Filings through .
1 of 18 flags tripped on the 2025 filing.
Few collective trusts
1% 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.
Fewer than 3 years of filings on record. Charts show once 3 consecutive filings are on file.
$118K in admin expenses, $120 per participant (all participants, line 6f).
This section lists the funds on the plan's investment schedule and what changed since the prior filing.
34 funds of $250K or more, counting each target-date vintage; shown as 30 lines, holding $91.5M of the plan's $92.3M. Recordkeeper: Empower.
Target-date series: Putnam Retirement Advantage, other, 50% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| Putnam Retirement Advantage Franklin Templeton · Separate account Target-date, 8 vintages | $45.7M | 50.0% |
| Empower S&P 500 Index Separate Account Empower · Separate account IndexRecordkeeper's own fund | $11.7M | 12.8% |
| Putnam Retirement Advantage Maturity Trust SA Franklin Templeton · Separate account | $9.7M | 10.6% |
| Putnam Stable Value Fund Franklin Templeton · Stable value Stable value | $3.9M | 4.2% |
| Vanguard U.S. Growth Fund Admiral Shares Vanguard · Mutual fund | $3.4M | 3.7% |
| Columbia Seligman Global Technology Fund Class A Ameriprise (Columbia Threadneedle) · Mutual fund | $1.9M | 2.0% |
| Allspring Core Plus Bond Fund Class R6 Allspring · Mutual fund | $1.3M | 1.4% |
| Putnam Large Cap Value Trust II Class R Franklin Templeton · Collective trust | $1.3M | 1.4% |
| Vanguard Wellington Fund Admiral Shares Vanguard · Mutual fund | $1.3M | 1.4% |
| MFS International Diversification Fund R6 MFS (Sun Life) · Mutual fund | $1.2M | 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 |
20 more funds in this lineup: name, manager, vehicle, dollars and share are on Pro.
Added 3 funds, likely replaced 1 fund. Changed vehicle on 3 funds.
| Fund | Year-end value |
|---|---|
| Other vehicle movePutnam Retirement Advantage 2030 Trust to Putnam Retirement Advantage 2035collective trust to separate account | $39.3M to $45.7M |
| ReplacedHighVanguard 500 Index Fund Admiral Shares to Empower S&P 500 Index Separate Account | $8.7M to $11.7M |
| Other vehicle movePutnam Retirement Advantage Trust Maturity - Class X to Putnam Retirement Advantage Maturity Trust SAcollective trust to separate account | $3.0M to $9.7M |
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.
20 more lines and 4 more changes 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 O Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 Recordkeeping Fees | $58,514 |
CETERA FINANCIAL GROUP2+ years Filed as: CETERA INVESTMENT ADVISERS LLC Service code 27 200 N PACIFIC COAST HWY STE 1200 · EL SEGUNDO, CA 90245 Advisory (Plan) | $55,695 |
EMPOWER ADVISORY GROUP, LLC2+ years Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 Investment Management | $3,619 |
ERNST & YOUNG LLP1 year Filed as: ERNST & YOUNG US LLP Service code 10 PITTSBG NTNL BNK PITT 640382 · PITTSBURGH, PA 15264-0382 Accounting | $0 |
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
2 filings · 2024 to 2025