Filings through .
1 of 17 flags tripped on the 2025 filing.
High fees
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 10 years on record. Charts need 3 years.
Older filings: assets, participants, contributions and return for each year are on Pro.
9 more years of history are on Pro. Pro is free for 7 days and then costs $49 a month.
$96K in admin expenses, $293 per participant (all participants, line 6f).
This section lists the funds on the plan's investment schedule and what changed since the prior filing.
25 funds of $250K or more, counting each target-date vintage; shown as 18 lines, holding $32.9M of the plan's $38.2M. Recordkeeper: Empower.
Target-date series: T. Rowe Price Retirement, collective trust, 40% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| T. Rowe Price Retirement T. Rowe Price · Collective trust Target-date, 11 vintages | $13.0M | 39.5% |
| Fidelity 500 Index Fund Fidelity (FMR) · Mutual fund Index | $4.2M | 12.8% |
| Putnam Large Cap Value Trust Franklin Templeton · Collective trust | $2.2M | 6.7% |
| AB US Large Cap Growth CIT AllianceBernstein · Collective trust | $1.9M | 5.8% |
| Vanguard Federal Money Market Fund Investor Shares Vanguard · Money market | $1.9M | 5.7% |
| Capital Group EuroPacific Fund Capital Group · Mutual fund | $1.8M | 5.3% |
| Pgim Total Return Bond Fund CIT Prudential (PGIM) · Collective trust | $1.2M | 3.7% |
| Fidelity Small Cap Index Fund Fidelity (FMR) · Mutual fund Index | $1.1M | 3.3% |
| Fidelity Mid Cap Index Fund Fidelity (FMR) · Mutual fund Index | $1.0M | 3.1% |
| Goldman Sachs Emerging Markets Fund Goldman Sachs · Mutual fund | $966K | 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 |
8 more funds in this lineup: name, manager, vehicle, dollars and share are on Pro.
Likely replaced 1 fund.
| Fund | Year-end value |
|---|---|
| ReplacedHighBlackRock Mid-Cap Growth Equity Fund to Principal Mid Cap Fund | $686K to $545K |
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.
8 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 2 by compensation.
| Provider | Compensation |
|---|---|
CREATIVE PLANNING LLC4 years Service code 27 5440 W 110TH ST STE 102 · OVERLAND PARK, KS 66211 Advisory (Plan) | $52,866 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 Recordkeeping Fees | $43,076 |
The auditor signed off without reservation. This is the cleanest opinion.
Plan features from the filing, actuarial disclosures and related pages.
10 feature codes on the 2025 filing.
Filed August 15, 2017.
Street address, email and phone are on Pro. Pro is free for 7 days and then costs $49 a month.
3 contacts
Phone and email for the top hat administrator are on Pro.
11 filings · 2015 to 2025