Filings through .
3 of 18 flags tripped on the 2025 filing.
Corrective distributions
Plan reported corrective distributions (failed ADP/ACP testing).
Few collective trusts
0% of fund dollars in collective trusts, which often cost less than the same strategy as a mutual fund.
High retiree %
Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
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.
$4K in admin expenses, $15 per participant (all participants, line 6f).
This section lists the funds on the plan's investment schedule and what changed since the prior filing.
11 funds hold $15.2M of the plan's $16.4M. Recordkeeper: Empower.
| Fund | Dollars | % of funds% |
|---|---|---|
| Empower Growth America (American) Empower · Other Recordkeeper's own fund | $5.5M | 36.4% |
| MassMutual Diversified Value Fund MassMutual · Mutual fund | $2.9M | 18.8% |
| Empower Retirement, LLC MassMutual · Mutual fund | $1.6M | 10.3% |
| Guaranteed Investment Account at Contract Value: Empower Retirement, LLC Empower · Insurance contract Recordkeeper's own fund | $1.1M | 7.1% |
| American Capital World Capital Group · Mutual fund | $929K | 6.1% |
| Mid Cap Gr (Pgim Jennsn) Prudential (PGIM) · Other | $803K | 5.3% |
| Mid Cap Value (JP Morgan) JPMorgan · Other | $710K | 4.7% |
| Victory Sycamore Sm Co Oppty Fund Victory Capital · Mutual fund | $555K | 3.7% |
| Moderate Profile (Empower) Empower · Other Recordkeeper's own fund | $486K | 3.2% |
| Cost Value Pooled Separate Accounts: Empow Manager not matched · Separate account | $392K | 2.6% |
| Fund | Manager | Vehicle | Dollars | % of funds |
|---|---|---|---|---|
| Name available on Pro | Dollar amount available on Pro | Percentage available on Pro |
1 more fund in this lineup: name, manager, vehicle, dollars and share are on Pro.
Dropped 1 fund.
| Fund | Year-end value |
|---|---|
| DroppedMassMutual Balanced Fund | $606K |
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. They do not show money moved.
1 more line in this lineup is 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 3 by compensation.
| Provider | Compensation |
|---|---|
COMPENSATION SYSTEMS, INC.11+ years Service code 13 · EIN 56-1129270 Contract Administrator | $7,825 |
EMPOWER ADVISORY GROUP, LLC3 years Filed as: EMPOWER ANNUITY INS CO. OF AMERICA Service code 64 8515 EAST ORCHARD RD. · GREENWOOD VILLAGE, CO 80111 Recordkeeping Fees | $3,182 |
EMPOWER ADVISORY GROUP, LLC3 years Filed as: EMPOWER ADVISORY GROUP Service code 28 8515 EAST ORCHARD RD. · GREENWOOD VILLAGE, CO 80111 Investment Management | $2,534 |
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.
3 contacts
11 filings · 2015 to 2025