Filings through .
1 of 18 flags tripped on the 2024 filing.
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 2024 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.
$44K in admin expenses, $217 per participant (all participants, line 6f).
This section lists the funds on the plan's investment schedule and what changed since the prior filing.
28 funds of $250K or more; 30 lines in all, holding $33.6M of the plan's $33.8M. Recordkeeper: Empower.
Target-date series: BlackRock LifePath Index, mutual fund, 20% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| BlackRock LifePath Index BlackRock · Mutual fund Target-date, 8 vintages | $6.6M | 19.5% |
| MFS Growth Fund R6 MFS (Sun Life) · Mutual fund | $4.6M | 13.7% |
| iShares S&P 500 Index Fund Class K Shares BlackRock · ETF Index | $4.1M | 12.3% |
| JPMorgan Equity Income Fund Class R6 JPMorgan · Mutual fund | $2.9M | 8.5% |
| Fidelity Total Market Index Fund Fidelity (FMR) · Mutual fund Index | $2.2M | 6.7% |
| Key Guaranteed Portfolio Fund Vanguard · Insurance contract | $1.2M | 3.6% |
| Vanguard Total International Stock Index Fund Admiral Shares Vanguard · Mutual fund Index | $1.1M | 3.4% |
| Vanguard Intermediate-Term Bond Index Fund Admiral Shares Vanguard · Mutual fund Index | $1.1M | 3.3% |
| Vanguard Global Equity Fund Investor Shares Vanguard · Mutual fund | $1.1M | 3.2% |
| PIMCO Income Fund Institutional PIMCO (Allianz) · Mutual fund | $953K | 2.8% |
| 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.
20 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 INSURANCE COMPANY O Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 Recordkeeping Fees | $20,383 |
EMPOWER ADVISORY GROUP, LLC3 years Filed as: EMPOWER ADVISORY GROUP Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 Investment Management | $16,410 |
EDBERG & PERRY INC4 years Filed as: EDBERG PERRY LLC Service code 13 6930 E CHAUNCEY LANE, SUITE 120 · PHOENIX, AZ 85054 Contract Administrator | $3,950 |
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 2024 filing.
4 contacts
Phone and email for the actuary are on Pro.
10 filings · 2015 to 2024