Filings through .
2 of 17 flags tripped on the 2025 filing.
Low returns
Annual investment return is in the bottom quintile of the peer cohort.
High assets / participant
Assets per participant exceed $250,000 - top-decile high-value plan.
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.
$2K in admin expenses, $9 per participant (all participants, line 6f).
This section lists the funds on the plan's investment schedule and what changed since the prior filing.
23 funds of $250K or more, counting each target-date vintage; shown as 16 lines, holding $64.3M of the plan's $64.9M. Recordkeeper: Empower.
Target-date series: American Funds Target Date, mutual fund, 21% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| American Funds Target Date Capital Group · Mutual fund Target-date, 13 vintages | $13.7M | 21.4% |
| Vanguard 500 Index Fund Vanguard · Mutual fund Index | $10.9M | 16.9% |
| SF Guaranteed Manager not matched · Insurance contract | $8.0M | 12.4% |
| NEW Perspective Fund Class R-6 Capital Group · Mutual fund | $6.3M | 9.7% |
| Vanguard Mid-Cap Index Fund Vanguard · Mutual fund Index | $6.0M | 9.4% |
| T. Rowe Price Large-Cap Growth Fund T. Rowe Price · Mutual fund | $3.6M | 5.6% |
| MFS International Diversification Fund MFS (Sun Life) · Mutual fund | $2.9M | 4.5% |
| Baird Core Plus Bond Fund Baird · Mutual fund | $2.9M | 4.4% |
| Wilmington Trst Franklin Sm Cap Val CIT Franklin Templeton · Collective trust | $2.8M | 4.3% |
| Fidelity Growth Strategies K6 Fund Fidelity (FMR) · Mutual fund | $1.7M | 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 |
6 more funds in this lineup: name, manager, vehicle, dollars and share are on Pro.
Added 1 fund, dropped 2 funds, likely replaced 2 funds. Changed vehicle on 1 fund.
| Fund | Year-end value |
|---|---|
| ReplacedHighJPMorgan Large Cap Growth Fund Class R6 to Fidelity Growth Strategies K6 Fund | $2.7M to $1.7M |
| ReplacedHighJanus Henderson Triton Fund to Invesco Discovery Fund Class R6 | $1.4M to $1.7M |
| AddedFRS Putman Large Cap Value Fund Class | $1.5M |
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.
6 more lines and 3 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 3 by compensation.
| Provider | Compensation |
|---|---|
JPMORGAN INVEST HOLDINGS LLC11+ years Filed as: CHASE BENEFIT ADVISORS Service code 13 · EIN 54-1370499 Contract Administrator | $48,727 |
LPL FINANCIAL6 years Filed as: LPL FINANCIAL - RP Service code 27 · EIN 04-3046611 Advisory (Plan) | $6,600 |
EMPOWER ADVISORY GROUP, LLC3 years Filed as: EMPOWER ANNUITY INSURANCE COMPANY Service code 64 · EIN 84-0467907 Recordkeeping Fees | $1,796 |
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.
3 contacts
11 filings · 2015 to 2025