Filings through .
1 of 17 flags tripped on the 2025 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 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, $375 per participant (all participants, line 6f).
This section lists the funds on the plan's investment schedule and what changed since the prior filing.
20 funds of $250K or more; 33 lines in all, holding $17.3M of the plan's $17.3M. Recordkeeper: Empower.
| Fund | Dollars | % of funds% |
|---|---|---|
| Great Gray Trust American Funds 2040 I Capital Group · Collective trust | $2.0M | 11.6% |
| Great Gray Trust American Funds 2050 I Capital Group · Collective trust | $1.9M | 10.9% |
| Large Cap Growth/JP Morgan Invest Mgmt JPMorgan · Other | $1.3M | 7.4% |
| Great Gray Trust American Funds 2025 I Capital Group · Collective trust | $1.2M | 7.2% |
| Vanguard 500 Index Fund Admiral Shares Vanguard · Mutual fund Index | $1.2M | 6.9% |
| Great Gray Trust American Funds 2045 I Capital Group · Collective trust | $924K | 5.4% |
| JPMorgan Mid Cap Growth Fund Class R6 JPMorgan · Mutual fund | $767K | 4.4% |
| Great Gray Trust American Funds 2035 I Capital Group · Collective trust | $763K | 4.4% |
| Great Gray Trust American Funds 2055 I Capital Group · Collective trust | $742K | 4.3% |
| MFS International Diversification Fund R6 MFS (Sun Life) · Mutual fund | $706K | 4.1% |
| 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 |
23 more funds in this lineup: name, manager, vehicle, dollars and share are on Pro.
Added 19 funds, dropped 1 fund.
| Fund | Year-end value |
|---|---|
| DroppedTotal mutual funds | $5.4M |
| AddedGreat Gray Trust American Funds 2040 I | $2.0M |
| AddedGreat Gray Trust American Funds 2050 I | $1.9M |
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.
23 more lines and 17 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 5 by compensation.
| Provider | Compensation |
|---|---|
Filed as: ASCENT RETIREMENT ADVISORS Service code 27 3455 N. WINSOME PL · BOISE, ID 83702 Advisory (Plan) | $50,156 |
EMPOWER ADVISORY GROUP, LLC4 years Filed as: EMPOWER ANNUITY INS CO OF AMERICA Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 Recordkeeping Fees | $30,581 |
BENEFITS2 ADMINISTRATORS LLC2 years Service code 13 P.O. BOX 328 · MERIDIAN, ID 83680 Contract Administrator | $26,145 |
Service code 10 6149 NORTH MEEKER PLACE · BOISE, ID 83713 Accounting | $10,300 |
EMPOWER ADVISORY GROUP, LLC4 years Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 Investment Management | $9,563 |
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