Filings through .
2 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).
High fees
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
How this plan compares with plans of the same size, type and industry, and how it moved year over year.
Each metric ranked against plans of the same size, type and industry.
Peer percentiles for 6 metrics are on Pro. Free for 7 days, then $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. Free for 7 days, then $49 a month.
$79K in admin expenses, $374 per participant (all participants, line 6f).
The funds on the plan's investment schedule and what changed since the prior filing.
14 funds of $250K or more; 18 lines in all, holding $9.7M of the plan's $10.0M. Recordkeeper: Empower.
Target-date series: American Funds Target Date, collective trust, 39% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| American Funds Target Date Capital Group · Collective trust Target-date, 11 vintages | $3.8M | 39.4% |
| Fidelity 500 Index Fund Fidelity (FMR) · Mutual fund Index | $1.5M | 15.7% |
| Fidelity U.S. Bond Index Fund Fidelity (FMR) · Mutual fund Index | $739K | 7.6% |
| Fidelity Total Market Index Fund Fidelity (FMR) · Mutual fund Index | $580K | 6.0% |
| MFS International Equity Fund MFS (Sun Life) · Mutual fund | $497K | 5.1% |
| Large Cap Growth Manager not matched · Collective trust | $379K | 3.9% |
| Invesco Discovery Mid Cap Growth Fund Invesco · Mutual fund | $328K | 3.4% |
| Fidelity Emerging Markets Fund Fidelity (FMR) · Mutual fund | $277K | 2.9% |
| The Hartford Dividend And Growth Fund Hartford Funds · Mutual fund | $262K | 2.7% |
| Small CAP VAL Manager not matched · Collective trust | $261K | 2.7% |
| 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 |
8 more funds in this lineup: name, manager, vehicle, dollars and share are on Pro.
Added 2 funds, dropped 1 fund. Moved 1 fund from mutual fund to collective trust.
| Fund | Year-end value |
|---|---|
| Mutual fund to collective trustAmerican Funds 2030 Target Date Retirement Fund to American Funds Target Date 2035 Trust | $4.7M to $3.8M |
| AddedLarge Cap Growth | $379K |
| DroppedPgim High Yield Fund | $323K |
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, not money moved.
8 more lines and 1 more change in this lineup are on Pro. Free for 7 days, then $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.
Who is paid to serve the plan, who audits it, and who signs the filing.
Top 4 by compensation.
| Provider | Compensation |
|---|---|
Service code 27 2050 MAIN ST STE 510 · IRVINE, CA 92614 Advisory (Plan) | $42,297 |
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 | $29,769 |
AMERICAN FUNDS3 years Filed as: THE CAPITAL GROUP INVESTMENT ADVISO Service code 27 6720-B ROCKLEDGE DR UNIT 400 · BETHESDA, MD 20817 Advisory (Plan) | $3,885 |
EMPOWER ADVISORY GROUP, LLC3 years Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 Investment Management | $3,025 |
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.
Filed March 8, 2006.
This is a legacy paper filing. Plan administrator and contact details are recorded in the original filing, which has not been digitised into structured fields.
2 contacts
11 filings · 2015 to 2025