Filings through .
1 of 17 flags tripped on the 2025 filing.
Low participation
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll 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 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.
$39K in admin expenses, $124 per participant (all participants, line 6f).
This section lists the funds on the plan's investment schedule and what changed since the prior filing.
7 funds of $250K or more; 19 lines in all, holding $5.5M of the plan's $5.5M. Recordkeeper: Empower.
Target-date series: T. Rowe Price Retirement Blend, collective trust, 73% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| T. Rowe Price Retirement Blend T. Rowe Price · Collective trust Target-date, 9 vintages | $4.0M | 72.7% |
| T. Rowe Price Retirement Blend Select T. Rowe Price · Collective trust | $1.3M | 24.0% |
| Fidelity 500 Index Fund Fidelity (FMR) · Mutual fund Index | $79K | 1.4% |
| Fidelity Advisor Growth & Income Fund Fidelity (FMR) · Mutual fund | $23K | 0.4% |
| Federated Hermes MDT Mid Cap Growth Fund Federated Hermes · Mutual fund | $17K | 0.3% |
| Guaranteed investment contract Empower Annuity Insurance Company of America Empower · Insurance contract Recordkeeper's own fund | $12K | 0.2% |
| Nuveen Large Cap Growth Index Fund TIAA (Nuveen) · Mutual fund Index | $11K | 0.2% |
| DFA Institutional Sustainability Core Fund Dimensional · Mutual fund | $9K | 0.2% |
| New World Fund Inc Capital Group · Mutual fund | $9K | 0.2% |
| DFA Real Estate Securities Portfolio Dimensional · Mutual fund | $4K | <0.1% |
| 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 1 fund, dropped 1 fund. Moved to another target-date series.
| Fund | Year-end value |
|---|---|
| Target-date switchVanguard Target Retirement 2045 Fund Investor Shares to T. Rowe Price Retirement Blend 2040 Trust | $3.4M to $4.0M |
| AddedT. Rowe Price Retirement Blend Select | $1.3M |
| DroppedJohn Hancock VIT 500 Index Fund | $529K |
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.
9 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 6 by compensation.
| Provider | Compensation |
|---|---|
Filed as: EMPOWER ANNUITY INSURANCE COMPANY Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 Recordkeeping Fees | $22,259 |
PASI, LLC1 year Filed as: PASI LLC Service code 13 10 TALCOTT NOTCH RD · FARMINGTON, CT 06032 Contract Administrator | $12,853 |
Filed as: RAYMOND JAMES Service code 27 880 CARILLON PARKWAY · ST PETERSBURG, FL 33716 Advisory (Plan) | $8,181 |
Filed as: THE RETIREMENT PLAN COMPANY LLC Service code 13 P O BOX 306462 · NASHVILLE, TN 37230-6462 Contract Administrator | $5,578 |
Filed as: RAYMOND JAMES FSA INC Service code 26 · EIN 59-2937883 Advisory (Participants) | $2,951 |
Service code 15 · EIN 01-0233346 Recordkeeping | $100 |
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.
3 contacts
9 filings · 2017 to 2025