Filings through .
1 of 17 flags tripped on the 2025 filing.
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.
$140K in admin expenses, $512 per participant (all participants, line 6f).
This section lists the funds on the plan's investment schedule and what changed since the prior filing.
21 funds of $250K or more, counting each target-date vintage; shown as 18 lines, holding $44.8M of the plan's $58.3M. Recordkeeper: Empower.
Target-date series: T. Rowe Price Retirement Blend, collective trust, 15% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| NT Collective S&P 500 DC NL Tier CT Northern Trust · Collective trust Index | $11.9M | 26.6% |
| JPMorgan Large Cap Growth Fund Class R6 JPMorgan · Mutual fund | $8.5M | 19.0% |
| T. Rowe Price Retirement Blend T. Rowe Price · Collective trust Target-date, 12 vintages | $6.8M | 15.3% |
| Columbia Trust Dividend Income Fund CAP Ameriprise (Columbia Threadneedle) · Collective trust | $4.2M | 9.3% |
| Northern Collective ACWI ex US IMI DC NL CT N/R Northern Trust · Collective trust | $3.3M | 7.5% |
| NT Collective S&P 400 Index DC NL CT Northern Trust · Collective trust Index | $2.0M | 4.4% |
| Harbor Small Cap Growth Fund Harbor Capital · Mutual fund | $1.3M | 2.8% |
| NT Col R 2000 Index FD DC NL Tier CT Northern Trust · Collective trust Index | $1.2M | 2.6% |
| Undiscovered Mgrs Behavioral Value R6 Manager not matched · Mutual fund | $1.1M | 2.4% |
| Fiam Core Plus Commingled Pool Class I Fidelity (FMR) · Collective trust | $1.0M | 2.3% |
| 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.
No lineup changes between the 2024 and 2025 filings.
Stable value and insurance contract lines, renames and class changes are not counted.
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.
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 3 by compensation.
| Provider | Compensation |
|---|---|
Filed as: CAPFINANCIAL PARTNERS LLC DBA CAPTR Service code 27 4208 SIX FORKS RD STE 1700 · RALEIGH, NC 27609 Advisory (Plan) | $62,278 |
EMPOWER ADVISORY GROUP, LLC4 years Filed as: EMPOWER ANNUITY INSURANCE COMPANY O Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 Recordkeeping Fees | $58,138 |
EMPOWER ADVISORY GROUP, LLC4 years Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 Investment Management | $19,290 |
The auditor signed off without reservation. This is the cleanest opinion.
Plan features from the filing, actuarial disclosures and related pages.
8 feature codes on the 2025 filing.
3 contacts
11 filings · 2015 to 2025