Filings through .
4 of 18 flags tripped on the 2025 filing.
Corrective distributions
Plan reported corrective distributions (failed ADP/ACP testing).
Low participation
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Low employer contribution
Employer contribution per participant is in the bottom quintile of the peer cohort.
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.
$40K in admin expenses, $159 per participant (all participants, line 6f).
This section lists the funds on the plan's investment schedule and what changed since the prior filing.
17 funds of $250K or more; 38 lines in all, holding $12.1M of the plan's $12.1M. Recordkeeper: Empower.
| Fund | Dollars | % of funds% |
|---|---|---|
| JPMorgan Large Cap Growth Fund Class R6 JPMorgan · Mutual fund | $1.6M | 13.5% |
| Fidelity 500 Index Fund Fidelity (FMR) · Mutual fund Index | $1.4M | 11.7% |
| Hart Dividend And Grt R6 Manager not matched · Mutual fund | $874K | 7.2% |
| Bbr LP Dynamic 2050 K Manager not matched · Mutual fund | $866K | 7.1% |
| Value Line Md Cp Fcs Inst Manager not matched · Mutual fund | $701K | 5.8% |
| BR LP Dynamic 2030 K Manager not matched · Mutual fund | $605K | 5.0% |
| FidAdvr Total Bond Z Manager not matched · Mutual fund | $551K | 4.5% |
| BR LP Dynamic 2040 K Manager not matched · Mutual fund | $527K | 4.3% |
| Blackrck Glo Allocation K Manager not matched · Mutual fund | $516K | 4.3% |
| NEW World Fund INC Class R-6 Capital Group · Mutual fund | $424K | 3.5% |
| 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.
Added 8 funds, dropped 6 funds, likely replaced 1 fund. Changed share class on 2 funds.
| Fund | Year-end value |
|---|---|
| Share class changeJPMorgan Large Cap Growth Fund Class R2 to JPMorgan Large Cap Growth Fund Class R6 | $1.9M to $1.6M |
| AddedFidelity 500 Index Fund | $1.4M |
| DroppedMM S&P 500 Index Fund Class R3 | $1.3M |
Stable value and insurance contract lines, renames and class changes are not counted. Left out here: 1 stable value or insurance line, 2 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.
28 more lines and 14 more changes 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 5 by compensation.
| Provider | Compensation |
|---|---|
SOUTHBRIDGE ADVISORS, LLC3 years Filed as: SOUTHBRIDGE ADVISORS LLC Service code 27 533 JOHNSON FERRY RD, STE 200 · MARIETTA, GA 30068 Advisory (Plan) | $40,449 |
Filed as: MATRIX TRUST COMPANY Service code 64 · EIN 48-1205033 5910 MINERAL POINT ROAD · MADISON, WI 53705 Recordkeeping Fees | $5,247 |
AZALEA ADMINISTRATION LLC4 years Filed as: AZALEA ADMINISTRATION Service code 13 P.O. BOX 180293 · MOBILE, AL 36618 Contract Administrator | $3,766 |
EMPOWER ADVISORY GROUP, LLC4 years Filed as: EMPOWER ADVISORY GROUP,LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 Investment Management | $556 |
EMPOWER ADVISORY GROUP, LLC4 years Filed as: EMPOWER ANNUITY INSURANCE COMPANY Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 Recordkeeping Fees | $150 |
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.
3 contacts
11 filings · 2015 to 2025