Filings through .
3 of 18 flags tripped on the 2024 filing.
Failed to transmit contributions
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Low employer contribution
Employer contribution per participant is in the bottom quintile of the peer cohort.
Possible retail share class: $429K
Mutual funds in a class the filing names that is often retail or revenue sharing. Confirm before you raise it.
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 2024 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.
$151K in admin expenses, $192 per participant (all participants, line 6f).
This section lists the funds on the plan's investment schedule and what changed since the prior filing.
18 funds hold $30.3M of the plan's $31.1M. Recordkeeper: Empower.
| Fund | Dollars | % of funds% |
|---|---|---|
| Bond Fund OF America Class R-6 Capital Group · Mutual fund | $4.2M | 13.9% |
| Fidelity U.S. Bond Index Fund Fidelity (FMR) · Mutual fund Index | $3.7M | 12.1% |
| Fidelity Inflation-Protected Bond Index Fund Fidelity (FMR) · Mutual fund Index | $2.8M | 9.3% |
| Putnam Stable Value Fund SA Franklin Templeton · Stable value Stable value | $2.7M | 9.0% |
| Vanguard Growth Index Fund Admiral Shares Vanguard · Mutual fund Index | $2.2M | 7.2% |
| Great Gray Large Cap Value R1 Manager not matched · Collective trust | $2.0M | 6.7% |
| Fidelity 500 Index Fund Fidelity (FMR) · Mutual fund Index | $1.9M | 6.3% |
| Vanguard Developed Markets Index Fund Admiral Shares Vanguard · Mutual fund Index | $1.9M | 6.2% |
| MFS International Equity Fund Class R6 MFS (Sun Life) · Mutual fund | $1.8M | 6.0% |
| Vanguard High-Yield Corporate Fund Admiral Shares Vanguard · Mutual fund | $1.4M | 4.7% |
| 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.
8 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 4 by compensation.
| Provider | Compensation |
|---|---|
EMPOWER ADVISORY GROUP, LLC3 years Filed as: EMPOWER ANNUITY INSURANCE COMPANY Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 Recordkeeping Fees | $80,136 |
THE ASCENT GROUP, LLC4 years Filed as: THE ASCENT GROUP LLC Service code 27 192 BALLARD CT · VIRGINIA BEACH, VA 23462 Advisory (Plan) | $63,355 |
CHARLES W. SNADER, P.C.4 years Filed as: CHARLES W SNADER PC Service code 10 131 HANBURY RD W · CHESAPEAKE, VA 23322 Accounting | $7,650 |
BDO USA, LLP1 year Service code 13 5300 PATTERSON AVE SE · GRAND RAPIDS, MI 49512 Contract Administrator | $6,595 |
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 2024 filing.
3 contacts
10 filings · 2015 to 2024