Filings through .
2 of 17 flags tripped on the 2025 filing.
Corrective distributions
Plan reported corrective distributions (failed ADP/ACP testing).
Low employer contribution
Employer contribution per participant is in the bottom quintile of the peer cohort.
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.
$11K in admin expenses, $90 per participant (all participants, line 6f).
This section lists the funds on the plan's investment schedule and what changed since the prior filing.
6 funds of $250K or more; 20 lines in all, holding $7.0M of the plan's $7.4M. Recordkeeper: Empower.
Target-date series: T. Rowe Price Retirement Blend, collective trust, 73% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| T. Rowe Price Retirement Blend T. Rowe Price · Collective trust Target-date, 1 vintage | $2.7M | 39.4% |
| T. Rowe Price Retirement Blend T. Rowe Price · Mutual fund Target-date, 9 vintages | $2.3M | 33.1% |
| Fidelity 500 Index Fund Fidelity (FMR) · Mutual fund Index | $763K | 10.9% |
| Fidelity Growth Company Fund Fidelity (FMR) · Mutual fund | $315K | 4.5% |
| MassMutual Blue Chip Growth Fund Class I MassMutual · Mutual fund | $226K | 3.2% |
| Mid Cap Growth / Westfield Capital Fund Westfield Capital · Separate account | $213K | 3.0% |
| MFS Intnl Growth Equity (Is Platform) MFS (Sun Life) · Mutual fund | $91K | 1.3% |
| Massmutual Small Cap Opportun I MassMutual · Mutual fund | $91K | 1.3% |
| Lazard International Equity Portfolio Institutional Shares Lazard · Mutual fund | $48K | 0.7% |
| NEW World Fund INC Class R-6 Capital Group · Mutual fund | $32K | 0.5% |
| 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 |
10 more funds in this lineup: name, manager, vehicle, dollars and share are on Pro.
Dropped 1 fund, likely replaced 1 fund.
| Fund | Year-end value |
|---|---|
| ReplacedHighVanguard 500 Index Fund to Fidelity 500 Index Fund | $609K to $763K |
| DroppedMassmutual Select Retirement Balanced Fund (mutual fund) | $366K |
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.
10 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 3 by compensation.
| Provider | Compensation |
|---|---|
EMPOWER ADVISORY GROUP, LLC2 years Filed as: EMPOWER LIFE & ANNUITY INSURANCE CO Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 Recordkeeping Fees | $12,353 |
MORGAN STANLEY SMITH BARNEY2 years Filed as: MORGAN STANLEY SMITH BARNEY LLC Service code 27 1 NEW YORK PLZ 12TH FL · NEW YORK, NY 10004 Advisory (Plan) | $5,000 |
EMPOWER ADVISORY GROUP, LLC2 years Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 Investment Management | $521 |
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