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 7 years on record. Charts need 3 years.
Older filings: assets, participants, contributions and return for each year are on Pro.
6 more years of history are on Pro. Pro is free for 7 days and then costs $49 a month.
$53K in admin expenses, $448 per participant (all participants, line 6f).
This section lists the funds on the plan's investment schedule and what changed since the prior filing.
6 funds of $250K or more; 16 lines in all, holding $6.2M of the plan's $6.2M. Recordkeeper: Empower.
Target-date series: Nuveen Lifecycle Index, collective trust, 70% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| Nuveen Lifecycle Index TIAA (Nuveen) · Collective trust Target-date, 9 vintages | $4.3M | 69.9% |
| Fidelity 500 Index Fund Fidelity (FMR) · Mutual fund Index | $999K | 16.1% |
| Fidelity Advisor Equity Growth Fund Class Z Fidelity (FMR) · Mutual fund | $140K | 2.3% |
| Fidelity Advisor Strategic Income Fund Class I Fidelity (FMR) · Mutual fund | $99K | 1.6% |
| THE Hartford International Opportunities Fund Class R6 Hartford Funds · Mutual fund | $97K | 1.6% |
| Fidelity International Index Fund Fidelity (FMR) · Mutual fund Index | $97K | 1.6% |
| Pgim US Real Estate Fund Class R6 Prudential (PGIM) · Mutual fund | $80K | 1.3% |
| Fidelity Small Cap Index Fund Fidelity (FMR) · Mutual fund Index | $67K | 1.1% |
| Fidelity Mid Cap Index Fund Fidelity (FMR) · Mutual fund Index | $65K | 1.1% |
| Fidelity U.S. Bond Index Fund Fidelity (FMR) · Mutual fund Index | $48K | 0.8% |
| 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 |
6 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.
6 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 5 by compensation.
| Provider | Compensation |
|---|---|
EMPOWER ADVISORY GROUP, LLC4 years Filed as: EMPOWER ANNUITY INS CO OF AMERICA Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 Recordkeeping Fees | $29,011 |
MARSH & MCLENNAN AGENCY LLC2 years Filed as: MMA SECURITIES LLC Service code 27 PO BOX 9497 · NEW YORK, NY 10087 Advisory (Plan) | $22,245 |
PREMIER PLAN CONSULTANTS4 years Filed as: PREMIER PLAN CONSULTANTS INC Service code 13 Contract Administrator | $5,609 |
EMPOWER ADVISORY GROUP, LLC4 years Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 Investment Management | $3,370 |
PREMIER PLAN CONSULTANTS4 years Service code 13 6215 FERRIS SQUARE · SAN DIEGO, CA 92121 Contract Administrator | $2,400 |
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.
2 contacts
7 filings · 2019 to 2025