Filings through .
1 of 18 flags tripped on the 2025 filing.
Possible retail share class: $52.7M
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.
$123K in admin expenses, $229 per participant (all participants, line 6f).
This section lists the funds on the plan's investment schedule and what changed since the prior filing.
26 funds of $250K or more, counting each target-date vintage; shown as 19 lines, holding $62.0M of the plan's $64.0M. Recordkeeper: Empower.
Target-date series: American Funds Target Date, mutual fund, 56% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| American Funds Target Date Capital Group · Mutual fund Target-date, 13 vintages | $35.0M | 56.4% |
| Vanguard Institutional Index Fund Institutional Shares Vanguard · Mutual fund IndexPossible retail class A | $6.7M | 10.8% |
| MassMutual Sagic Divers II MassMutual · Insurance contract | $3.2M | 5.2% |
| GG TRP Large Cap Growth CIT S T. Rowe Price · Collective trust | $3.0M | 4.8% |
| Pgim Total Return Bond Fund CIT Class LP Prudential (PGIM) · Collective trust | $1.9M | 3.1% |
| Vanguard Windsor II Fund Vanguard · Mutual fund Possible retail class A | $1.9M | 3.0% |
| Vanguard Developed Markets Index Vanguard · Mutual fund IndexPossible retail class A | $1.8M | 3.0% |
| NEW World Fund INC Class R-6 Capital Group · Mutual fund Possible retail class A | $1.5M | 2.4% |
| Income Fund OF America Class R-6 Capital Group · Mutual fund Possible retail class A | $1.4M | 2.3% |
| Vanguard Mid Cap Index Vanguard · Mutual fund IndexPossible retail class A | $1.4M | 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 |
9 more funds in this lineup: name, manager, vehicle, dollars and share are on Pro.
Added 3 funds, dropped 3 funds. Moved to another target-date series. Moved 2 funds from mutual fund to collective trust. Changed share class on 2 funds.
| Fund | Year-end value |
|---|---|
| Target-date switchAmerican Century One Choice 2045 Trust to American Funds 2035 Target Date Retirement Fund Class R-6 | $26.1M to $35.0M |
| AddedGG TRP Large Cap Growth CIT S | $3.0M |
| DroppedT. Rowe Price Blue Chip Growth Fund | $2.9M |
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.
9 more lines and 8 more changes 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 4 by compensation.
| Provider | Compensation |
|---|---|
EMPOWER ADVISORY GROUP, LLC4 years Filed as: EMPOWER ANNUITY INSURANCE COMPANY O Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 Recordkeeping Fees | $60,185 |
Service code 27 1920 MAIN ST STE 800 · IRVINE, CA 92614 Advisory (Plan) | $36,707 |
EMPOWER ADVISORY GROUP, LLC4 years Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 Investment Management | $15,130 |
USI INSURANCE SERVICES LLC3 years Filed as: USI ADVISORS INC Service code 99 95 GLASTONBURY BLVD · GLASTONBURY, CT 06033 Other Fees | $11,359 |
The auditor signed off without reservation. This is the cleanest opinion.
Plan features from the filing, actuarial disclosures and related pages.
10 feature codes on the 2025 filing.
Filed September 29, 2022.
Street address, email and phone are on Pro. Pro is free for 7 days and then costs $49 a month.
3 contacts
Phone and email for the top hat administrator are on Pro.
11 filings · 2015 to 2025