Filings through .
No flags tripped on the 2025 filing.
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 5 years on record. Charts need 3 years.
Older filings: assets, participants, contributions and return for each year are on Pro.
4 more years of history are on Pro. Pro is free for 7 days and then costs $49 a month.
$63K in admin expenses, $229 per participant (all participants, line 6f).
This section lists the funds on the plan's investment schedule and what changed since the prior filing.
9 funds of $250K or more; 28 lines in all, holding $12.3M of the plan's $12.5M. Recordkeeper: Empower.
| Fund | Dollars | % of funds% |
|---|---|---|
| IndexSelect Moderate 2055 Fund Manager not matched · Collective trust | $4.5M | 36.4% |
| IndexSelect Moderate 2045 Fund CL I Manager not matched · Mutual fund | $1.9M | 15.4% |
| Indexselect Moderate 2065 Fund CL I Manager not matched · Mutual fund | $1.2M | 9.8% |
| Fidelity 500 Index Fund Fidelity (FMR) · Mutual fund Index | $1.0M | 8.2% |
| BlackRock Equity Index 1 BlackRock · Mutual fund Index | $770K | 6.3% |
| Fidelity Long-Term Treasury Bond Index Fund Fidelity (FMR) · Mutual fund Index | $458K | 3.7% |
| State Street Aggregate Bond Index Fund Class K State Street (SSgA) · Mutual fund Index | $458K | 3.7% |
| EI Fixed Account - Series Class I Empower · Insurance contract Recordkeeper's own fund | $328K | 2.7% |
| Indexselect Aggressive 2055 Fund CL I Manager not matched · Mutual fund | $285K | 2.3% |
| Indexselect Moderate 2035 Fund CL I Manager not matched · Mutual fund | $225K | 1.8% |
| 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 |
18 more funds in this lineup: name, manager, vehicle, dollars and share are on Pro.
No lineup changes between the 2024 and 2025 filings.
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.
18 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 |
|---|---|
KESTRA FINANCIAL2 years Filed as: KESTRA ADVISORY SERVICES LLC Service code 27 5707 SWST PRKWY BLDG 2 · AUSTIN, TX 78735 Advisory (Plan) | $36,569 |
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 | $22,337 |
EMPOWER ADVISORY GROUP, LLC2 years Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 Investment Management | $4,136 |
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
5 filings · 2021 to 2025