Filings through .
2 of 17 flags tripped on the 2025 filing.
Low fidelity bond
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
Low returns
Annual investment return 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 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.
$5K in admin expenses, $60 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; 16 lines in all, holding $4.1M of the plan's $4.2M. Recordkeeper: Empower.
Target-date series: Nuveen Lifecycle Index, mutual fund, 94% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| Nuveen Lifecycle Index TIAA (Nuveen) · Mutual fund Target-date, 10 vintages | $3.0M | 72.3% |
| Nuveen Lifecycle Index TIAA (Nuveen) · Collective trust Target-date, 1 vintage | $902K | 21.8% |
| Fidelity 500 Index Fund Fidelity (FMR) · Mutual fund Index | $127K | 3.1% |
| Empower Guaranteed Income Fund Empower · Insurance contract Recordkeeper's own fund | $44K | 1.1% |
| Putnam Large Cap Value Fund Franklin Templeton · Mutual fund | $27K | 0.6% |
| Fidelity International Index Fund Fidelity (FMR) · Mutual fund Index | $15K | 0.4% |
| Fidelity Mid Cap Index Fund Fidelity (FMR) · Mutual fund Index | $12K | 0.3% |
| JPMorgan Large Cap Growth Fund JPMorgan · Mutual fund | $8K | 0.2% |
| New World Fund Inc Capital Group · Mutual fund | $4K | <0.1% |
| PIMCO Income Fund Institutional PIMCO (Allianz) · Mutual fund | $4K | <0.1% |
| 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 |
6 more funds in this lineup: name, manager, vehicle, dollars and share are on Pro.
Added 2 funds, dropped 5 funds.
| Fund | Year-end value |
|---|---|
| AddedNuveen Lifecycle Index 2035 Fund | $3.0M |
| DroppedVanguard Total Stock Market Index Fund Investor Shares | $2.1M |
| AddedNuveen Lifecycle Index 2050 Trust | $902K |
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.
6 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 2 by compensation.
| Provider | Compensation |
|---|---|
Filed as: EMPOWER ANNUITY INSURANCE COMPANY O Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 Recordkeeping Fees | $4,709 |
Filed as: ADVISED ASSETS GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 Investment Management | $18 |
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 2025 filing.
3 contacts
6 filings · 2020 to 2025