Filings through .
2 of 18 flags tripped on the 2025 filing.
Failed to transmit contributions
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 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.
$52K in admin expenses, $249 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 hold $10.3M of the plan's $10.5M. Recordkeeper: Empower.
Target-date series: Vanguard Target Retirement, mutual fund, 87% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| Vanguard Target Retirement Vanguard · Mutual fund Target-date, 12 vintages | $8.9M | 86.6% |
| Fiduciary Investment Trust Balanced C Manager not matched · Other | $519K | 5.0% |
| Fidelity 500 Index Fund Fidelity (FMR) · Mutual fund Index | $427K | 4.1% |
| iShares MSCI EAFE International Index Fund Class K BlackRock · ETF Index | $263K | 2.5% |
| Vanguard Mid-Cap Value Index Fund Admiral Shares Vanguard · Mutual fund Index | $53K | 0.5% |
| Goldman Sachs GQG Partners International Opportunities Fund Class R6 Shares Goldman Sachs · Mutual fund | $28K | 0.3% |
| Vanguard Equity Income Fund Admiral Shares Vanguard · Mutual fund | $28K | 0.3% |
| Fiduciary Investment Trust Growth C Manager not matched · Other | $26K | 0.3% |
| Fiduciary Investment Trust Aggressive C Manager not matched · Other | $19K | 0.2% |
| JPMorgan Large Cap Growth Fund Class R6 JPMorgan · Mutual fund | $9K | <0.1% |
| Fund | Manager | Vehicle | Dollars | % of funds |
|---|---|---|---|---|
| Name available on Pro | Dollar amount available on Pro | Percentage available on Pro |
1 more fund 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.
1 more line in this lineup is 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, LLC4 years Filed as: EMPOWER ANNUITY INSURANCE COMPANY O Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 Recordkeeping Fees | $32,822 |
Filed as: PRIME CAPITAL INVESTMENT ADVISORS L Service code 27 6201 COLLEGE BLVD 7TH FL · OVERLAND PARK, KS 66211 Advisory (Plan) | $19,313 |
BENEFIT PLANS PLUS, LLC4 years Service code 13 11701 BORMAN DR STE 300 · ST. LOUIS, MO 63146 Contract Administrator | $9,262 |
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 2025 filing.
3 contacts
11 filings · 2015 to 2025