Filings through .
2 of 18 flags tripped on the 2025 filing.
Failed to transmit contributions
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Few collective trusts
<1% of fund dollars in collective trusts, which often cost less than the same strategy as a mutual fund.
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.
$59K in admin expenses, $208 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 of $250K or more; 21 lines in all, holding $22.8M of the plan's $23.6M. Recordkeeper: Empower.
| Fund | Dollars | % of funds% |
|---|---|---|
| Wilmington My Retirement Path Moderate 2035 I Great Gray · Other | $4.5M | 19.7% |
| Fidelity 500 Index Fund Fidelity (FMR) · Mutual fund Index | $4.0M | 17.7% |
| Fidelity Extended Market Index Fund Fidelity (FMR) · Mutual fund Index | $2.9M | 12.8% |
| Wilmington My Retirement Path Moderate 2055 I Great Gray · Other | $2.6M | 11.6% |
| Wilmington My Retirement Path Moderate 2045 I Great Gray · Other | $2.6M | 11.4% |
| Wilmington My Retirement Path Moderate Retirement I Great Gray · Other | $1.7M | 7.6% |
| Fidelity U.S. Bond Index Fund Fidelity (FMR) · Mutual fund Index | $1.5M | 6.8% |
| Fidelity Total International Index Fund Fidelity (FMR) · Mutual fund Index | $1.5M | 6.7% |
| JPMorgan Chase Bank Large Cap Growth Fund II Fee Class I1 JPMorgan · Mutual fund | $311K | 1.4% |
| Putnam Large Cap Value I1 Franklin Templeton · Mutual fund | $285K | 1.3% |
| 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 |
11 more funds in this lineup: name, manager, vehicle, dollars and share are on Pro.
No lineup changes between the 2024 and 2025 filings.
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.
11 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 4 by compensation.
| Provider | Compensation |
|---|---|
Filed as: WEALTHSPIRE RETIREMENT Service code 27 120 VANTIS · ALISO VIEJO, CA 92656 Advisory (Plan) | $22,491 |
EMPOWER ADVISORY GROUP, LLC3 years Filed as: EMPOWER ANNUITY INSURANCE COMPANY Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 Recordkeeping Fees | $18,518 |
ATCHLEY & ASSOCIATES3 years Filed as: ATCHLEY & ASSOCIATES LLP Service code 10 6850 AUSTIN CENTER BLVD · AUSTIN, TX 78731 Accounting | $9,462 |
NOVA 401(K) ASSOCIATES4 years Service code 13 10777 NORTHWEST FREEWAY · HOUSTON, TX 77092 Contract Administrator | $8,544 |
The auditor signed off without reservation. This is the cleanest opinion.
Plan features from the filing, actuarial disclosures and related pages.
9 feature codes on the 2025 filing.
2 contacts
11 filings · 2015 to 2025