Filings through .
2 of 18 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.)
Few collective trusts
0% of fund dollars in collective trusts, which often cost less than the same strategy as a mutual fund.
How this plan compares with plans of the same size, type and industry, and how it moved year over year.
Each metric ranked against plans of the same size, type and industry.
Peer percentiles for 6 metrics are on Pro. Free for 7 days, then $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. Free for 7 days, then $49 a month.
$173K in admin expenses, $918 per participant (all participants, line 6f).
The funds on the plan's investment schedule and what changed since the prior filing.
23 funds of $250K or more, counting each target-date vintage; shown as 20 lines, holding $23.4M of the plan's $24.5M. Recordkeeper: Empower.
Target-date series: BlackRock LifePath Index, mutual fund, 17% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| Fidelity 500 Index Fund Fidelity (FMR) · Mutual fund Index | $5.8M | 24.7% |
| BlackRock LifePath Index BlackRock · Mutual fund Target-date, 8 vintages | $4.1M | 17.4% |
| NEW Perspective Fund Class R-6 Capital Group · Mutual fund | $1.8M | 7.5% |
| Fidelity Multi-Asset Index Fund Fidelity (FMR) · Mutual fund Index | $1.6M | 7.0% |
| Putnam Large CAP Value Fund Class R6 Franklin Templeton · Mutual fund | $1.6M | 6.8% |
| Growth Fund OF America Class R-6 Capital Group · Mutual fund | $1.5M | 6.4% |
| Fidelity Extended Market Index Fund Fidelity (FMR) · Mutual fund Index | $1.2M | 5.3% |
| American Balanced Fund Class R-6 Capital Group · Mutual fund | $931K | 4.0% |
| Fidelity Small Cap Index Fund Fidelity (FMR) · Mutual fund Index | $852K | 3.6% |
| Empower Key Guaranteed Portfolio Fund Empower · Insurance contract Recordkeeper's own fund | $840K | 3.6% |
| 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 |
10 more funds in this lineup: name, manager, vehicle, dollars and share are on Pro.
Added 1 fund, dropped 1 fund.
| Fund | Year-end value |
|---|---|
| DroppedAB Discovery Growth Fund, INC. Class Z | $331K |
| AddedFederated Hermes Sus High Yield Bond R6 | $314K |
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, not money moved.
10 more lines in this lineup are on Pro. Free for 7 days, then $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.
Who is paid to serve the plan, who audits it, and who signs the filing.
Top 4 by compensation.
| Provider | Compensation |
|---|---|
KIRKE7 years Service code 99 8520 N 52ND ST · PARADISE VALLEY, AZ 85253 Other Fees | $51,502 |
EMPOWER ADVISORY GROUP, LLC4 years Filed as: EMPOWER ANNUITY INSURANCE COMPANY Service code 64 · EIN 84-0467907 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 Recordkeeping Fees | $36,594 |
KB PENSION SERVICES, INC.11+ years Service code 13 · EIN 65-0721164 9423 TOWN CENTER PARKWAY · SARASOTA, FL 34202 Contract Administrator | $16,417 |
EMPOWER ADVISORY GROUP, LLC4 years Filed as: EMPOWER ADVISORY GROUP LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD, CO 80111 Investment Management | $10,127 |
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