Filings through .
2 of 17 flags tripped on the 2025 filing.
Corrective distributions
Plan reported corrective distributions (failed ADP/ACP testing).
Low returns
Annual investment return is in the bottom quintile of the peer cohort.
How this plan compares with plans of the same size, type and industry, and how it moved year over year.
Each metric ranked against plans of the same size, type and industry.
Peer percentiles for 6 metrics are on Pro. Pro shows the percentile for each metric against plans of the same size and industry. Free for 7 days, then $49 a month.
Showing the 2025 filing, 1 of 6 years on record. Charts need 3 years.
5 more years of history are on Pro. Pro shows up to ten years of filings for this plan, year over year. Free for 7 days, then $49 a month.
$46K in admin expenses, $228 per participant (all participants, line 6f).
The funds on the plan's investment schedule and what changed since the prior filing.
9 funds of $250K or more; 22 lines in all, holding $8.0M of the plan's $9.3M. Recordkeeper: Empower.
| Fund | Dollars | % of funds% |
|---|---|---|
| Great Gray Trust American Funds 2030 I Capital Group · Collective trust | $1.7M | 20.9% |
| Great Gray Trust American Funds 2035 I Capital Group · Collective trust | $1.5M | 18.4% |
| Great Gray Trust American Funds 2050 I Capital Group · Collective trust | $1.1M | 14.2% |
| Great Gray Trust American Funds 2040 I Capital Group · Collective trust | $934K | 11.6% |
| Great Gray Trust American Funds 2025 I Capital Group · Collective trust | $665K | 8.3% |
| Empower S&P 500 Index Separate Acct (IS) Empower · Mutual fund IndexRecordkeeper's own fund | $490K | 6.1% |
| Great Gray Trust American Funds 2045 I Capital Group · Collective trust | $364K | 4.5% |
| Great Gray Trust American Funds 2015 I Capital Group · Collective trust | $255K | 3.2% |
| Great Gray Trust American Funds 2020 I Capital Group · Collective trust | $255K | 3.2% |
| Fidelity Small Cap Value Fund Fidelity Advisor Small Cap Value Fund: Class Z Fidelity (FMR) · Mutual fund | $153K | 1.9% |
Likely replaced 1 fund.
| Fund | Year-end value |
|---|---|
| ReplacedHighColumbia Large Cap Index Fund Institutional 3 Class to Empower S&P 500 Index Separate Acct (IS) | $792K to $490K |
Stable value and insurance contract lines, renames and class changes are not counted. Left out here: 1 stable value or insurance line.
Changes of at least $250K and 0.1% of the plan between the 2024 and 2025 filings. Values are year-end holdings, not money moved.
12 more lines in this lineup are on Pro. Pro shows every fund in this plan's lineup and every change since the prior filing. Free for 7 days, then $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.
Who is paid to serve the plan, who audits it, and who signs the filing.
Top 5 by compensation.
| Provider | Compensation |
|---|---|
WELLTH ADVISORY SERVICES LLC2 years Filed as: WELLTH ADVISORY SVC LLC Service code 27 722 ESSINGTON RD STE A · JOLIET, IL 60435 Advisory (Plan) | $22,668 |
EMPOWER ADVISORY GROUP, LLC2 years Filed as: EMPOWER ANNUITY INS CO Service code 64 8515 E ORCHARD RD · GREENWOOD VILLAGE, CO 80111 Recordkeeping Fees | $15,425 |
Filed as: STRATEGIC RETIREMENT ADMIN, LLC Service code 13 Contract Administrator | $9,132 |
DAUBY O'CONNOR & ZALESKI, LLC6+ years Service code 10 501 CONGRESSIONAL BLVD. · CARMEL, IN 46032 Accounting | $8,000 |
Filed as: STRATEGIC RETIREMENT ADMINSTRATION Service code 13 · EIN 27-4018270 5603B W FRIENDLY AVE · GREENSBORO, NC 27410 Contract Administrator | $2,065 |
The auditor signed off without reservation. This is the cleanest opinion.
Plan features from the filing, actuarial disclosures and related pages.
6 feature codes on the 2025 filing.
2 contacts
6 filings · 2020 to 2025