Filings through .
2 of 17 flags tripped on the 2025 filing.
Corrective distributions
Plan reported corrective distributions (failed ADP/ACP testing).
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 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.
$175K in admin expenses, $317 per participant (all participants, line 6f).
This section lists the funds on the plan's investment schedule and what changed since the prior filing.
16 funds of $250K or more, counting each target-date vintage; shown as 8 lines, holding $105M of the plan's $113M. Recordkeeper: Empower.
Target-date series: T. Rowe Price Retirement, collective trust, 64% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| T. Rowe Price Retirement T. Rowe Price · Collective trust Target-date, 12 vintages | $67.0M | 64.0% |
| Vanguard Institutional Index Fund Institutional Shares Vanguard · Mutual fund Index | $12.9M | 12.4% |
| Winslow Cap U.S. Large Cap Growth (IS Platform) TIAA (Nuveen) · Other | $7.2M | 6.9% |
| Vanguard Equity Income Fund Vanguard · Mutual fund | $6.4M | 6.1% |
| Vanguard Total International Stock Index Fund Institutional Shares Vanguard · Mutual fund Index | $4.1M | 4.0% |
| Vanguard Small-Cap Index Fund Institutional Shares Vanguard · Mutual fund Index | $3.6M | 3.4% |
| Vanguard Retirement Savings Trust IV Vanguard · Stable value Stable value | $3.3M | 3.1% |
| Schwab SDB Roth Charles Schwab · Mutual fund | $205K | 0.2% |
Dropped 3 funds.
| Fund | Year-end value |
|---|---|
| DroppedNyli Winslow Large Cap Growth Fund | $6.1M |
| DroppedTCW Metwest Total Return Bond Fund | $2.5M |
| DroppedEupac Fund | $2.1M |
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.
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 4 by compensation.
| Provider | Compensation |
|---|---|
Filed as: EMPOWER ANNUITY INSURANCE COMPANY Service code 15 · EIN 84-0467907 Recordkeeping | $103,880 |
AMERICAN FUNDS10+ years Filed as: ADVANCED CAPITAL GROUP Service code 27 ATTN CHARLES LANGOWSKI · MINNEAPOLIS, MN 55402 Advisory (Plan) | $44,000 |
EMPOWER ADVISORY GROUP, LLC4 years Service code 26 · EIN 84-1532243 Advisory (Participants) | $27,094 |
QDRO CONSULTANTS COMPANY, LLC11+ years Service code 16 · EIN 34-1820650 Consulting | $300 |
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 July 15, 2006 (most recent of 2 filings on file).
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.
2 contacts
11 filings · 2015 to 2025