Filings through .
2 of 17 flags tripped on the 2025 filing.
Corrective distributions
Plan reported corrective distributions (failed ADP/ACP testing).
High assets / participant
Assets per participant exceed $250,000 - top-decile high-value plan.
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.
$9.7M in admin expenses, $39 per participant (all participants, line 6f).
This section lists the funds on the plan's investment schedule and what changed since the prior filing.
52 funds of $250K or more; 165 lines in all, holding $49.8B of the plan's $64.4B. Recordkeeper: Empower.
Target-date series: SSgA Target Retirement, collective trust, 22% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| SSgA Target Retirement State Street (SSgA) · Collective trust Target-date, 11 vintages | $10.7B | 21.5% |
| State Street S&P 500 Index K NL State Street (SSgA) · Collective trust Index | $8.96B | 18.0% |
| State Street NASDAQ 100 Index NL CL M State Street (SSgA) · Collective trust Index | $5.91B | 11.9% |
| State Street S&P Mid Cap Index NL CL M State Street (SSgA) · Collective trust Index | $2.56B | 5.1% |
| State Street U.S. Bond Index NL M State Street (SSgA) · Collective trust Index | $2.15B | 4.3% |
| BlackRock Liquidity Treasury Instl BlackRock · Mutual fund | $1.80B | 3.6% |
| State Street Russell Sm Cap Index NL CL K State Street (SSgA) · Collective trust Index | $1.54B | 3.1% |
| State Street International Index M State Street (SSgA) · Collective trust Index | $1.26B | 2.5% |
| Dodge & Cox Stock Fund Class X Dodge & Cox · Mutual fund | $1.16B | 2.3% |
| MFS Large Cap Value CL 5 MFS (Sun Life) · Collective trust | $1.13B | 2.3% |
| 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 |
155 more funds in this lineup: name, manager, vehicle, dollars and share are on Pro.
Added 5 funds, dropped 8 funds, likely replaced 3 funds.
| Fund | Year-end value |
|---|---|
| ReplacedHighSEI Investments Focus Growth CIT to Polen Focus Growth Collective Investment Trust | $828M to $841M |
| DroppedGalliard SA Intermediate Core Fund C | $286M |
| DroppedGalliard SA Intermediate Core Fund Q | $284M |
Stable value and insurance contract lines, renames and class changes are not counted. Left out here: 6 stable value or insurance lines.
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.
155 more lines and 13 more changes 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, LLC3 years Filed as: EMPOWER ANNUITY INS CO OF AMERICA Service code 15 · EIN 84-0467907 Recordkeeping | $5,582,252 |
EMPOWER ADVISORY GROUP, LLC4 years Service code 26 · EIN 84-1532243 Advisory (Participants) | $4,046,630 |
Filed as: QDRO CONSULTANTS CO LLC Service code 16 · EIN 34-1820650 Consulting | $61,800 |
COMERICA BANK1 year Filed as: COMERICA BANK & TRUST, N.A. Service code 21 411 W LAFAYETTE BOULEVARD · DETROIT, MI 48226 Bank Trustee | $0 |
LAZARD ASSET MANAGEMENT3 years Service code 28 · EIN 04-3478313 Investment Management | $0 |
STIFEL NICOLAUS & CO INC3 years Filed as: STIFEL, NICOLAUS & COMPANY, INC. Service code 33 · EIN 43-0538770 Securities brokerage commissions and ... | $0 |
T ROWE PRICE RPS INC11+ years Filed as: T. ROWE PRICE TRUST COMPANY Service code 26 · EIN 52-1309931 Advisory (Participants) | $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 December 29, 1993 (most recent of 2 filings on file).
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.
9 contacts
Phone and email for the actuary are on Pro.
11 filings · 2015 to 2025