Filings through .
2 of 17 flags tripped on the 2025 filing.
Low employer contribution
Employer contribution per participant is in the bottom quintile of the peer cohort.
Low returns
Annual investment return is in the bottom quintile of the peer cohort.
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 3 years on record. Charts need 3 years.
Older filings: assets, participants, contributions and return for each year are on Pro.
2 more years of history are on Pro. Pro is free for 7 days and then costs $49 a month.
$172K in admin expenses, $125 per participant (all participants, line 6f).
This section lists the funds on the plan's investment schedule and what changed since the prior filing.
28 funds of $250K or more, counting each target-date vintage; shown as 27 lines, holding $72.6M of the plan's $76.0M. Recordkeeper: Empower.
Target-date series: T. Rowe Price Retirement, collective trust, 42% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| T. Rowe Price Retirement T. Rowe Price · Collective trust Target-date, 10 vintages | $30.7M | 42.3% |
| Fidelity 500 Index Fund Fidelity (FMR) · Mutual fund Index | $8.5M | 11.7% |
| Putnam Stable Value Fund SA Franklin Templeton · Insurance contract | $6.7M | 9.2% |
| JP Morgan Large Cap Growth JPMorgan · Other | $4.9M | 6.8% |
| American Balanced Fund Class R-6 Capital Group · Mutual fund | $2.5M | 3.4% |
| T. Rowe Price Target T. Rowe Price · Collective trust Target-date, 1 vintage | $2.1M | 2.9% |
| Clearbridge Select IS Franklin Templeton · Other | $1.9M | 2.7% |
| Fidelity Advisor Focused Emerging Markets Fund Class Z Fidelity (FMR) · Mutual fund | $1.8M | 2.5% |
| DFA Real Estate Securities Portfolio - Institutional Class Dimensional · Mutual fund | $1.7M | 2.3% |
| Fidelity International Small Cap Fund Fidelity Advisor International Small Cap Fund: Class Z Fidelity (FMR) · Mutual fund | $1.6M | 2.2% |
| 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 2 funds.
| Fund | Year-end value |
|---|---|
| DroppedJPMorgan Large Cap Growth Fund Class R6 | $4.5M |
| DroppedMID CAP Value Fund R6 Class | $1.3M |
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 3 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 | $114,648 |
PRINCIPAL FINANCIAL GROUP3+ years Filed as: PRINCIPAL SECURITIES INC Service code 27 711 HIGH ST · DES MOINES, IA 50392 Advisory (Plan) | $48,387 |
EMPOWER ADVISORY GROUP, LLC2 years Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 Investment Management | $8,533 |
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.
2 contacts
3 filings · 2023 to 2025