Filings through .
1 of 18 flags tripped on the 2025 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 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.
$42K in admin expenses, $38 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, counting each target-date vintage; shown as 10 lines, holding $141M of the plan's $160M. Recordkeeper: Empower.
Target-date series: JPMorgan SmartRetirement, mutual fund, 48% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| JPMorgan SmartRetirement JPMorgan · Mutual fund Target-date, 9 vintages | $67.5M | 48.0% |
| S&P 500 Index R5 Manager not matched · Money market Index | $20.4M | 14.5% |
| Fidelity Contrafund Fidelity (FMR) · Mutual fund | $17.8M | 12.6% |
| T. Rowe Price Equity Income Fund T. Rowe Price · Mutual fund | $9.0M | 6.4% |
| MFS International Equity Fund Class I MFS (Sun Life) · Mutual fund | $8.5M | 6.0% |
| PIMCO Total Return Fund PIMCO (Allianz) · Mutual fund | $7.4M | 5.2% |
| JPMorgan U.S. Small Company Fund JPMorgan · Mutual fund | $3.3M | 2.3% |
| Vanguard Small-Cap Value Index Fund Vanguard · Mutual fund Index | $2.8M | 2.0% |
| Vanguard Small-Cap Growth Index Fund Vanguard · Mutual fund Index | $2.2M | 1.6% |
| ClearBridge Small Cap Growth Fund Franklin Templeton · Mutual fund | $1.7M | 1.2% |
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.
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 2 by compensation.
| Provider | Compensation |
|---|---|
EMPOWER ADVISORY GROUP, LLC3 years Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 Investment Management | $22,359 |
EMPOWER ADVISORY GROUP, LLC3 years Filed as: EMPOWER ANNUITY INSURANCE COMPANY O Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 Recordkeeping Fees | $19,192 |
The auditor signed off without reservation. This is the cleanest opinion.
Plan features from the filing, actuarial disclosures and related pages.
9 feature codes on the 2025 filing.
Filed August 2, 2006.
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.
3 contacts
11 filings · 2015 to 2025