Filings through .
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4 funds of $250K or more; 23 lines in all, holding $8.5M of the plan's $8.6M. From the 2024 filing. Recordkeeper: Empower.
| Fund | Dollars | % of funds% |
|---|---|---|
| Target Retirement IV Manager not matched · Insurance contract | $5.1M | 60.3% |
| Equity Growth & Income II Manager not matched · Insurance contract | $609K | 7.2% |
| Foreign Large Index Account Manager not matched · Insurance contract Index | $514K | 6.1% |
| Large Cap Index Account Manager not matched · Insurance contract Index | $442K | 5.2% |
| Small Mid Cap Growth Account Manager not matched · Insurance contract | $246K | 2.9% |
| Intermediate Term Bond III Manager not matched · Insurance contract | $175K | 2.1% |
| Large Cap Blend Account V Manager not matched · Insurance contract | $175K | 2.1% |
| Balanced Allocation Account Manager not matched · Insurance contract | $160K | 1.9% |
| Large Cap Growth Account IV Manager not matched · Insurance contract | $153K | 1.8% |
| Mid-Cap Index Account II Manager not matched · Insurance contract Index | $151K | 1.8% |
Covers 60,908 large plans that list their funds in their annual filing. Updated Nov 2, 2026. Shares describe these plans, not the whole market.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.