Filings through .
1 of 17 flags tripped on the 2025 filing.
Failed to transmit contributions
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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.
$116K in admin expenses, $60 per participant (all participants, line 6f).
This section lists the funds on the plan's investment schedule and what changed since the prior filing.
18 funds of $250K or more; 19 lines in all, holding $111M of the plan's $111M. Recordkeeper: Empower.
| Fund | Dollars | % of funds% |
|---|---|---|
| PIMCO StocksPLUS International Fund (U.S. Dollar-Hedged) Institutional PIMCO (Allianz) · Mutual fund | $20.5M | 18.4% |
| MassMutual Pooled Stable Trust R MassMutual · Collective trust | $15.0M | 13.5% |
| THE Hartford Dividend AND Growth Fund Class R6 Hartford Funds · Mutual fund | $13.2M | 11.9% |
| Large Cap Growth / JP Morgan Invst Mgmt JPMorgan · Collective trust | $12.9M | 11.6% |
| NEW World Fund INC Class R-6 Capital Group · Mutual fund | $7.2M | 6.5% |
| Janus Henderson Enterprise Fund Class I Janus Henderson · Mutual fund | $7.1M | 6.4% |
| Fidelity Value Fund Fidelity (FMR) · Mutual fund | $5.6M | 5.1% |
| U.S. Small Cap Growth Portfolio Institutional Class Dimensional · Mutual fund | $5.3M | 4.8% |
| Fidelity 500 Index Fund Fidelity (FMR) · Mutual fund Index | $5.2M | 4.7% |
| Pgim Total Return Bond Fund (IS) Prudential (PGIM) · Collective trust | $5.0M | 4.5% |
| 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 |
9 more funds in this lineup: name, manager, vehicle, dollars and share are on Pro.
Added 7 funds, dropped 1 fund.
| Fund | Year-end value |
|---|---|
| AddedPIMCO StocksPLUS International Fund (U.S. Dollar-Hedged) Institutional | $20.5M |
| AddedMassMutual Pooled Stable Trust R | $15.0M |
| AddedLarge Cap Growth / JP Morgan Invst Mgmt | $12.9M |
Stable value and insurance contract lines, renames and class changes are not counted. Left out here: 1 stable value or insurance line, 3 renames.
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.
9 more lines and 5 more changes 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 2 by compensation.
| Provider | Compensation |
|---|---|
Filed as: COMMONWEALTH EQUITY SERVICES LLC DB Service code 27 275 WYMAN ST STE 400 · WALTHAM, MA 02451 Advisory (Plan) | $90,000 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY O Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 Recordkeeping Fees | $25,910 |
The auditor signed off without reservation. This is the cleanest opinion.
Plan features from the filing, actuarial disclosures and related pages.
9 feature codes on the 2025 filing.
Filed January 1, 2012.
This is a legacy paper filing. The plan administrator and contact details are only in the original filing. We have not converted them into data fields.
3 contacts
11 filings · 2015 to 2025