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 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.
$181K in admin expenses, $366 per participant (all participants, line 6f).
This section lists the funds on the plan's investment schedule and what changed since the prior filing.
24 funds of $250K or more, counting each target-date vintage; shown as 19 lines, holding $38.4M of the plan's $38.9M. Recordkeeper: Empower.
Target-date series: T. Rowe Price Retirement Blend, collective trust, 40% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| T. Rowe Price Retirement Blend T. Rowe Price · Collective trust Target-date, 10 vintages | $15.5M | 40.3% |
| Fidelity 500 Index Fund Fidelity (FMR) · Mutual fund Index | $7.8M | 20.2% |
| Large Cap Growth / JP Morgan Invst Mgmt JPMorgan · Separate account | $3.1M | 8.0% |
| JPMorgan Short Duration Bond Fund Class R6 JPMorgan · Mutual fund | $1.6M | 4.2% |
| Fidelity International Index Fund Fidelity (FMR) · Mutual fund Index | $1.6M | 4.1% |
| Capital Income Builder Class R-6 Capital Group · Mutual fund | $1.4M | 3.7% |
| Fidelity Mid Cap Index Fund Fidelity (FMR) · Mutual fund Index | $1.4M | 3.7% |
| Core Plus Bond / Pgim Fund Prudential (PGIM) · Separate account | $904K | 2.4% |
| Fidelity Small Cap Index Fund Fidelity (FMR) · Mutual fund Index | $831K | 2.2% |
| U.S. Small Cap Value Portfolio - Institutional Class Dimensional · Mutual fund | $827K | 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.
Changed vehicle on 1 fund.
| Fund | Year-end value |
|---|---|
| Other vehicle moveJPMorgan Large Cap Growth Fund Class R6 to Large Cap Growth / JP Morgan Invst Mgmtmutual fund to separate account | $2.8M to $3.1M |
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 4 by compensation.
| Provider | Compensation |
|---|---|
Service code 27 450 NEWPORT CENTER DR, STE 630 · NEWPORT BEACH, CA 92660 Advisory (Plan) | $91,953 |
EMPOWER ADVISORY GROUP, LLC4 years Filed as: EMPOWER ANNUITY INSURANCE COMPANY Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 Recordkeeping Fees | $48,847 |
EMPOWER ADVISORY GROUP, LLC4 years Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 Investment Management | $40,931 |
ASCENSUS LLC1 year Filed as: FUTUREPLAN BY ASCENSUS Service code 17 · EIN 82-3719843 Pension Consulting | $4,750 |
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
Phone and email for the actuary are on Pro.
8 filings · 2018 to 2025