Filings through .
No flags tripped on the 2025 filing.
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.
$34K in admin expenses, $183 per participant (all participants, line 6f).
This section lists the funds on the plan's investment schedule and what changed since the prior filing.
3 funds of $250K or more; 15 lines in all, holding $8.1M of the plan's $8.1M. Recordkeeper: Empower.
Target-date series: T. Rowe Price Retirement Blend, collective trust, 3% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| Empower Drive Balanced Empower · Collective trust Recordkeeper's own fund | $6.7M | 83.4% |
| Northern Trust Collective All Country World Index Ex US Fund Northern Trust · Collective trust Index | $270K | 3.3% |
| NT S&P 500 Index Fund Northern Trust · Collective trust Index | $264K | 3.3% |
| T. Rowe Price Retirement Blend T. Rowe Price · Collective trust Target-date, 4 vintages | $246K | 3.0% |
| NT Collective Russell Northern Trust · Collective trust | $145K | 1.8% |
| Empower Drive Income Empower · Collective trust Recordkeeper's own fund | $87K | 1.1% |
| Mutual Fund NR Capital Group · Mutual fund | $66K | 0.8% |
| Northern Trust Collective Russell 2000 Index Fund Northern Trust · Collective trust Index | $63K | 0.8% |
| State Street Real Asset Fund State Street (SSgA) · Collective trust | $57K | 0.7% |
| Northern Trust S&P 400 Index Fund Northern Trust · Collective trust Index | $56K | 0.7% |
| 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 |
5 more funds in this lineup: name, manager, vehicle, dollars and share are on Pro.
Added 2 funds.
| Fund | Year-end value |
|---|---|
| AddedNorthern Trust Collective All Country World Index Ex US Fund | $270K |
| AddedNT S&P 500 Index Fund | $264K |
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.
5 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 5 by compensation.
| Provider | Compensation |
|---|---|
EMPOWER ADVISORY GROUP, LLC3 years Filed as: EMPOWER ANNUITY INSURANCE COMPANY O Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 Recordkeeping Fees | $22,853 |
Service code 99 8400 WESTPARK DR · MCLEAN, VA 22102 Other Fees | $8,216 |
CAPFINANCIAL PARTNERS LLC3 years Filed as: CAPFINANCIAL PARTNERS LLC DBA CAPTR Service code 99 4208 SIX FORKS RD STE 1700 · RALEIGH, NC 27609 Other Fees | $1,369 |
Service code 13 12 GILL ST STE 2600 · WOBURN, MA 01801 Contract Administrator | $856 |
Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 Investment Management | $852 |
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