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).
Corrective distributions
Plan reported corrective distributions (failed ADP/ACP testing).
How this plan compares with plans of the same size, type and industry, and how it moved year over year.
Each metric ranked against plans of the same size, type and industry.
Peer percentiles for 6 metrics are on Pro. Free for 7 days, then $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. Free for 7 days, then $49 a month.
$58K in admin expenses, $133 per participant (all participants, line 6f).
The funds on the plan's investment schedule and what changed since the prior filing.
28 funds of $250K or more, counting each target-date vintage; shown as 26 lines, holding $48.9M of the plan's $50.3M. Recordkeeper: Empower.
Target-date series: Putnam Retirement Advantage, collective trust, 38% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| Putnam Retirement Advantage Franklin Templeton · Collective trust Target-date, 7 vintages | $18.8M | 38.4% |
| Vanguard 500 Index Fund Admiral Shares Vanguard · Mutual fund Index | $11.8M | 24.1% |
| Vanguard Information Technology Index Fund Admiral Shares Vanguard · Mutual fund Index | $2.8M | 5.6% |
| Blackrock 40/60 Target Allocation Fund BlackRock · Mutual fund | $1.6M | 3.2% |
| iShares MSCI EAFE International Index Fund BlackRock · ETF Index | $1.5M | 3.1% |
| JPMorgan Large Cap Growth Fund JPMorgan · Mutual fund | $1.4M | 2.9% |
| Vanguard Mid-Cap Index Fund Admiral Shares Vanguard · Mutual fund Index | $1.3M | 2.7% |
| Vanguard Emerging Markets Stock Index Fund Admiral Shares Vanguard · Mutual fund Index | $1.2M | 2.5% |
| iShares U.S Aggregated Bond Index BlackRock · ETF Index | $1.1M | 2.3% |
| Vanguard Small-Cap Index Fund Admiral Shares Vanguard · Mutual fund Index | $1.1M | 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 |
16 more funds in this lineup: name, manager, vehicle, dollars and share are on Pro.
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, not money moved.
16 more lines in this lineup are on Pro. Free for 7 days, then $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.
Who is paid to serve the plan, who audits it, and who signs the filing.
Top 4 by compensation.
| Provider | Compensation |
|---|---|
Filed as: OAKWOOD CAPITAL SECURITIES, INC Service code 55 600 HIGHWAY 169 S, STE,1410 · MINNEPOLIS, MN 55426 Other Commissions | $87,769 |
EMPOWER ADVISORY GROUP, LLC3 years Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 Investment Management | $30,589 |
TRUOG-RYDING COMPANY, INC.9+ years Service code 13 2659 TOWNSGATE RD., STE. 101 · WESTLAKE VILLAGE, CA 91361 Contract Administrator | $23,768 |
Filed as: EMPOWER ANNUITY INSURANCE CO Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 Recordkeeping Fees | $22,452 |
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