Filings through .
1 of 17 flags tripped on the 2025 filing.
Corrective distributions
Plan reported corrective distributions (failed ADP/ACP testing).
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.
$3.5M in admin expenses, $114 per participant (all participants, line 6f).
This section lists the funds on the plan's investment schedule and what changed since the prior filing.
19 funds of $250K or more, counting each target-date vintage; shown as 11 lines, holding $5.73B of the plan's $5.79B. Recordkeeper: Empower.
Target-date series: SSgA Target Retirement, collective trust, 62% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| SSgA Target Retirement State Street (SSgA) · Collective trust Target-date, 11 vintages | $3.53B | 61.5% |
| State Street S&P 500 Index Securities Lending - Class X State Street (SSgA) · Collective trust Index | $815M | 14.2% |
| State Street US Extended Market Index Securities Lending Series Fund Class X State Street (SSgA) · Collective trust Index | $254M | 4.4% |
| Vanguard Retirement Savings Trust II Vanguard · Stable value Stable value | $243M | 4.2% |
| Aon Diversified Growth Class I Aon · Collective trust | $229M | 4.0% |
| State Street World Developed ex US Index Securities Lending Series Fund - Class X State Street (SSgA) · Collective trust Index | $222M | 3.9% |
| State Street US Bond Index Securities Lending Series Fund Class X State Street (SSgA) · Collective trust Index | $191M | 3.3% |
| Aon Inflation Strategy I Aon · Collective trust | $98.4M | 1.7% |
| Aon Income Strategy I Aon · Collective trust | $93.7M | 1.6% |
| State Street Emerging Markets Index Securities Lending Series Fund - Class X State Street (SSgA) · Collective trust Index | $55.6M | 1.0% |
| Fund | Manager | Vehicle | Dollars | % of funds |
|---|---|---|---|---|
| Name available on Pro | Dollar amount available on Pro | Percentage available on Pro |
1 more fund in this lineup: name, manager, vehicle, dollars and share are on Pro.
Added 1 fund, dropped 1 fund. Changed share class on 1 fund.
| Fund | Year-end value |
|---|---|
| AddedState Street US Extended Market Index Securities Lending Series Fund Class X | $254M |
| DroppedState Street Russell Small/Mid Index Securities Lending Series Fund Class II | $207M |
| Share class changeState Street U.S. Bond Index Securities Lending Series Fund Class XIV to State Street US Bond Index Securities Lending Series Fund Class X | $191M to $191M |
Stable value and insurance contract lines, renames and class changes are not counted. Left out here: 4 renames.
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.
1 more line in this lineup is 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 |
|---|---|
EMPOWER ADVISORY GROUP, LLC3 years Service code 26 · EIN 84-1532243 Advisory (Participants) | $2,045,480 |
EMPOWER ADVISORY GROUP, LLC4 years Filed as: EMPOWER ANNUITY INSURANCE COMPANY Service code 15 · EIN 84-0467907 Recordkeeping | $839,491 |
AON CONSULTING3 years Filed as: AON INVESTMENTS USA INC Service code 27 39584 TREASURY CENTER · CHICAGO, IL 60694-9500 Advisory (Plan) | $619,721 |
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 January 12, 2018 (most recent of 2 filings on file).
Street address, email and phone are on Pro. Pro is free for 7 days and then costs $49 a month.
6 contacts
Phone and email for the actuary and top hat administrator are on Pro.
11 filings · 2015 to 2025