Filings through .
1 of 17 flags tripped on the 2024 filing.
High fees
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 2024 filing, 1 of 9 years on record. Charts need 3 years.
Older filings: assets, participants, contributions and return for each year are on Pro.
8 more years of history are on Pro. Pro is free for 7 days and then costs $49 a month.
$68K in admin expenses, $271 per participant (all participants, line 6f).
This section lists the funds on the plan's investment schedule and what changed since the prior filing.
9 funds of $250K or more; 13 lines in all, holding $9.6M of the plan's $9.9M. Recordkeeper: Empower.
| Fund | Dollars | % of funds% |
|---|---|---|
| Fidelity 500 Index Fund Fidelity (FMR) · Mutual fund Index | $2.9M | 29.9% |
| Wilmington Trust- IndexSelect Moderate 2035 CIT Manager not matched · Collective trust | $1.3M | 13.9% |
| Wilmington IndexSelect Moderate 2055 CIT Manager not matched · Collective trust | $1.2M | 12.8% |
| NEW Perspective Fund Class R-6 Capital Group · Mutual fund | $913K | 9.5% |
| iShares Russell Mid-Cap Index Fund BlackRock · ETF Index | $735K | 7.7% |
| Wilmington Trust- IndexSelect Moderate 2045 CIT Manager not matched · Collective trust | $709K | 7.4% |
| Wilmington Trust IndexSelect Moderate Retirement I Manager not matched · Collective trust | $584K | 6.1% |
| Vanguard Small-Cap Index Fund Vanguard · Mutual fund Index | $504K | 5.3% |
| Fixed Account MassMutual · Insurance contract | $306K | 3.2% |
| Core Bond Account TIAA (Nuveen) · Mutual fund | $158K | 1.6% |
| 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 |
3 more funds in this lineup: name, manager, vehicle, dollars and share are on Pro.
3 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 |
|---|---|
HATCHER CAPITAL INVESTMENTS5 years Service code 26 P O BOX 3625 · LITTLE ROCK, AR 72203 Advisory (Participants) | $43,302 |
BURLEIGH CONSULTING GROUP3 years Filed as: BURLEIGH CONSULTING GROUP, INC. Service code 13 465 JACK KRAMER DR - STE 2 · MEMPHIS, TN 38117 Contract Administrator | $4,872 |
EMPOWER ADVISORY GROUP, LLC3 years Filed as: EMPOWER ANNUITY INSURANCE COMPANY Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 Recordkeeping Fees | $3,810 |
The auditor signed off without reservation. This is the cleanest opinion.
Plan features from the filing, actuarial disclosures and related pages.
6 feature codes on the 2024 filing.
2 contacts
9 filings · 2016 to 2024