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.
$90K in admin expenses, $249 per participant (all participants, line 6f).
This section lists the funds on the plan's investment schedule and what changed since the prior filing.
17 funds of $250K or more; 19 lines in all, holding $15.9M of the plan's $15.9M. 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, 11 vintages | $9.9M | 62.5% |
| Fidelity 500 Index Fund Fidelity (FMR) · Mutual fund Index | $1.4M | 8.5% |
| Massachusetts Investors Growth Stock Fund R6 MFS (Sun Life) · Mutual fund | $716K | 4.5% |
| MFS International Diversification Fund R6 MFS (Sun Life) · Mutual fund | $584K | 3.7% |
| Vanguard Equity Income Fund Admiral Shares Vanguard · Mutual fund | $435K | 2.7% |
| Fidelity Small Cap Index Fund Fidelity (FMR) · Mutual fund Index | $426K | 2.7% |
| Putnam Stable Value Fund Franklin Templeton · Stable value Stable value | $419K | 2.6% |
| Victory Sycamore Established Value Fund Class R6 Victory Capital · Mutual fund | $418K | 2.6% |
| Vanguard Total Bond Market Index Fund Admiral Shares Vanguard · Mutual fund Index | $263K | 1.7% |
| High Yield Fund R-6 Principal · Mutual fund | $230K | 1.4% |
| 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 |
9 more funds in this lineup: name, manager, vehicle, dollars and share are on Pro.
Added 1 fund, dropped 1 fund. Changed share class on 2 funds.
| Fund | Year-end value |
|---|---|
| DroppedMFS Mass Investment Grade Stock Fund | $1.1M |
| AddedMassachusetts Investors Growth Stock Fund R6 | $716K |
| Share class changeVanguard Equity Income Fund Investor Shares to Vanguard Equity Income Fund Admiral Shares | $469K to $435K |
Stable value and insurance contract lines, renames and class changes are not counted. Left out here: 2 renames.
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.
9 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 3 by compensation.
| Provider | Compensation |
|---|---|
EMPOWER ADVISORY GROUP, LLC2 years Filed as: EMPOWER ANNUITY INSURANCE COMPANY O Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 Recordkeeping Fees | $54,427 |
Service code 27 8111 PRESTON ROAD, STE. 500 · DALLAS, TX 75225 Advisory (Plan) | $31,540 |
Service code 27 14221 DALLAS PKWY STE 100 · DALLAS, TX 75254 Advisory (Plan) | $3,802 |
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 March 22, 2015.
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
10 filings · 2016 to 2025