Filings through .
3 of 18 flags tripped on the 2025 filing.
Corrective distributions
Plan reported corrective distributions (failed ADP/ACP testing).
Low assets / participant
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match 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.
$793K in admin expenses, $75 per participant (all participants, line 6f).
This section lists the funds on the plan's investment schedule and what changed since the prior filing.
8 funds hold $412M of the plan's $440M. Recordkeeper: Empower.
| Fund | Dollars | % of funds% |
|---|---|---|
| American Balanced Fund Capital Group · Mutual fund | $119M | 28.9% |
| Fidelity Large Cap Growth Index Fund Fidelity (FMR) · Mutual fund | $81.9M | 19.9% |
| Washington Mutual Investors Fund Capital Group · Mutual fund | $67.1M | 16.3% |
| Fidelity Total Bond Fund Fidelity (FMR) · Mutual fund | $45.4M | 11.0% |
| Vanguard Federal Money Market Fund Investor Shares Vanguard · Money market | $35.4M | 8.6% |
| Eupac Fund Capital Group · Mutual fund | $27.0M | 6.5% |
| Growth Institutional Fund Emerald Advisers · Mutual fund | $18.6M | 4.5% |
| Nomura Small Cap Value Fund Macquarie / Nomura · Mutual fund | $17.4M | 4.2% |
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 6 by compensation.
| Provider | Compensation |
|---|---|
Filed as: LINCOLN FINANCIAL Service code 13 · EIN 35-1140070 Contract Administrator | $507,313 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY O Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 Recordkeeping Fees | $200,316 |
Filed as: PENSION CONSULTANTS INC Service code 28 300 S CAMPBELL AVE · SPRINGFIELD, MO 65806 Investment Management | $90,723 |
ROSE LAW FIRM1 year Filed as: ROSE LAW FIRM A PROFESSIONAL ASSOCI Service code 29 120 E 4TH ST · LITTLE ROCK, AR 72201 Legal | $23,891 |
Service code 36 902 CUMBERLAND ST · LITTLE ROCK, AR 72202 Copying and duplicating | $22,626 |
FROST, PLLC10+ years Service code 10 · EIN 71-0817652 Accounting | $17,250 |
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.
4 contacts
10 filings · 2016 to 2025