Filings through .
1 of 18 flags tripped on the 2025 filing.
Possible retail share class: $2.7M
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.
$71K in admin expenses, $149 per participant (all participants, line 6f).
This section lists the funds on the plan's investment schedule and what changed since the prior filing.
20 funds of $250K or more; 27 lines in all, holding $54.1M of the plan's $54.4M. Recordkeeper: Empower.
| Fund | Dollars | % of funds% |
|---|---|---|
| Great Gray Trust Company IndexSelect Moderate 2055 Fund CL R6 - PSA Manager not matched · Collective trust | $11.0M | 20.4% |
| Great Gray Trust Company IndexSelect Moderate 2045 Fund CL R6 - PSA Manager not matched · Collective trust | $8.9M | 16.5% |
| Great Gray Trust Company IndexSelect Moderate 2035 Fund CL R6 - PSA Manager not matched · Collective trust | $7.8M | 14.5% |
| Great Gray IndexSelect Moderate Retire Fund CL R6 Asset Alloc - PSA Manager not matched · Mutual fund | $5.1M | 9.4% |
| Great Gray Trust Company BlackRock Equity Index I BlackRock · Collective trust Index | $4.6M | 8.6% |
| American Funds American Balanced Fund R6 - MF Capital Group · Mutual fund | $3.7M | 6.8% |
| MassMutual Guaranteed Interest Account MassMutual · Insurance contract | $3.5M | 6.4% |
| Great Gray Large Cap Growth Fund II R1 Manager not matched · Collective trust | $1.6M | 3.0% |
| Great Gray IndexSelect Moderate Retire Fund CL R6 Balanced - PSA Manager not matched · Mutual fund | $1.3M | 2.4% |
| American Funds New Perspective R6 - MF Capital Group · Mutual fund | $1.0M | 1.9% |
| 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 |
17 more funds in this lineup: name, manager, vehicle, dollars and share are on Pro.
Dropped 1 fund.
| Fund | Year-end value |
|---|---|
| DroppedWells Fargo Core Bond II CIT E | $256K |
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.
17 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 | $69,394 |
Service code 28 4860 COLLEGE BLVD, SUITE 100 · OVERLAND PARK, KS 66211 Investment Management | $1,182 |
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.
Filed October 26, 2004.
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