% |
| Vanguard Inflation-Protected Securities Fund Vanguard · Mutual fund | $80.2M | 1.6% |
| JPMorgan Liquidity Fund JPMorgan · Insurance contract | $9.2M | 0.2% |
No lineup changes between the 2024 and 2025 filings.
Stable value and insurance contract lines, renames and class changes are not counted. Left out here: 1 rename.
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.
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 10 of 29 by compensation.
| Provider | Compensation |
|---|---|
EMPOWER ADVISORY GROUP, LLC4 years Filed as: EMPOWER ANNUITY INS CO OF AMERICA Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 Recordkeeping Fees | $1,638,409 |
EMPOWER ADVISORY GROUP, LLC4 years Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 Investment Management | $1,022,865 |
AON CONSULTING6 years Filed as: AON INVESTMENTS USA INC. Service code 99 39584 TREASURY CENTER · CHICAGO, IL 60694-9500 Other Fees | $133,344 |
Service code 26 · EIN 26-4436003 Advisory (Participants) | $78,140 |
VESTIA ADVISORS LLC4 years Service code 26 · EIN 82-1828832 Advisory (Participants) | $76,273 |
TOTAL WEALTH PLANNING LLC3 years Service code 26 · EIN 47-0988610 Advisory (Participants) | $36,553 |
TEEPLE WEALTH MANAGEMENT LLC2 years Service code 26 · EIN 26-2596756 Advisory (Participants) | $29,957 |
CHARLES SCHWAB & CO., INC.11+ years Filed as: CHARLES SCHWAB & CO, INC. Service code 33 · EIN 94-1737782 Securities brokerage; Securities brok... | $21,650 |
DONALDSON CAPITAL MANAGEMENT2 years Service code 26 · EIN 35-1937665 Advisory (Participants) | $17,295 |
Service code 26 · EIN 22-3844414 Advisory (Participants) | $15,114 |
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.
Filed February 21, 2006 (most recent of 4 filings on file).
This is a legacy paper filing. The plan administrator and contact details are only in the original filing. We have not converted them into data fields.
2 contacts
11 filings · 2015 to 2025