Filings through .
No flags tripped on the 2025 filing.
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.
$23K in admin expenses, $43 per participant (all participants, line 6f).
This section lists the funds on the plan's investment schedule and what changed since the prior filing.
14 funds of $250K or more; 43 lines in all, holding $26.9M of the plan's $27.6M. Recordkeeper: Empower.
| Fund | Dollars | % of funds% |
|---|---|---|
| Great Gray Trust American Funds 2045 I Capital Group · Collective trust | $4.3M | 15.9% |
| Great Gray Trust American Funds 2040 I Capital Group · Collective trust | $3.8M | 14.1% |
| Great Gray Trust American Funds 2035 I Capital Group · Collective trust | $2.6M | 9.8% |
| Great Gray Trust American Funds 2050 I Capital Group · Collective trust | $2.5M | 9.5% |
| iShares S&P 500 Index Fund Class K Shares BlackRock · ETF Index | $2.0M | 7.6% |
| Great Gray Trust American Funds 2055 I Capital Group · Collective trust | $2.0M | 7.5% |
| Great Gray Trust American Funds 2060 I Capital Group · Collective trust | $1.5M | 5.5% |
| Great Gray Trust American Funds 2020 I Capital Group · Collective trust | $1.4M | 5.2% |
| Great Gray Trust American Funds 2030 I Capital Group · Collective trust | $1.3M | 4.8% |
| Great Gray Trust American Funds 2025 I Capital Group · Collective trust | $1.3M | 4.7% |
| 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 |
33 more funds in this lineup: name, manager, vehicle, dollars and share are on Pro.
Dropped 2 funds. Moved to another target-date series. Changed share class on 1 fund.
| Fund | Year-end value |
|---|---|
| Target-date switchMassMutual Select T. Rowe Price Retirement 2045 Fund to Great Gray Trust American Funds 2045 I | $17.0M to $21.0M |
| Share class changeiShares S&P 500 Index Fund to iShares S&P 500 Index Fund Class K Shares | $1.6M to $2.0M |
| DroppedMassMutual Select T. Rowe Price Retirement Balanced Fund | $633K |
Stable value and insurance contract lines, renames and class changes are not counted. Left out here: 1 stable value or insurance line.
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.
33 more lines and 1 more change 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 2 by compensation.
| Provider | Compensation |
|---|---|
EMPOWER ADVISORY GROUP, LLC4 years Filed as: EMPOWER ANNUITY INSURANCE COMPANY O Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 Recordkeeping Fees | $15,975 |
EMPOWER ADVISORY GROUP, LLC3 years Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 Investment Management | $7,410 |
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.
2 contacts
11 filings · 2015 to 2025