Filings through .
2 of 18 flags tripped on the 2024 filing.
High fees
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 2024 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.
$122K in admin expenses, $289 per participant (all participants, line 6f).
This section lists the funds on the plan's investment schedule and what changed since the prior filing.
26 funds of $250K or more, counting each target-date vintage; shown as 23 lines, holding $53.8M of the plan's $54.3M. Recordkeeper: Empower.
Target-date series: Vanguard Target Retirement, mutual fund, 33% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| Vanguard Target Retirement Vanguard · Mutual fund Target-date, 12 vintages | $17.6M | 32.7% |
| Fidelity 500 Index Fund Fidelity (FMR) · Mutual fund Index | $8.5M | 15.8% |
| JPMorgan Large Cap Growth Fund Class R6 JPMorgan · Mutual fund | $6.2M | 11.5% |
| Vanguard Equity Income Fund Investor Shares Vanguard · Mutual fund | $3.0M | 5.6% |
| Nomura Mid Cap Growth Fund Class R6 Macquarie / Nomura · Mutual fund | $2.8M | 5.2% |
| Fidelity U.S. Bond Index Fund Fidelity (FMR) · Mutual fund Index | $2.5M | 4.6% |
| Fidelity International Index Fund Fidelity (FMR) · Mutual fund Index | $2.2M | 4.0% |
| MFS Mid Cap Value Fund R6 MFS (Sun Life) · Mutual fund | $1.8M | 3.4% |
| U.S. Targeted Value Portfolio Dimensional · Mutual fund | $1.5M | 2.8% |
| JPMorgan U.S. Equity Fund Class R6 JPMorgan · Mutual fund | $1.2M | 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 |
13 more funds in this lineup: name, manager, vehicle, dollars and share are on Pro.
13 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 |
|---|---|
Service code 27 PO BOX 735399 · DALLAS, TX 75373-5399 Advisory (Plan) | $45,823 |
EMPOWER ADVISORY GROUP, LLC3 years Filed as: EMPOWER ANNUITY INSURANCE COMPANY O Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 Recordkeeping Fees | $14,758 |
SEAY & WEISSINGER, LLC7 years Service code 10 2030 POWERS FERRY RD SE, STE 208 · ATLANTA, GA 30339 Accounting | $12,500 |
EMPOWER ADVISORY GROUP, LLC3 years Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 Investment Management | $3,209 |
The auditor signed off without reservation. This is the cleanest opinion.
Plan features from the filing, actuarial disclosures and related pages.
10 feature codes on the 2024 filing.
2 contacts
10 filings · 2015 to 2024