Filings through .
2 of 17 flags tripped on the 2025 filing.
Failed to transmit contributions
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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.
$20K in admin expenses, $21 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 22 lines, holding $44.1M of the plan's $44.8M. Recordkeeper: Empower.
Target-date series: American Funds Target Date, collective trust, 58% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| American Funds Target Date Capital Group · Collective trust Target-date, 10 vintages | $25.7M | 58.4% |
| Fully Benefit Responsive Investment Contracts Empower Trust Company Key Guaranteed Portfolio Fund Empower · Insurance contract Recordkeeper's own fund | $2.2M | 5.0% |
| JP Morgan Invst Mgmt / Large Cap N/R JPMorgan · Separate account | $2.0M | 4.5% |
| Fidelity 500 Index Fund Fidelity (FMR) · Mutual fund Index | $1.9M | 4.3% |
| Vanguard Wellington Fund Admiral Shares Vanguard · Mutual fund | $1.6M | 3.7% |
| T. Rowe Price Capital Appreciation Fund T. Rowe Price · Mutual fund | $1.2M | 2.6% |
| Vanguard Total Bond Market Index Fund Admiral Shares Vanguard · Mutual fund Index | $1.1M | 2.5% |
| Admiral Shares Dimensional Fund Advisors Dimensional U.S. Targeted Value Portfolio N/R Dimensional · Mutual fund | $899K | 2.0% |
| Date Fund Class R1 Great Gray Trust Company Great Gray EuroPacific Growth Trust Capital Group · Collective trust | $883K | 2.0% |
| Vanguard Inflation-Protected Securities Fund Admiral Shares Vanguard · Mutual fund | $874K | 2.0% |
| 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 |
12 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.
12 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 1 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 | $20,009 |
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.
2 contacts
11 filings · 2015 to 2025