Filings through .
5 of 18 flags tripped on the 2025 filing.
Failed to transmit contributions
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Low returns
Annual investment return is in the bottom quintile of the peer cohort.
Few collective trusts
0% of fund dollars in collective trusts, which often cost less than the same strategy as a mutual fund.
Wind-down / frozen
Plan appears closed to new enrollment or frozen - balance-holders far exceed active participants, or the plan reports active distributions with no inflows. Exclude from peer benchmarks.
Recently cancelled plan
Plan reported a final filing / termination within the last year.
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 7 years on record. Charts need 3 years.
Older filings: assets, participants, contributions and return for each year are on Pro.
6 more years of history are on Pro. Pro is free for 7 days and then costs $49 a month.
$27K in admin expenses.
This section lists the funds on the plan's investment schedule and what changed since the prior filing.
1 fund of $250K or more; 20 lines in all, holding $1.5M of the plan's $1.6M. Recordkeeper: Empower.
| Fund | Dollars | % of funds% |
|---|---|---|
| PIMCO Realpath Blend 2060 Fund Institutional Class PIMCO (Allianz) · Mutual fund | $695K | 46.1% |
| PIMCO Realpath Blend 2055 Fund Institutional Class PIMCO (Allianz) · Mutual fund | $187K | 12.4% |
| PIMCO Realpath Blend 2045 Fund Institutional Class PIMCO (Allianz) · Mutual fund | $114K | 7.6% |
| PIMCO Realpath Blend 2050 Fund Institutional Class PIMCO (Allianz) · Mutual fund | $91K | 6.1% |
| Fidelity 500 Index Fund Fidelity (FMR) · Mutual fund Index | $81K | 5.4% |
| PIMCO Income Fund Institutional PIMCO (Allianz) · Mutual fund | $55K | 3.6% |
| NEW World Fund INC Class R-6 Capital Group · Mutual fund | $38K | 2.5% |
| JPMorgan Large Cap Growth Fund Class R6 JPMorgan · Mutual fund | $38K | 2.5% |
| Putnam Large CAP Value Fund Class R6 Franklin Templeton · Mutual fund | $36K | 2.4% |
| MES International Equity R6 Manager not matched · Mutual fund | $30K | 2.0% |
| 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 |
10 more funds in this lineup: name, manager, vehicle, dollars and share are on Pro.
10 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 |
|---|---|
EMPOWER ADVISORY GROUP, LLC3 years Filed as: EMPOWER ANNUITY INS. CO. OF AMERICA Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 Recordkeeping Fees | $13,347 |
ASCENSUS LLC3 years Filed as: ASCENSUS HOLDINGS INC Service code 13 101 W BROADWAY STE 1420 · SAN DIEGO, CA 92101 Contract Administrator | $12,927 |
Service code 27 24 E COTA STE 200 · SANTA BARBARA, CA 93101 Advisory (Plan) | $1,649 |
Service code 27 4340 REDWOOD HWY · SAN RAFAEL, CA 94903 Advisory (Plan) | $1,283 |
The auditor signed off without reservation. This is the cleanest opinion.
Plan features from the filing, actuarial disclosures and related pages.
6 feature codes on the 2025 filing.
2 contacts
7 filings · 2019 to 2025