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.)
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 2025 filing, 1 of 8 years on record. Charts need 3 years.
Older filings: assets, participants, contributions and return for each year are on Pro.
7 more years of history are on Pro. Pro is free for 7 days and then costs $49 a month.
$45K in admin expenses, $287 per participant (all participants, line 6f).
This section lists the funds on the plan's investment schedule and what changed since the prior filing.
10 funds of $250K or more; 18 lines in all, holding $8.6M of the plan's $8.6M. Recordkeeper: Empower.
Target-date series: American Funds Target Date, mutual fund, 72% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| American Funds Target Date Capital Group · Mutual fund Target-date, 9 vintages | $6.2M | 72.3% |
| Fidelity Large Cap Growth Index Fund Fidelity (FMR) · Mutual fund Index | $643K | 7.5% |
| Putnam Large CAP Value Fund Class R6 Franklin Templeton · Mutual fund | $437K | 5.1% |
| American Funds Capital Group · Mutual fund | $434K | 5.0% |
| American Funds American Balance R6 Capital Group · Mutual fund | $236K | 2.7% |
| iShares MSCI EAFE International Index Fund Class K BlackRock · ETF Index | $221K | 2.6% |
| iShares S&P 500 Index Fund Class K Shares BlackRock · ETF Index | $114K | 1.3% |
| Fidelity Emerging Markets Index Fund Fidelity (FMR) · Mutual fund Index | $104K | 1.2% |
| Pgim Total Return Bond Fund Class R6 Prudential (PGIM) · Mutual fund | $73K | 0.8% |
| EI Fixed Account - Series N/r Empower · Insurance contract Recordkeeper's own fund | $40K | 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 |
8 more funds in this lineup: name, manager, vehicle, dollars and share are on Pro.
Added 1 fund, dropped 1 fund.
| Fund | Year-end value |
|---|---|
| AddedPutnam Large CAP Value Fund Class R6 | $437K |
| DroppedJPMorgan Equity Income Fund Class R6 | $324K |
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.
8 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 4 by compensation.
| Provider | Compensation |
|---|---|
EMPOWER ADVISORY GROUP, LLC4 years Filed as: EMPOWER ANNUITY INSURANCE COMPANY Service code 64 · EIN 84-0467907 Recordkeeping Fees | $27,446 |
Filed as: KLAAS FINANCIAL ASSET ADVISORS LLC Service code 27 · EIN 84-0467907 Advisory (Plan) | $14,442 |
PENSION CONSULTANTS, INC.4 years Filed as: PENSION CONSULTANTS CO., INC. Service code 13 · EIN 39-1894140 Contract Administrator | $2,040 |
EMPOWER ADVISORY GROUP, LLC4 years Service code 28 · EIN 84-0467907 Investment Management | $1,186 |
The auditor signed off without reservation. This is the cleanest opinion.
Plan features from the filing, actuarial disclosures and related pages.
7 feature codes on the 2025 filing.
2 contacts
8 filings · 2018 to 2025