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 3 years on record. Charts need 3 years.
Older filings: assets, participants, contributions and return for each year are on Pro.
2 more years of history are on Pro. Pro is free for 7 days and then costs $49 a month.
$41K in admin expenses, $247 per participant (all participants, line 6f).
This section lists the funds on the plan's investment schedule and what changed since the prior filing.
11 funds of $250K or more; 14 lines in all, holding $7.8M of the plan's $8.0M. Recordkeeper: Empower.
Target-date series: T. Rowe Price Retirement, mutual fund, 69% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| T. Rowe Price Retirement T. Rowe Price · Mutual fund Target-date, 9 vintages | $5.4M | 68.6% |
| Fidelity 500 Index Fund Fidelity (FMR) · Mutual fund Index | $655K | 8.4% |
| Fidelity International Index Fund Fidelity (FMR) · Mutual fund Index | $471K | 6.0% |
| MFS International Diversification Fund R6 MFS (Sun Life) · Mutual fund | $340K | 4.3% |
| Fidelity Mid Cap Index Fund Fidelity (FMR) · Mutual fund Index | $198K | 2.5% |
| Fidelity Small Cap Index Fund Fidelity (FMR) · Mutual fund Index | $173K | 2.2% |
| Fidelity U.S. Bond Index Fund Fidelity (FMR) · Mutual fund Index | $172K | 2.2% |
| U.S. Small Cap Portfolio - Institutional Class Dimensional · Mutual fund | $150K | 1.9% |
| AB Large Cap Growth Z AllianceBernstein · Other | $133K | 1.7% |
| Dreyfus Government Cash Mgmt Instl BNY · Money market | $124K | 1.6% |
| 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 |
4 more funds in this lineup: name, manager, vehicle, dollars and share are on Pro.
4 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 |
|---|---|
UBS FINANCIAL SERVICES INC3+ years Service code 27 PO BOX 198928 · NASHVILLE, TN 37238 Advisory (Plan) | $20,650 |
EMPOWER ADVISORY GROUP, LLC2 years Filed as: EMPOWER LIFE & ANNUITY INSURANCE CO Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 Recordkeeping Fees | $17,630 |
EMPOWER ADVISORY GROUP, LLC3+ years Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 Investment Management | $2,962 |
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 2024 filing.
2 contacts
3 filings · 2022 to 2024