Filings through .
2 of 18 flags tripped on the 2025 filing.
Failed to transmit contributions
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Possible retail share class: $154K
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.
$82K in admin expenses, $263 per participant (all participants, line 6f).
This section lists the funds on the plan's investment schedule and what changed since the prior filing.
18 funds of $250K or more; 19 lines in all, holding $15.4M of the plan's $15.7M. Recordkeeper: Empower.
Target-date series: American Funds Target Date, mutual fund, 40% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| American Funds Target Date Capital Group · Mutual fund Target-date, 9 vintages | $6.1M | 39.5% |
| Dimensional Fund Advisors US Large Cap Value Dimensional · Mutual fund | $1.4M | 9.3% |
| US Bond Index Fund Manager not matched · Mutual fund Index | $1.3M | 8.6% |
| Large Cap Growth R1 Manager not matched · Collective trust | $1.2M | 7.8% |
| Empower Annuity Insurance Compa Empower · Insurance contract Recordkeeper's own fund | $864K | 5.6% |
| Vanguard 500 Index Fund Admiral Shares Vanguard · Mutual fund Index | $841K | 5.5% |
| Vanguard Mid Cap Value Index Admirat Vanguard · Mutual fund Index | $659K | 4.3% |
| Dimensional Fund of Large Cap International Fund, Advisors Dimensional · Mutual fund | $560K | 3.7% |
| Vanguard Mid-Cap Growth Index Fund Admiral Shares Vanguard · Mutual fund Index | $536K | 3.5% |
| Dimensional Fund Advisors US Small Cap Value Fund Dimensional · Mutual fund | $367K | 2.4% |
| 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 1 fund, dropped 1 fund.
| Fund | Year-end value |
|---|---|
| AddedUS Bond Index Fund | $1.3M |
| DroppedGreat Gray Collective Investment Trust Core Plus Bond Fund II Fee Class R1 | $841K |
Stable value and insurance contract lines, renames and class changes are not counted. Left out here: 5 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.
9 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 5 by compensation.
| Provider | Compensation |
|---|---|
EMPOWER ADVISORY GROUP, LLC4 years Filed as: EMPOWER ANNUITY INSURANCE COMPANY Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 Recordkeeping Fees | $61,562 |
Service code 55 880 CARILON PARKWAY · ST PETERSBURG, FL 33716 Other Commissions | $32,960 |
THE W.L. BURMEISTER COMPANY11+ years Service code 13 · EIN 38-2928964 Contract Administrator | $10,540 |
DS INVESTMENT ADVISORS4 years Filed as: DS INVESTMENT ADVISORS LLC Service code 27 750 FRONT AVENUE SUITE 305 · GRAND RAPIDS, MI 49504 Advisory (Plan) | $6,933 |
EMPOWER ADVISORY GROUP, LLC4 years Filed as: EMPOWER ADVISORY GROUP LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 Investment Management | $3,012 |
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 September 6, 2022.
Street address, email and phone are on Pro. Pro is free for 7 days and then costs $49 a month.
4 contacts
Phone and email for the top hat administrator are on Pro.
11 filings · 2015 to 2025