Filings through .
3 of 17 flags tripped on the 2025 filing.
Corrective distributions
Plan reported corrective distributions (failed ADP/ACP testing).
Low employer contribution
Employer contribution per participant is in the bottom quintile of the peer cohort.
Low returns
Annual investment return is in the bottom quintile of the peer cohort.
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.
$182K in admin expenses, $191 per participant (all participants, line 6f).
This section lists the funds on the plan's investment schedule and what changed since the prior filing.
15 funds of $250K or more; 16 lines in all, holding $44.6M of the plan's $45.8M. Recordkeeper: Empower.
| Fund | Dollars | % of funds% |
|---|---|---|
| American Balanced Fund Class R-6 Capital Group · Mutual fund | $8.2M | 18.3% |
| Growth Fund R6 Class American Century · Mutual fund | $6.1M | 13.8% |
| New York Life Ins Co Anchor Account IV New York Life · Insurance contract | $5.4M | 12.0% |
| Vanguard Windsor II Fund Admiral Shares Vanguard · Mutual fund | $5.2M | 11.6% |
| Dodge & Cox Income Fund Class X Dodge & Cox · Mutual fund | $3.8M | 8.5% |
| Vanguard 500 Index Fund Admiral Shares Vanguard · Mutual fund Index | $3.4M | 7.6% |
| MFS International Equity CIT Class CT MFS (Sun Life) · Collective trust | $3.3M | 7.3% |
| Vanguard Total Bond Market Index Fund Admiral Shares Vanguard · Mutual fund Index | $2.1M | 4.8% |
| Loomis Sayles Small Cap Growth Fund Class N Natixis IM · Mutual fund | $2.0M | 4.4% |
| Nomura Small Cap Value Fund Class R6 Macquarie / Nomura · Mutual fund | $1.5M | 3.5% |
| 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 |
6 more funds in this lineup: name, manager, vehicle, dollars and share are on Pro.
Added 1 fund, likely replaced 2 funds.
| Fund | Year-end value |
|---|---|
| ReplacedHighCapital Group EuroPacific Fund to MFS International Equity CIT Class CT | $3.4M to $3.3M |
| ReplacedHighMassMutual Mid Cap Growth Fund to MFS Mid Cap Growth Fund CT | $1.0M to $603K |
| AddedVanguard Extended Market Index Fund Admiral Shares | $634K |
Stable value and insurance contract lines, renames and class changes are not counted. Left out here: 9 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.
6 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 2 by compensation.
| Provider | Compensation |
|---|---|
EMPOWER ADVISORY GROUP, LLC4 years Filed as: EMPOWER ANNUITY INSURANCE COMPANY O Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 Recordkeeping Fees | $105,717 |
CAPFINANCIAL PARTNERS LLC11+ years Filed as: CAPFINANCIAL PARTNERS, LLC Service code 27 4208 SIX FORKS RD STE 1700 · RALEIGH, NC 27609 Advisory (Plan) | $76,238 |
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 2025 filing.
Filed December 14, 2015.
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.
2 contacts
11 filings · 2015 to 2025