Filings through .
2 of 17 flags tripped on the 2025 filing.
Failed to transmit contributions
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
High fees
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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.
$91K in admin expenses, $370 per participant (all participants, line 6f).
This section lists the funds on the plan's investment schedule and what changed since the prior filing.
16 funds of $250K or more; 36 lines in all, holding $12.9M of the plan's $12.9M. Recordkeeper: Empower.
| Fund | Dollars | % of funds% |
|---|---|---|
| T. Rowe Price Spec. Mod Grwth I T. Rowe Price · Mutual fund | $2.2M | 17.1% |
| flexPATH Index Moderate 2035 Fund R1 Manager not matched · Collective trust Index | $1.6M | 12.5% |
| American Funds American Blncd R6 Capital Group · Mutual fund | $1.5M | 11.7% |
| flexPATH Index Moderate Retirement Fund R1 Manager not matched · Collective trust Index | $978K | 7.6% |
| Flexpath Index Agg 2045 R1 Manager not matched · Collective trust Index | $853K | 6.6% |
| Flexpath Index Moderate 2045 R1 Manager not matched · Collective trust Index | $734K | 5.7% |
| Large Cap Value Fund Class R1 Manager not matched · Collective trust | $510K | 4.0% |
| Flexpath Index Mod 2055 R1 Manager not matched · Collective trust Index | $472K | 3.7% |
| Flexpath Index Aggressive 2055 R1 Manager not matched · Collective trust Index | $378K | 2.9% |
| Vanguard Wellesley Income Fund Admiral Shares Vanguard · Mutual fund | $374K | 2.9% |
| 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 |
26 more funds in this lineup: name, manager, vehicle, dollars and share are on Pro.
Added 3 funds, dropped 2 funds.
| Fund | Year-end value |
|---|---|
| AddedAmerican Funds American Blncd R6 | $1.5M |
| DroppedAmerican Balanced Fund Class R-6 | $1.1M |
| AddedflexPATH Index Moderate Retirement Fund R1 | $978K |
Stable value and insurance contract lines, renames and class changes are not counted. Left out here: 3 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.
26 more lines and 2 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 7 by compensation.
| Provider | Compensation |
|---|---|
EMPOWER ADVISORY GROUP, LLC4 years Filed as: EMPOWER ANNUITY INSURANCE COMPANY Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 Recordkeeping Fees | $76,293 |
VALMARK ADVISERS INC11+ years Filed as: VALMARK SECURITIES Service code 55 Other Commissions | $44,156 |
Filed as: NAIL MCKINNEY PROFESSIONAL ASSOC. Service code 10 P.O. BOX 196 · TUPELO, MS 38802-0196 Accounting | $11,349 |
T. E. LOTT AND COMAPNY3 years Filed as: T. E. LOTT AND COMAPNY, P.A. Service code 13 Contract Administrator | $10,198 |
EMPOWER ADVISORY GROUP, LLC4 years Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 Investment Management | $4,663 |
T. E. LOTT AND COMPANY3 years Filed as: T. E. LOTT & COMPANY, P.A. Service code 13 106B S WASHINGTON ST · STARKVILLE, MS 39759 Contract Administrator | $750 |
VALMARK ADVISERS INC3 years Filed as: VALMARK SECURITIES INC. Service code 55 130 SPRINGSIDE DR. 300 · AKRON, OH 44333 Other Commissions | $0 |
The auditor signed off without reservation. This is the cleanest opinion.
Plan features from the filing, actuarial disclosures and related pages.
4 feature codes on the 2025 filing.
2 contacts
11 filings · 2015 to 2025