Filings through .
2 of 19 flags tripped on the 2025 filing.
Possible retail share class: $9.9M
Mutual funds in a class the filing names that is often retail or revenue sharing. Confirm before you raise it.
Few collective trusts
2% 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.
$57K in admin expenses, $164 per participant (all participants, line 6f).
This section lists the funds on the plan's investment schedule and what changed since the prior filing.
10 funds of $250K or more; 17 lines in all, holding $10.3M of the plan's $10.5M. Recordkeeper: Empower.
Target-date series: Nuveen Lifecycle Index, mutual fund, 86% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| Nuveen Lifecycle Index TIAA (Nuveen) · Mutual fund Target-date, 11 vintages | $8.8M | 85.7% |
| Fidelity 500 Index Fund Fidelity (FMR) · Mutual fund IndexPossible retail class A | $316K | 3.1% |
| Putnam Stable Value Fund Franklin Templeton · Stable value Stable value | $240K | 2.3% |
| Amer Funds Moderate G/I Portfolio R6 Capital Group · Mutual fund Possible retail class A | $174K | 1.7% |
| iShares MSCI EAFE International Index Fund Class K BlackRock · ETF Index | $162K | 1.6% |
| Fidelity Mid Cap Index Fund Fidelity (FMR) · Mutual fund IndexPossible retail class A | $111K | 1.1% |
| NEW Perspective Fund Class R-6 Capital Group · Mutual fund Possible retail class A | $103K | 1.0% |
| Large Cap Value Fund Class R1 Manager not matched · Collective trust | $84K | 0.8% |
| Fidelity Small Cap Index Fund Fidelity (FMR) · Mutual fund IndexPossible retail class A | $61K | 0.6% |
| Lazard Emrg Mkts Eqty Advtg Inst Lazard · Mutual fund Possible retail class A | $56K | 0.5% |
| 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 |
7 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.
7 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 INSURANCE CO. Service code 64 · EIN 84-0467907 Recordkeeping Fees | $26,291 |
WELLTH ADVISORY SERVICES LLC2 years Filed as: WEALTH ADVISORY SERVICES LLC Service code 27 722 ESSINGTON RD STE A · JOLIET, IL 60435 Advisory (Plan) | $23,035 |
EMPLOYEE BENEFITS GROUP, LLC8 years Service code 13 · EIN 73-1554797 Contract Administrator | $7,372 |
EMPOWER ADVISORY GROUP, LLC4 years Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 Investment Management | $7,224 |
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.
3 contacts
11 filings · 2015 to 2025