Filings through .
2 of 18 flags tripped on the 2024 filing.
Failed to transmit contributions
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 2024 filing, 1 of 9 years on record. Charts need 3 years.
Older filings: assets, participants, contributions and return for each year are on Pro.
8 more years of history are on Pro. Pro is free for 7 days and then costs $49 a month.
$99K in admin expenses, $225 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; 29 lines in all, holding $17.5M of the plan's $17.5M. Recordkeeper: Empower.
| Fund | Dollars | % of funds% |
|---|---|---|
| Ivwuax Manager not matched · Other | $2.7M | 15.4% |
| Ifxaix Manager not matched · Other | $2.4M | 13.8% |
| ITRB451 Manager not matched · Other | $2.2M | 12.4% |
| ITRB351 Manager not matched · Other | $1.6M | 8.9% |
| ITRB6O1 Manager not matched · Other | $1.5M | 8.5% |
| ITRB401 Manager not matched · Other | $1.4M | 7.9% |
| ITRB251 Manager not matched · Other | $920K | 5.2% |
| ITRB551 Manager not matched · Other | $653K | 3.7% |
| Jnemx Manager not matched · Other | $627K | 3.6% |
| Ivimax Manager not matched · Other | $459K | 2.6% |
| 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 |
19 more funds in this lineup: name, manager, vehicle, dollars and share are on Pro.
19 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 |
|---|---|
PENDLETON FINANCIAL LLC2 years Service code 27 2607 OBERLIN RD · RALEIGH, NC 27608 Advisory (Plan) | $42,343 |
EMPOWER ADVISORY GROUP, LLC2 years Filed as: EMPOWER ANNUITY INSURANCE COMPANY Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 Recordkeeping Fees | $38,853 |
EMPOWER ADVISORY GROUP, LLC3 years Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 Investment Management | $18,187 |
The auditor signed off without reservation. This is the cleanest opinion.
Plan features from the filing, actuarial disclosures and related pages.
8 feature codes on the 2024 filing.
2 contacts
9 filings · 2016 to 2024