Filings through .
2 of 18 flags tripped on the 2025 filing.
Few collective trusts
0% of fund dollars in collective trusts, which often cost less than the same strategy as a mutual fund.
High retiree %
Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen 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.
$58K in admin expenses, $143 per participant (all participants, line 6f).
This section lists the funds on the plan's investment schedule and what changed since the prior filing.
31 funds of $250K or more, counting each target-date vintage; shown as 27 lines, holding $54.6M of the plan's $59.4M. Recordkeeper: Empower.
Target-date series: American Funds Target Date, mutual fund, 58% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| American Funds Target Date Capital Group · Mutual fund Target-date, 12 vintages | $31.8M | 58.2% |
| U.S. Core Equity 1 Portfolio - Institutional Class Dimensional · Mutual fund | $4.6M | 8.4% |
| Fidelity 500 Index Fund Fidelity (FMR) · Mutual fund Index | $2.0M | 3.7% |
| International Core Equity 2 Portfolio Institutional Class Dimensional · Mutual fund | $2.0M | 3.7% |
| Bond Fund OF America Class R-6 Capital Group · Mutual fund | $1.9M | 3.4% |
| JPMorgan Growth Advantage Fund Class R6 JPMorgan · Mutual fund | $1.6M | 3.0% |
| U.S. Targeted Value Portfolio - Institutional Class Dimensional · Mutual fund | $1.3M | 2.4% |
| U.S. Large Cap Value Portfolio - Institutional Class Dimensional · Mutual fund | $1.3M | 2.3% |
| Contract: Empower EI Fixed Account - Seri Empower · Insurance contract Recordkeeper's own fund | $1.0M | 1.9% |
| DFA Real Estate Securities Portfolio - Institutional Class Dimensional · Mutual fund | $922K | 1.7% |
| 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 |
17 more funds in this lineup: name, manager, vehicle, dollars and share are on Pro.
17 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 |
|---|---|
Filed as: EMPOWER ANNUITY INSURANCE COMPANY Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 Recordkeeping Fees | $31,612 |
ACTUARIAL CONSULTING GROUP10+ years Service code 13 · EIN 54-1437648 Contract Administrator | $20,867 |
EMPOWER ADVISORY GROUP, LLC2 years Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 Investment Management | $6,220 |
The auditor signed off without reservation. This is the cleanest opinion.
Plan features from the filing, actuarial disclosures and related pages.
8 feature codes on the 2025 filing.
Filed October 19, 2004.
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.
3 contacts
10 filings · 2016 to 2025