Filings through .
1 of 18 flags tripped on the 2024 filing.
Few collective trusts
0% of fund dollars in collective trusts, which often cost less than the same strategy as a mutual fund.
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 2024 filing, 1 of 5 years on record. Charts need 3 years.
Older filings: assets, participants, contributions and return for each year are on Pro.
4 more years of history are on Pro. Pro is free for 7 days and then costs $49 a month.
$77K in admin expenses, $236 per participant (all participants, line 6f).
This section lists the funds on the plan's investment schedule and what changed since the prior filing.
13 funds of $250K or more; 17 lines in all, holding $17.9M of the plan's $33.1M. Recordkeeper: Empower.
Target-date series: BlackRock LifePath Index, mutual fund, 71% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| BlackRock LifePath Index BlackRock · Mutual fund Target-date, 8 vintages | $12.7M | 70.8% |
| Fidelity 500 Index Fund Fidelity (FMR) · Mutual fund Index | $1.9M | 10.5% |
| AB Large CAP Growth Fund INC Class Z AllianceBernstein · Mutual fund | $768K | 4.3% |
| EI Fixed Account - Series Class I Empower · Insurance contract Recordkeeper's own fund | $539K | 3.0% |
| Fidelity U.S. Bond Index Fund Fidelity (FMR) · Mutual fund Index | $495K | 2.8% |
| Fidelity Mid Cap Index Fund Fidelity (FMR) · Mutual fund Index | $437K | 2.4% |
| Fidelity International Index Fund Fidelity (FMR) · Mutual fund Index | $357K | 2.0% |
| Fidelity Small Cap Index Fund Fidelity (FMR) · Mutual fund Index | $317K | 1.8% |
| Fidelity Emerging Markets Fund Fidelity Advisor Emerging Markets Fund: Class Z Fidelity (FMR) · Mutual fund | $116K | 0.6% |
| PIMCO Real Return Fund Institutional PIMCO (Allianz) · Mutual fund | $93K | 0.5% |
| 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 |
7 more funds in this lineup: name, manager, vehicle, dollars and share are on Pro.
7 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 |
|---|---|
CREATIVE PLANNING LLC1 year Filed as: CREATIVE PLANNING HOLDCO LLC DBA CR Service code 27 5454 110TH ST · OVERLAND PARK, KS 66211 Advisory (Plan) | $45,100 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 Recordkeeping Fees | $30,293 |
Service code 28 353 NORTH CLARK STREET · CHICAGO, IL 60654 Investment Management | $11,495 |
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 2024 filing.
2 contacts
5 filings · 2015 to 2024