Filings through .
2 of 18 flags tripped on the 2025 filing.
Few collective trusts
0% of fund dollars in collective trusts, which often cost less than the same strategy as a mutual fund.
High retiree %
Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
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.
$323K in admin expenses, $430 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 hold $57.1M of the plan's $57.2M. Recordkeeper: Empower.
| Fund | Dollars | % of funds% |
|---|---|---|
| Fidelity 500 Index Fund Fidelity (FMR) · Separate account Index | $17.9M | 31.4% |
| Fidelity Mid Cap Index Fund Fidelity (FMR) · Separate account Index | $6.7M | 11.8% |
| Thornburg Strategic Income Fund - Class R6 Thornburg · Mutual fund | $5.6M | 9.8% |
| Dodge & Cox Income Fund Dodge & Cox · Separate account | $5.6M | 9.8% |
| Allspring Core Plus Bond Fund Class R6 Allspring · Mutual fund | $5.6M | 9.8% |
| PIMCO Income Fund Institutional PIMCO (Allianz) · Separate account | $5.6M | 9.8% |
| Vanguard Small-Cap Index Fund Admiral Shares Vanguard · Separate account Index | $4.5M | 7.8% |
| MFS International Equity Fund Class R6 MFS (Sun Life) · Separate account | $2.2M | 3.9% |
| PIMCO StocksPLUS International Fund (U.S. Dollar-Hedged) Institutional PIMCO (Allianz) · Mutual fund | $2.2M | 3.9% |
| Experience Fund Manager not matched · Insurance contract | $1.2M | 2.0% |
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 |
|---|---|
EMPOWER ADVISORY GROUP, LLC2 years Filed as: EMPOWER ANNUITY INSURANCE CO. Service code 64 · EIN 84-0467907 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 Recordkeeping Fees | $175,239 |
RBC WEALTH MANAGEMENT2 years Filed as: RBC CAPITAL MARKETS Service code 27 60 S. 6TH STREET · MINNEAPOLIS, MN 55402 Advisory (Plan) | $62,500 |
COX HOLSTED & DIMICK PLC2 years Service code 13 3717 NW 63RD STREET · OKLAHOMA CITY, OK 73116 Contract Administrator | $15,795 |
MORROW & CO., LLC1 year Filed as: MORROW AND COMPANY LLC Service code 10 · EIN 48-1142797 10500 E. BERKELEY SQ PKWY · WICHITA, KS 67206 Accounting | $14,750 |
IMA FINANCIAL GROUP8 years Filed as: IMA SELECT LLC Service code 23 · EIN 26-3811485 P.O. BOX 2996 · WICHITA, KS 67201 Investment advisory (plan); Direct pa... | $11,682 |
MCAFEE & TAFT1 year Filed as: MCAFEE AND TAFT Service code 29 · EIN 73-0784676 211 N. ROBINSON · OKLAHOMA CITY, OK 73102 Legal | $9,383 |
The auditor signed off without reservation. This is the cleanest opinion.
Plan features from the filing, actuarial disclosures and related pages.
1 feature code on the 2025 filing.
1 actuary attachment on this filing.
| Actuary | Schedule | Enrollment number |
|---|---|---|
Michael Sudduth Milliman, Inc. Schedule MB | Schedule MB |
Enrollment number, address and phone for each actuary are on Pro.
Addresses, phones and enrollment numbers are on Pro. Pro is free for 7 days and then costs $49 a month.
5 contacts
Phone and email for the actuary are on Pro.
10 filings · 2016 to 2025