Filings through .
3 of 19 flags tripped on the 2025 filing.
Low returns
Annual investment return is in the bottom quintile of the peer cohort.
Possible retail share class: $3.9M
Mutual funds in a class the filing names that is often retail or revenue sharing. Confirm before you raise it.
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 8 years on record. Charts need 3 years.
Older filings: assets, participants, contributions and return for each year are on Pro.
7 more years of history are on Pro. Pro is free for 7 days and then costs $49 a month.
$880 in admin expenses, $5 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; 25 lines in all, holding $4.8M of the plan's $4.8M. Recordkeeper: Empower.
Target-date series: JPMorgan SmartRetirement, mutual fund, 50% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| JPMorgan SmartRetirement JPMorgan · Mutual fund Target-date, 9 vintages | $2.4M | 49.5% |
| MFS Total Return Fund R2 MFS (Sun Life) · Mutual fund Possible retail class R2 | $856K | 17.9% |
| MM S&P 500 Index Fund Class R3 MassMutual · Money market Index | $456K | 9.6% |
| Franklin Growth R Franklin Templeton · Mutual fund | $190K | 4.0% |
| Invesco Diversified Dividend Fund Class R Invesco · Mutual fund | $97K | 2.0% |
| JPMorgan Mid Cap Growth Fund Class R2 JPMorgan · Mutual fund Possible retail class R2 | $90K | 1.9% |
| Empower S&P Smallcap 400 Index L Mutual Fund Empower · Mutual fund IndexRecordkeeper's own fund | $68K | 1.4% |
| MFS Blended Research Core Equity Fund R2 MFS (Sun Life) · Mutual fund Possible retail class R2 | $66K | 1.4% |
| Columbia Overseas Value Fund Class R Ameriprise (Columbia Threadneedle) · Mutual fund | $64K | 1.4% |
| PIMCO Income Fund Class R PIMCO (Allianz) · Mutual fund | $62K | 1.3% |
| 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 |
15 more funds in this lineup: name, manager, vehicle, dollars and share are on Pro.
15 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, LLC3 years Filed as: EMPOWER ANNUITY INS CO OF AMERICA Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 Recordkeeping Fees | $455 |
SUPERIOR USA CORPORATION3 years Service code 13 525 LAKE AVE S SUITE 410 · DULUTH, MN 55802 Contract Administrator | $425 |
LPL FINANCIAL3 years Service code 27 PO BOX 502533 · SAN DIEGO, CA 92150 Advisory (Plan) | $0 |
The auditor signed off without reservation. This is the cleanest opinion.
Plan features from the filing, actuarial disclosures and related pages.
7 feature codes on the 2025 filing.
3 contacts
8 filings · 2018 to 2025