Filings through .
3 of 17 flags tripped on the 2025 filing.
Low employer contribution
Employer contribution per participant is in the bottom quintile of the peer cohort.
Low returns
Annual investment return is in the bottom quintile of the peer cohort.
Low assets / participant
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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.
$67K in admin expenses, $91 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; 21 lines in all, holding $11.6M of the plan's $13.8M. Recordkeeper: Empower.
Target-date series: American Funds Target Date, mutual fund, 40% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| American Funds Target Date Capital Group · Mutual fund Target-date, 10 vintages | $4.7M | 40.2% |
| Fixed Account Empower · Insurance contract Recordkeeper's own fund | $1.3M | 11.2% |
| Great Gray Large Cap Growth Fund II Manager not matched · Collective trust | $1.2M | 10.0% |
| Vanguard Total Bond Market Index Fund Admiral Shares Vanguard · Mutual fund Index | $489K | 4.2% |
| Vanguard Mid-Cap Index Fund Admiral Shares Vanguard · Mutual fund Index | $463K | 4.0% |
| NEW World Fund INC Class R-6 Capital Group · Mutual fund | $421K | 3.6% |
| MFS Aggressive Growth Allocation Fund R6 MFS (Sun Life) · Mutual fund | $383K | 3.3% |
| iShares Russell 2000 Small-Cap Index Fund Institutional BlackRock · ETF Index | $380K | 3.3% |
| THE Hartford Dividend AND Growth Fund Class R6 Hartford Funds · Mutual fund | $341K | 2.9% |
| iShares MSO EAFE International Index Fund Class K BlackRock · Collective trust Index | $316K | 2.7% |
| 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 |
11 more funds in this lineup: name, manager, vehicle, dollars and share are on Pro.
Dropped 1 fund.
| Fund | Year-end value |
|---|---|
| DroppedVanguard 500 Index Fund Admiral Shares | $1.7M |
Stable value and insurance contract lines, renames and class changes are not counted. Left out here: 1 rename.
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 3 by compensation.
| Provider | Compensation |
|---|---|
EMPOWER ADVISORY GROUP, LLC4 years Filed as: EMPOWER ANNUITY INSURANCE COMPANY Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 Recordkeeping Fees | $59,093 |
Filed as: MML INVESTORS SERVICES LLC Service code 55 PO BOX 9500 · SPRINFIELD, MA 01102-9500 Other Commissions | $28,285 |
EMPOWER ADVISORY GROUP, LLC4 years Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 Investment Management | $8,283 |
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 June 21, 2004.
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.
2 contacts
11 filings · 2015 to 2025