Filings through .
3 of 18 flags tripped on the 2025 filing.
Failed to transmit contributions
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
High fees
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Few collective trusts
<1% of fund dollars in collective trusts, which often cost less than the same strategy as a mutual fund.
How this plan compares with plans of the same size, type and industry, and how it moved year over year.
Each metric ranked against plans of the same size, type and industry.
Peer percentiles for 6 metrics are on Pro. Pro shows the percentile for each metric against plans of the same size and industry. Free for 7 days, then $49 a month.
Showing the 2025 filing, 1 of 10 years on record. Charts need 3 years.
9 more years of history are on Pro. Pro shows up to ten years of filings for this plan, year over year. Free for 7 days, then $49 a month.
$328K in admin expenses, $454 per participant (all participants, line 6f).
The funds on the plan's investment schedule and what changed since the prior filing.
29 funds of $250K or more, counting each target-date vintage; shown as 23 lines, holding $91.9M of the plan's $91.9M. Recordkeeper: Empower.
Target-date series: Vanguard Target Retirement, mutual fund, 62% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| Vanguard Target Retirement Vanguard · Mutual fund Target-date, 9 vintages | $57.0M | 62.0% |
| Growth Fund OF America Capital Group · Mutual fund | $6.7M | 7.3% |
| New Perspective Fund Capital Group · Mutual fund | $4.4M | 4.8% |
| Dodge & Cox International Stock Fund Dodge & Cox · Mutual fund | $2.6M | 2.8% |
| Amcap Fund Capital Group · Mutual fund | $2.6M | 2.8% |
| U.S. Small Cap Value Portfolio - Institutional Class Dimensional · Mutual fund | $2.5M | 2.7% |
| Fidelity Capital & Income Fund Fidelity (FMR) · Mutual fund | $2.2M | 2.4% |
| Eupac Fund Capital Group · Mutual fund | $2.1M | 2.2% |
| Vanguard Selected Value Fund Investor Shares Vanguard · Mutual fund | $2.0M | 2.1% |
| Vanguard Wellesley Income Fund Admiral Shares Vanguard · Mutual fund | $1.1M | 1.3% |
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, not money moved.
13 more lines in this lineup are on Pro. Pro shows every fund in this plan's lineup and every change since the prior filing. Free for 7 days, then $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.
Who is paid to serve the plan, who audits it, and who signs the filing.
Top 4 by compensation.
| Provider | Compensation |
|---|---|
CETERA FINANCIAL GROUP1 year Filed as: CETERA INVESTMENT ADVISERS LLC Service code 27 200 N PACIFIC COAST HWY STE 1200 · EL SEGUNDO, CA 90245 Advisory (Plan) | $161,994 |
EMPOWER ADVISORY GROUP, LLC4 years Filed as: EMPOWER ANNUITY INSUR CO OF AMERICA Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 Recordkeeping Fees | $114,611 |
EMPOWER ADVISORY GROUP, LLC4 years Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 Investment Management | $27,750 |
TSC 401K1 year Service code 13 7365 KIRKWOOD COURT N SUITE 200 · MAPLE GROVE, MN 55369 Contract Administrator | $23,300 |
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
11 filings · 2015 to 2025