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.
$62K in admin expenses, $245 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; 26 lines in all, holding $20.2M of the plan's $22.8M. Recordkeeper: Empower.
| Fund | Dollars | % of funds% |
|---|---|---|
| BlackRock Equity Index 1 BlackRock · Collective trust Index | $3.7M | 18.2% |
| Mywayretirement Index 2035 Manager not matched · Mutual fund Index | $2.9M | 14.1% |
| Mywayretirement Index 2045 Manager not matched · Mutual fund Index | $1.8M | 9.1% |
| Mywayretirement Index 2030 Manager not matched · Mutual fund Index | $1.5M | 7.4% |
| Mywayretirement Index 2050 Manager not matched · Mutual fund Index | $1.5M | 7.2% |
| BlackRock EAFE Equity Index R BlackRock · Mutual fund Index | $1.2M | 5.7% |
| Mywayretirement Index Retirement Manager not matched · Mutual fund Index | $1.0M | 5.2% |
| Blackrock Mid Cap EQ Index Cl1 BlackRock · Mutual fund Index | $957K | 4.7% |
| Mywayretirement Index 2055 Manager not matched · Mutual fund Index | $859K | 4.3% |
| BlackRock Russell 2000 Index R BlackRock · Mutual fund Index | $818K | 4.0% |
| 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 |
16 more funds in this lineup: name, manager, vehicle, dollars and share are on Pro.
Dropped 3 funds.
| Fund | Year-end value |
|---|---|
| DroppedMywayretirement Large Cap GR R | $439K |
| DroppedMywayretirement Multi-Sector Bond R | $379K |
| DroppedMywayretirement Core BD R | $269K |
Stable value and insurance contract lines, renames and class changes are not counted. Left out here: 1 stable value or insurance line, 13 renames.
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.
16 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 3 by compensation.
| Provider | Compensation |
|---|---|
EMPOWER ADVISORY GROUP, LLC3 years Filed as: EMPOWER ANNUITY INS CO Service code 15 · EIN 84-0467907 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 Recordkeeping | $33,595 |
OSAIC WEALTH INC3 years Service code 27 10 EXCHANGE PL STE 1410 · JERSEY CITY, NJ 07302 Advisory (Plan) | $25,403 |
Filed as: FLORIDA RETIREMENT CONSULTANTS, LLC Service code 13 16703 EARLY RISER AVE, STE 210 · LAND O LAKES, FL 34638 Contract Administrator | $3,085 |
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 April 21, 2003.
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.
2 contacts
11 filings · 2015 to 2025