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).
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 2025 filing, 1 of 8 years on record. Charts need 3 years.
Older filings: assets, participants, contributions and return for each year are on Pro.
7 more years of history are on Pro. Pro is free for 7 days and then costs $49 a month.
$213K in admin expenses, $332 per participant (all participants, line 6f).
This section lists the funds on the plan's investment schedule and what changed since the prior filing.
17 funds of $250K or more, counting each target-date vintage; shown as 10 lines, holding $44.2M of the plan's $46.5M. Recordkeeper: Empower.
Target-date series: SSgA Target Retirement, collective trust, 32% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| SSgA Target Retirement State Street (SSgA) · Collective trust Target-date, 6 vintages | $14.4M | 32.5% |
| Vanguard Target Retirement State Street (SSgA) · Collective trust Target-date, 4 vintages | $13.6M | 30.7% |
| State Street S&P 500 Index Fund Class N State Street (SSgA) · Mutual fund Index | $9.2M | 20.8% |
| State Street International Stock Index Fund State Street (SSgA) · Mutual fund Index | $2.1M | 4.7% |
| State Street US Small/Mid Cap Stock Index Fund State Street (SSgA) · Mutual fund Index | $1.9M | 4.4% |
| Mercer Small/Mid Cap Stock Fund Marsh McLennan (Mercer) · Mutual fund | $902K | 2.0% |
| Invesco Stable Value Trust Fund (Class B1) Invesco · Insurance contract | $700K | 1.6% |
| BlackRock Strategic Completion NL M BlackRock · Collective trust | $688K | 1.6% |
| State Street US Bond Index State Street (SSgA) · Mutual fund Index | $626K | 1.4% |
| Blackrock Multi-Asset Income Portfolio BlackRock · Mutual fund | $164K | 0.4% |
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.
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 |
|---|---|
MERCER4 years Filed as: MERCER (US) INC MERCER INVESTMENTS Service code 16 21875 NETWORK PLACE · CHICAGO, IL 60673 Consulting | $146,209 |
EMPOWER ADVISORY GROUP, LLC4 years Filed as: EMPOWER ANNUITY INSURANCE COMPANY O Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 Recordkeeping Fees | $43,465 |
EMPOWER ADVISORY GROUP, LLC4 years Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 Investment Management | $23,366 |
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.
4 contacts
8 filings · 2018 to 2025