Filings through .
3 of 18 flags tripped on the 2025 filing.
Few collective trusts
0% of fund dollars in collective trusts, which often cost less than the same strategy as a mutual fund.
Wind-down / frozen
Plan appears closed to new enrollment or frozen - balance-holders far exceed active participants, or the plan reports active distributions with no inflows. Exclude from peer benchmarks.
Recently cancelled plan
Plan reported a final filing / termination within the last year.
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.
$234K in admin expenses.
This section lists the funds on the plan's investment schedule and what changed since the prior filing.
14 funds of $250K or more; 27 lines in all, holding $12.6M of the plan's $14.2M. Recordkeeper: Empower.
| Fund | Dollars | % of funds% |
|---|---|---|
| Vanguard 500 Index Fund Admiral Shares Vanguard · Mutual fund Index | $2.0M | 15.7% |
| MassMutual RetireSMART by JPMorgan 2025 Fund Class I JPMorgan · Mutual fund | $1.8M | 14.0% |
| MassMutual RetireSMART by JPMorgan 2040 Fund Class I JPMorgan · Mutual fund | $1.2M | 9.4% |
| of Investment Cost Value MassMutual Ret MassMutual · Mutual fund | $996K | 7.9% |
| MassMutual RetireSMART by JPMorgan 2035 Fund Class I JPMorgan · Mutual fund | $927K | 7.3% |
| MassMutual RetireSMART by JPMorgan 2055 Fund Class I JPMorgan · Mutual fund | $754K | 6.0% |
| MassMutual RetireSMART by JPMorgan 2050 Fund Class I JPMorgan · Mutual fund | $709K | 5.6% |
| MassMutual Blue Chip Growth Fund Class I MassMutual · Mutual fund | $697K | 5.5% |
| MassMutual RetireSMART by JPMorgan 2020 Fund Class I JPMorgan · Mutual fund | $487K | 3.9% |
| Vanguard Small-Cap Growth Index Fund Admiral Shares Vanguard · Mutual fund Index | $466K | 3.7% |
| 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 |
17 more funds in this lineup: name, manager, vehicle, dollars and share are on Pro.
17 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 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 | $47,261 |
KB PENSION SERVICES, INC.2 years Filed as: KB PENSION SERVICES INC Service code 13 8374 MARKET STREET #502 · LAKEWOOD RANCH, FL 34202 Contract Administrator | $31,495 |
MORGAN STANLEY SMITH BARNEY2 years Filed as: MORGAN STANLEY INSURANCE SERVICES I Service code 55 1 NEW YORK PLZ 12TH FL · NEW YORK, NY 10004 Other Commissions | $17,197 |
EMPOWER ADVISORY GROUP, LLC2 years Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 Investment Management | $3,101 |
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
11 filings · 2015 to 2025