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.
$130K in admin expenses, $212 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 hold $25.5M of the plan's $28.2M. Recordkeeper: Empower.
Target-date series: Vanguard Target Retirement, mutual fund, 73% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| Vanguard Target Retirement Vanguard · Mutual fund Target-date, 11 vintages | $18.6M | 73.1% |
| Vanguard Total Stock Market Index Fund Investor Shares Vanguard · Mutual fund Index | $1.7M | 6.6% |
| Fidelity Blue Chip Growth Fund Fidelity (FMR) · Mutual fund | $767K | 3.0% |
| Vanguard Total International Stock Index Fund Investor Shares Vanguard · Mutual fund Index | $764K | 3.0% |
| Putnam Stable Value Fund Franklin Templeton · Stable value Stable value | $703K | 2.8% |
| Fidelity Advisor Balanced Fund Fidelity (FMR) · Mutual fund | $500K | 2.0% |
| Capital World Growth & Income Fund Capital Group · Mutual fund | $407K | 1.6% |
| iShares U.S. Aggregate Bond Index Fund BlackRock · ETF Index | $316K | 1.2% |
| Mid Cap Value Fund American Century · Mutual fund | $270K | 1.1% |
| Eupac Fund Capital Group · Mutual fund | $241K | 0.9% |
| 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 |
7 more funds in this lineup: name, manager, vehicle, dollars and share are on Pro.
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.
7 more lines 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 4 by compensation.
| Provider | Compensation |
|---|---|
EMPOWER ADVISORY GROUP, LLC4 years Filed as: EMPOWER ANNUITY INSURANCE COMPANY Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 Recordkeeping Fees | $56,491 |
Filed as: CBIZ INVESTMENT ADVISORY SVCS, LLC Service code 27 6050 OAK TREE BLVD S · CINCINATTI, OH 44131 Advisory (Plan) | $43,186 |
Filed as: MHM RETIREMENT PLAN SOLUTIONS Service code 13 700 W 47TH ST. STE 1100 · KANSAS CITY, MO 64112 Contract Administrator | $17,697 |
EMPOWER ADVISORY GROUP, LLC3 years Filed as: EMPOWER ADVISORY GROUP LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 Investment Management | $12,132 |
The auditor signed off without reservation. This is the cleanest opinion.
Plan features from the filing, actuarial disclosures and related pages.
6 feature codes on the 2025 filing.
3 contacts
11 filings · 2015 to 2025