Filings through .
No flags tripped on the 2025 filing.
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.
$37K in admin expenses, $232 per participant (all participants, line 6f).
This section lists the funds on the plan's investment schedule and what changed since the prior filing.
10 funds of $250K or more; 16 lines in all, holding $8.0M of the plan's $8.3M. Recordkeeper: Empower.
Target-date series: BlackRock LifePath Index, mutual fund, 22% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| 2025 Empower S&P 500 Index Separate _ Variable annuity contract Empower · Insurance contract IndexRecordkeeper's own fund | $3.1M | 38.9% |
| BlackRock LifePath Index BlackRock · Mutual fund Target-date, 8 vintages | $1.7M | 21.7% |
| investment contract Pgim Total Return Fund CIT FEE Prudential (PGIM) · Collective trust | $610K | 7.6% |
| Clp Fidelity Extended Market Index Fidelity (FMR) · Mutual fund Index | $440K | 5.5% |
| Acct (Is) JP Morgan Equity Incm Fund (Is JPMorgan · Insurance contract | $424K | 5.3% |
| Empower International Value Fund Institutional Class Empower · Mutual fund Recordkeeper's own fund | $313K | 3.9% |
| BlackRock High Yield Portfolio Class K Shares BlackRock · Mutual fund | $265K | 3.3% |
| Fidelity Global ex U.S. Index Fund Fidelity (FMR) · Mutual fund Index | $251K | 3.1% |
| Platform) LG Cap Grw II (Mgd BY Manager not matched · Insurance contract | $239K | 3.0% |
| Class R AB US Small & Mid Manager not matched · Collective trust | $162K | 2.0% |
| 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.
Dropped 2 funds.
| Fund | Year-end value |
|---|---|
| DroppedFidelity 500 Index Fund | $2.9M |
| DroppedJPMorgan Equity Income Fund Class R6 | $538K |
Stable value and insurance contract lines, renames and class changes are not counted. Left out here: 2 stable value or insurance lines, 1 rename.
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 |
|---|---|
ALLIANCE BERNSTEIN2 years Filed as: ALLIANCEBERNSTEIN LP Service code 27 501 COMMERCE ST · NASHVILLE, TN 37302 Advisory (Plan) | $21,836 |
EMPOWER ADVISORY GROUP, LLC2 years Filed as: EMPOWER ANNUITY INSURANCE COMPANY Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 Recordkeeping Fees | $17,645 |
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.
Filed January 31, 2006 (most recent of 3 filings on file).
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.
3 contacts
10 filings · 2016 to 2025