Filings through .
2 of 18 flags tripped on the 2025 filing.
Failed to transmit contributions
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Few collective trusts
0% of fund dollars in collective trusts, which often cost less than the same strategy as a mutual fund.
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.
$145K in admin expenses, $188 per participant (all participants, line 6f).
This section lists the funds on the plan's investment schedule and what changed since the prior filing.
22 funds of $250K or more, counting each target-date vintage; shown as 19 lines, holding $34.1M of the plan's $35.6M. Recordkeeper: Empower.
Target-date series: Nuveen Lifecycle Index, mutual fund, 22% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| Fidelity Large Cap Growth Index Fund Fidelity (FMR) · Mutual fund Index | $8.3M | 24.4% |
| Nuveen Lifecycle Index TIAA (Nuveen) · Mutual fund Target-date, 10 vintages | $7.4M | 21.6% |
| Putnam Stable Value Fund Franklin Templeton · Insurance contract | $3.4M | 10.1% |
| Invesco Comstock Fund Class R6 Invesco · Mutual fund | $3.0M | 8.7% |
| Janus Henderson Overseas Fund Class N Janus Henderson · Mutual fund | $2.7M | 7.9% |
| U.S. Government Securities Fund Class R-6 Capital Group · Mutual fund | $2.3M | 6.6% |
| Fidelity Small Cap Stock Fund Thrivent · Mutual fund | $1.4M | 4.0% |
| Eaton Vance Emerging Markets Debt Opportunities Fund Class R6 Morgan Stanley · Mutual fund | $1.1M | 3.3% |
| Large Cap International Portfolio - Institutional Class Dimensional · Mutual fund | $1.0M | 2.9% |
| Fidelity Mid-Cap Stock Fund Class K Fidelity (FMR) · Mutual fund | $792K | 2.3% |
| 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 |
9 more funds in this lineup: name, manager, vehicle, dollars and share are on Pro.
Likely replaced 1 fund. Changed share class on 2 funds.
| Fund | Year-end value |
|---|---|
| Share class changeInvesco Comstock Fund Class R5 to Invesco Comstock Fund Class R6 | $3.0M to $3.0M |
| Share class changeAmerican Funds US Government Sec R6 to U.S. Government Securities Fund Class R-6 | $2.1M to $2.3M |
| ReplacedHighThrivent Small Cap Stock Fund Class S to Fidelity Small Cap Stock Fund | $1.5M to $1.4M |
Stable value and insurance contract lines, renames and class changes are not counted. Left out here: 2 renames.
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.
9 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 |
|---|---|
Filed as: RAYMOND JAMES Service code 27 880 CARILLON PKWY · ST. PETERSBURG, FL 33716 Advisory (Plan) | $63,321 |
EMPOWER ADVISORY GROUP, LLC3 years Filed as: EMPOWER ANNUITY INSURANCE COMPANY Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 Recordkeeping Fees | $58,049 |
BLUE RIDGE ESOP ASSOCIATES3 years Service code 13 154 HANSEN RD STE 102 · CHARLOTTESVILLE, VA 22911 Contract Administrator | $19,872 |
EMPOWER ADVISORY GROUP, LLC3 years Service code 28 8515 EAST ORCHAARD ROAD · GREENWOOD VILLIAGE, CO 80111 Investment Management | $8,724 |
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.
4 contacts
11 filings · 2015 to 2025