Filings through .
2 of 18 flags tripped on the 2025 filing.
High fees
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Possible retail share class: $87K
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 9 years on record. Charts need 3 years.
Older filings: assets, participants, contributions and return for each year are on Pro.
8 more years of history are on Pro. Pro is free for 7 days and then costs $49 a month.
$54K in admin expenses, $361 per participant (all participants, line 6f).
This section lists the funds on the plan's investment schedule and what changed since the prior filing.
8 funds of $250K or more; 30 lines in all, holding $8.4M of the plan's $10.1M. Recordkeeper: Empower.
| Fund | Dollars | % of funds% |
|---|---|---|
| Great Gray IndexSelect Moderate 2055 Fund CL I Manager not matched · Mutual fund | $2.1M | 24.6% |
| Great Gray IndexSelect Moderate 2045 Fund CL I Manager not matched · Mutual fund | $1.8M | 21.0% |
| Retireguide Moderate Growth Manager not matched · Other | $1.3M | 15.5% |
| Ssga S&P 500 Index NL Ser N State Street (SSgA) · Collective trust Index | $948K | 11.2% |
| Great Gray Indexselect Moderate 2065 Fund CL I Manager not matched · Mutual fund | $451K | 5.3% |
| Great Gray IndexSelect Moderate 2035 Fund CL I Manager not matched · Mutual fund | $360K | 4.3% |
| Retireguide Growth Manager not matched · Other | $288K | 3.4% |
| Retireguide Growth & Income Manager not matched · Other | $251K | 3.0% |
| American Balanced Fund Class R-6 Capital Group · Mutual fund | $188K | 2.2% |
| Putnam Large Cap Growth Fund Class R Shares Franklin Templeton · Mutual fund | $176K | 2.1% |
| 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 |
20 more funds in this lineup: name, manager, vehicle, dollars and share are on Pro.
No lineup changes between the 2024 and 2025 filings.
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.
20 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 7 by compensation.
| Provider | Compensation |
|---|---|
EMPOWER ADVISORY GROUP, LLC2 years Filed as: EMPOWER ANNUITY INSURANCE COMPANY O Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 Recordkeeping Fees | $39,207 |
OSAIC WEALTH INC2 years Filed as: OSAIC WEALTH, INC. Service code 55 Other Commissions | $16,282 |
Service code 55 Other Commissions | $13,397 |
Filed as: LEAFHOUSE FINANCIAL ADVISORS Service code 99 6300 BRIDGE POINT PRKWY BLDG 1 · AUSTIN, TX 78730-5097 Other Fees | $4,396 |
THE BENEFIT ADVANTAGE, INC.2 years Service code 13 3497 AUBURN ROAD · AUBURN HILLS, MI 48326 Contract Administrator | $3,300 |
OSAIC WEALTH INC2 years Filed as: OSAIC WEALTH INC. Service code 55 10 EXCHANGE PLACE STE 1410 · JERSEY CITY, NJ 07302 Other Commissions | $0 |
Filed as: PARK AVENUE SECURITIES Service code 55 6255 STERNER'S WAY · BETHLEHAM, PA 18017 Other Commissions | $0 |
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, 2013.
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
9 filings · 2017 to 2025