Filings through .
2 of 18 flags tripped on the 2025 filing.
Low participation
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 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.
$103K in admin expenses, $162 per participant (all participants, line 6f).
This section lists the funds on the plan's investment schedule and what changed since the prior filing.
14 funds of $250K or more; 38 lines in all, holding $14.6M of the plan's $14.9M. Recordkeeper: Empower.
Target-date series: BlackRock LifePath, mutual fund, 46% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| BlackRock LifePath BlackRock · Mutual fund Target-date, 7 vintages | $6.8M | 46.2% |
| BlackRock LifePath Index BlackRock · Mutual fund Target-date, 2 vintages | $2.6M | 17.8% |
| Total Global Stock Account Class R1 TIAA (Nuveen) · Mutual fund | $1.6M | 11.2% |
| Tiaa Traditional Guaranteed Annuity - Non Benefit Responsive TIAA (Nuveen) · Insurance contract | $970K | 6.6% |
| S&P 500 Index Account Class R1 TIAA (Nuveen) · Mutual fund Index | $455K | 3.1% |
| Growth Account Class R1 TIAA (Nuveen) · Mutual fund | $356K | 2.4% |
| Blackrock 80/20 Target Allocation Fund Class K BlackRock · Mutual fund | $340K | 2.3% |
| iShares S&P 500 Index Fund Class K Shares BlackRock · ETF Index | $256K | 1.7% |
| Empower Guaranteed Interest Account Empower · Insurance contract Recordkeeper's own fund | $211K | 1.4% |
| Global Equities Account Class R1 TIAA (Nuveen) · Mutual fund | $148K | 1.0% |
| 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 |
28 more funds in this lineup: name, manager, vehicle, dollars and share are on Pro.
No lineup changes between the 2024 and 2025 filings.
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.
28 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 O Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 Recordkeeping Fees | $35,970 |
UBS FINANCIAL SERVICES INC6 years Filed as: UBS FINANCIAL SERVICES, INC. Service code 27 · EIN 13-2638166 Advisory (Plan) | $24,577 |
Service code 13 · EIN 27-0293282 Contract Administrator | $19,165 |
EMPOWER ADVISORY GROUP, LLC3 years Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 Investment Management | $809 |
The auditor signed off without reservation. This is the cleanest opinion.
Plan features from the filing, actuarial disclosures and related pages.
7 feature codes on the 2025 filing.
Filed December 31, 2008.
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
11 filings · 2015 to 2025