Filings through .
1 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.
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 10 years on record. Charts need 3 years.
9 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.
$13K in admin expenses, $85 per participant (all participants, line 6f).
The funds on the plan's investment schedule and what changed since the prior filing.
8 funds of $250K or more; 41 lines in all, holding $5.6M of the plan's $5.7M. Recordkeeper: Empower.
| Fund | Dollars | % of funds% |
|---|---|---|
| Great Gray Trust American Funds 2040 I Capital Group · Separate account | $952K | 17.0% |
| Fidelity 500 Index Fund Fidelity (FMR) · Separate account Index | $537K | 9.6% |
| Great Gray Trust American Funds 2030 I Capital Group · Separate account | $429K | 7.7% |
| Great Gray Trust American Funds 2050 I Capital Group · Separate account | $416K | 7.4% |
| Great Gray Trust American Funds 2020 I Capital Group · Separate account | $367K | 6.5% |
| Mass Mutual Mid Cap Growth I MassMutual · Separate account | $334K | 5.9% |
| Franklin Income R6 Franklin Templeton · Separate account | $308K | 5.5% |
| Geneal Account Manager not matched · Insurance contract | $272K | 4.8% |
| Mass Mutual Blue Chip Growth I MassMutual · Separate account | $228K | 4.1% |
| MFS Mid Cap Value Fund R6 MFS (Sun Life) · Separate account | $173K | 3.1% |
Dropped 1 fund.
| Fund | Year-end value |
|---|---|
| DroppedJP Morgan Small Cal Growth R6 | $286K |
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, not money moved.
31 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 3 by compensation.
| Provider | Compensation |
|---|---|
EMPOWER ADVISORY GROUP, LLC2 years Filed as: EMPOWER ANNUITY INSURANCE COMPANY Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 Recordkeeping Fees | $14,205 |
COMPENSATION SYSTEMS, INC.2 years Service code 13 300 N. GREENE ST., SUITE 295 · GREENSBORO, NC 27401 Contract Administrator | $2,446 |
EMPOWER ADVISORY GROUP, LLC2 years Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 Investment Management | $43 |
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
Plan features from the filing, actuarial disclosures and related pages.
7 feature codes on the 2025 filing.
2 contacts
11 filings · 2015 to 2025