Filings through .
2 of 17 flags tripped on the 2025 filing.
Failed to transmit contributions
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Corrective distributions
Plan reported corrective distributions (failed ADP/ACP testing).
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.
$127K in admin expenses, $256 per participant (all participants, line 6f).
This section lists 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 19 lines, holding $42.4M of the plan's $42.9M. Recordkeeper: Empower.
Target-date series: Vanguard Target Retirement, mutual fund, 45% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| Vanguard Target Retirement Vanguard · Mutual fund Target-date, 10 vintages | $19.2M | 45.4% |
| Vanguard 500 Index Fund Admiral Shares Vanguard · Mutual fund Index | $5.5M | 13.1% |
| MFS International Diversification Fund R6 MFS (Sun Life) · Mutual fund | $2.8M | 6.6% |
| BlackRock Technology N/R BlackRock · Mutual fund | $2.3M | 5.5% |
| AB US Large Cap Growth CIT AllianceBernstein · Collective trust | $2.2M | 5.3% |
| T Rowe Price Capital T. Rowe Price · Mutual fund | $1.7M | 4.0% |
| Vanguard Equity Income Fund Admiral Shares Vanguard · Mutual fund | $1.6M | 3.7% |
| W Series P1 Empower General Account Empower · Insurance contract Recordkeeper's own fund | $1.5M | 3.5% |
| JPMorgan Core Plus Bond Fund Class R6 JPMorgan · Mutual fund | $1.0M | 2.4% |
| Value R6 MFS Mid Cap Growth R6 Mutual Fund MFS (Sun Life) · Mutual fund | $944K | 2.2% |
| 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 |
9 more funds in this lineup: name, manager, vehicle, dollars and share are on Pro.
Added 2 funds, dropped 3 funds. Changed share class on 3 funds.
| Fund | Year-end value |
|---|---|
| Share class changeVanguard 500 Index Fund Investor Shares to Vanguard 500 Index Fund Admiral Shares | $5.3M to $5.5M |
| Share class changeVanguard Equity Income Fund Investor Shares to Vanguard Equity Income Fund Admiral Shares | $1.2M to $1.6M |
| AddedJPMorgan Core Plus Bond Fund Class R6 | $1.0M |
Stable value and insurance contract lines, renames and class changes are not counted. Left out here: 1 stable value or insurance line, 2 renames.
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.
9 more lines and 5 more changes 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 |
|---|---|
UBS FINANCIAL SERVICES INC3 years Service code 27 PO BOX 198928 · NASHVILLE, TN 37238 Advisory (Plan) | $59,488 |
EMPOWER ADVISORY GROUP, LLC2 years Filed as: EMPOWER ANNUITY INSURANCE COMPANY Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 Recordkeeping Fees | $59,091 |
EMPOWER ADVISORY GROUP, LLC2 years Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 Investment Management | $8,167 |
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