Filings through .
1 of 17 flags tripped on the 2025 filing.
Low employer contribution
Employer contribution per participant is in the bottom quintile of the peer cohort.
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.
$205K in admin expenses, $126 per participant (all participants, line 6f).
This section lists the funds on the plan's investment schedule and what changed since the prior filing.
30 funds of $250K or more, counting each target-date vintage; shown as 20 lines, holding $179M of the plan's $181M. Recordkeeper: Empower.
Target-date series: Vanguard Target Retirement, mutual fund, 54% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| Vanguard Target Retirement Vanguard · Mutual fund Target-date, 11 vintages | $97.0M | 54.1% |
| Collective Trust Funds AB US Large Cap Growth CIT Manager not matched · Collective trust | $14.8M | 8.3% |
| Vanguard Total Stock Market Index Fund Investor Shares Vanguard · Mutual fund Index | $12.4M | 6.9% |
| Vanguard Institutional Index Fund Institutional Shares Vanguard · Mutual fund Index | $11.8M | 6.6% |
| Vanguard Total International Stock Index Fund Investor Shares Vanguard · Mutual fund Index | $10.2M | 5.7% |
| Group Annuity Contract Empower Select Guaranteed Fund Empower · Insurance contract Recordkeeper's own fund | $5.3M | 2.9% |
| Vanguard Total Bond Market Index Fund Investor Shares Vanguard · Mutual fund Index | $4.8M | 2.7% |
| Vanguard Windsor II Fund Investor Shares Vanguard · Mutual fund | $4.7M | 2.6% |
| Vanguard Small-Cap Index Fund Investor Shares Vanguard · Mutual fund Index | $3.9M | 2.2% |
| Vanguard Mid-Cap Index Fund Admiral Shares Vanguard · Mutual fund Index | $2.5M | 1.4% |
| 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 |
10 more funds in this lineup: name, manager, vehicle, dollars and share are on Pro.
Added 1 fund.
| Fund | Year-end value |
|---|---|
| AddedNomura Small Cap Fund | $462K |
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.
10 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 3 by compensation.
| Provider | Compensation |
|---|---|
EMPOWER ADVISORY GROUP, LLC4 years Filed as: EMPOWER ANNUITY INSURANCE COMPANY Service code 15 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 Recordkeeping | $165,201 |
EMPOWER ADVISORY GROUP, LLC4 years Service code 26 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 Advisory (Participants) | $37,971 |
EMPOWER ADVISORY GROUP, LLC4 years Filed as: EMPOWER FINANCIAL SERVICES, INC. Service code 26 8515 E ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 Advisory (Participants) | $25 |
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 May 15, 2013.
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