Filings through .
4 of 18 flags tripped on the 2025 filing.
Failed to transmit contributions
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Low participation
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
High fees
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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.
$167K in admin expenses, $313 per participant (all participants, line 6f).
This section lists the funds on the plan's investment schedule and what changed since the prior filing.
11 funds of $250K or more; 18 lines in all, holding $15.5M of the plan's $15.9M. Recordkeeper: Empower.
Target-date series: BlackRock LifePath Index, mutual fund, 55% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| BlackRock LifePath Index BlackRock · Mutual fund Target-date, 5 vintages | $8.5M | 55.2% |
| Fidelity S00 Index Fund Fidelity (FMR) · Mutual fund Index | $2.8M | 17.7% |
| Fidelity Small Cap Index Fund Fidelity (FMR) · Mutual fund Index | $751K | 4.8% |
| Fidelity Mid Cap Index Fund Fidelity (FMR) · Mutual fund Index | $698K | 4.5% |
| EI Fixed Account - Series Cla Empower · Insurance contract Recordkeeper's own fund | $617K | 4.0% |
| Hartford Core Equity Fund Class R6 Hartford Funds · Mutual fund | $564K | 3.6% |
| Hartford Schroders International Stock Fund Hartford Funds · Mutual fund | $277K | 1.8% |
| Fidelity International Index Fund Fidelity (FMR) · Mutual fund Index | $261K | 1.7% |
| iShares U.S. Aggregate Bond Index Fund Class K Shares BlackRock · ETF Index | $232K | 1.5% |
| BlackRock Total Return Fund Class K Shares BlackRock · Mutual fund | $213K | 1.4% |
| 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 |
8 more funds in this lineup: name, manager, vehicle, dollars and share are on Pro.
8 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 INS CO OF AMERICA Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 Recordkeeping Fees | $91,886 |
Service code 27 1400 AMERICAN BLVD BLDG #4 · PENNINGTON, NJ 08534 Advisory (Plan) | $47,027 |
JAMES MILLER CPA PC3 years Service code 10 · EIN 13-3180178 4800 LAKEWOOD DR STE 5 · WACO, TX 76710 Accounting | $23,300 |
Filed as: ECONOMIC GROUP PENSION Service code 13 SERVICES LLC · FRANKLIN SQUARE, NY 11010 Contract Administrator | $7,463 |
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.
2 contacts
11 filings · 2015 to 2025