Filings through .
5 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).
Low returns
Annual investment return is in the bottom quintile of the peer cohort.
Few collective trusts
0% of fund dollars in collective trusts, which often cost less than the same strategy as a mutual fund.
Wind-down / frozen
Plan appears closed to new enrollment or frozen - balance-holders far exceed active participants, or the plan reports active distributions with no inflows. Exclude from peer benchmarks.
Recently cancelled plan
Plan reported a final filing / termination within the last year.
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 6 years on record. Charts need 3 years.
Older filings: assets, participants, contributions and return for each year are on Pro.
5 more years of history are on Pro. Pro is free for 7 days and then costs $49 a month.
$114K in admin expenses.
This section lists the funds on the plan's investment schedule and what changed since the prior filing.
19 funds of $250K or more; 27 lines in all, holding $19.9M of the plan's $20.6M. Recordkeeper: Empower.
| Fund | Dollars | % of funds% |
|---|---|---|
| Fxaix Manager not matched · Other | $5.7M | 28.9% |
| 1PCSV20 Manager not matched · Other | $1.8M | 9.3% |
| Ffezx Manager not matched · Other | $1.4M | 7.1% |
| Ffizx Manager not matched · Other | $1.3M | 6.3% |
| Ftkfx Manager not matched · Other | $1.2M | 6.1% |
| Ffegx Manager not matched · Other | $1.2M | 5.9% |
| Fsmdx Manager not matched · Other | $1.1M | 5.3% |
| Fidzx Manager not matched · Other | $838K | 4.2% |
| Fflex Manager not matched · Other | $585K | 2.9% |
| Fsggx Manager not matched · Other | $584K | 2.9% |
| 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 |
17 more funds in this lineup: name, manager, vehicle, dollars and share are on Pro.
17 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, LLC2 years Filed as: EMPOWER ANNUITY INSURANCE COMPANY Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 Recordkeeping Fees | $81,337 |
MARSH & MCLENNAN AGENCY LLC6+ years Filed as: MMA SECURITIES LLC Service code 27 PO BOX 9497 · NEW YORK, NY 10087 Advisory (Plan) | $17,371 |
OSAIC WEALTH INC1 year Service code 27 10 EXCHANGE PLACE STE 1410 · JERSEY CITY, NJ 07302 Advisory (Plan) | $7,679 |
EMPOWER ADVISORY GROUP, LLC4 years Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 Investment Management | $7,200 |
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
6 filings · 2020 to 2025