Filings through .
3 of 19 flags tripped on the 2025 filing.
Low returns
Annual investment return is in the bottom quintile of the peer cohort.
Possible retail share class: $5.6M
Mutual funds in a class the filing names that is often retail or revenue sharing. Confirm before you raise it.
Few collective trusts
<1% 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 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.
$27K in admin expenses, $183 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; 32 lines in all, holding $12.0M of the plan's $11.8M. Recordkeeper: Empower.
Target-date series: American Funds Target Date, mutual fund, 37% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| American Funds Target Date Capital Group · Mutual fund Target-date, 8 vintages | $4.4M | 36.8% |
| Tiaa Traditional Non Benefit Responsive TIAA (Nuveen) · Insurance contract | $1.5M | 12.8% |
| S&P 500 Index Account Class R1 TIAA (Nuveen) · Mutual fund Index | $1.3M | 11.2% |
| Growth Account Class R1 TIAA (Nuveen) · Mutual fund | $1.1M | 8.9% |
| Total Global Stock Account Class R1 TIAA (Nuveen) · Mutual fund | $989K | 8.2% |
| Global Equities Account Class R1 TIAA (Nuveen) · Mutual fund | $409K | 3.4% |
| MM S&P 500 Index Fund Class A MassMutual · Money market Index | $365K | 3.0% |
| Investments At Contract Value Manager not matched · Insurance contract | $339K | 2.8% |
| Tiaa Traditional Benefit Responsive TIAA (Nuveen) · Insurance contract | $317K | 2.6% |
| Money Market Account Class R1 TIAA (Nuveen) · Money market | $247K | 2.1% |
| 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 |
22 more funds in this lineup: name, manager, vehicle, dollars and share are on Pro.
22 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 |
|---|---|
EMPOWER ADVISORY GROUP, LLC4 years Filed as: EMPOWER ANNUITY INSURANCE COMPANY Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 Recordkeeping Fees | $24,664 |
LPL FINANCIAL1 year Service code 27 PO BOX 502533 · SAN DIEGO, CA 92150 Advisory (Plan) | $12,503 |
ADMIN PARTNERS, LLC3 years Filed as: ADMIN PARTNERS LLC Service code 13 200 LAKE DRIVE EAST SUITE 102 · CHERRY HILL, NJ 08002 Contract Administrator | $4,389 |
EMPOWER ADVISORY GROUP, LLC3 years Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 Investment Management | $486 |
The auditor signed off without reservation. This is the cleanest opinion.
Plan features from the filing, actuarial disclosures and related pages.
1 feature code on the 2025 filing.
2 contacts
10 filings · 2016 to 2025