Filings through .
2 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.)
Low returns
Annual investment return is in the bottom quintile of the peer cohort.
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.
$69K 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.
19 funds of $250K or more; 24 lines in all, holding $19.6M of the plan's $29.1M. Recordkeeper: Empower.
| Fund | Dollars | % of funds% |
|---|---|---|
| AB Us Large Cap Growth W Sers Cl Msg AllianceBernstein · Collective trust | $2.3M | 11.9% |
| Fidelity 500 Index Fund Fidelity (FMR) · Mutual fund Index | $2.3M | 11.9% |
| NEW Perspective Fund Class R-6 Capital Group · Mutual fund | $1.8M | 9.3% |
| Invesco Comstock Fund Class R6 Invesco · Mutual fund | $1.5M | 7.6% |
| Pgim Jennison International Opportunities Fund Class R6 Prudential (PGIM) · Mutual fund | $1.4M | 7.0% |
| JPMorgan Large Cap Growth Fund Class R6 JPMorgan · Mutual fund | $1.3M | 6.7% |
| Fidelity Mid Cap Index Fund Fidelity (FMR) · Mutual fund Index | $1.2M | 6.4% |
| Janus Henderson Enterprise Collective Fund Class MS Janus Henderson · Collective trust | $971K | 4.9% |
| Invesco Equally-Weighted S&P 500 Fund Class Y Invesco · Mutual fund Index | $769K | 3.9% |
| Pgim Total Return Bond Fund Class R6 Prudential (PGIM) · Mutual fund | $722K | 3.7% |
| 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 |
14 more funds in this lineup: name, manager, vehicle, dollars and share are on Pro.
Dropped 6 funds.
| Fund | Year-end value |
|---|---|
| Dropped1Nbcbtf Neuberger Berman Core Bond (Gg) TR | $1.9M |
| Dropped1Ach30i American Century RD Hybrid 2030 CL I | $834K |
| Dropped1Ach40i American Century RD Hybrid 2040 CL I | $580K |
Stable value and insurance contract lines, renames and class changes are not counted. Left out here: 2 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.
14 more lines and 3 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 2 by compensation.
| Provider | Compensation |
|---|---|
MORGAN STANLEY SMITH BARNEY11+ years Service code 27 · EIN 20-8764829 Advisory (Plan) | $54,611 |
EMPOWER ADVISORY GROUP, LLC2 years Filed as: EMPOWER ANNUITY INS CO OF AMERICA Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 Recordkeeping Fees | $14,544 |
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.
Filed December 30, 1992.
This is a legacy paper filing. The plan administrator and contact details are only in the original filing. We have not converted them into data fields.
3 contacts
11 filings · 2015 to 2025