Filings through .
1 of 18 flags tripped on the 2025 filing.
Possible retail share class: $5.9M
Mutual funds in a class the filing names that is often retail or revenue sharing. Confirm before you raise it.
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 6 years on record. Charts need 3 years.
Older filings: assets, participants, contributions and return for each year are on Pro.
5 more years of history are on Pro. Pro is free for 7 days and then costs $49 a month.
$75K in admin expenses, $115 per participant (all participants, line 6f).
This section lists the funds on the plan's investment schedule and what changed since the prior filing.
15 funds of $250K or more; 21 lines in all, holding $16.9M of the plan's $17.3M. Recordkeeper: Empower.
| Fund | Dollars | % of funds% |
|---|---|---|
| MFS International Diversification Fund A MFS (Sun Life) · Mutual fund Possible retail class A | $2.8M | 16.8% |
| iShares S&P 500 Index Fund Institutional Shares BlackRock · ETF Index | $2.5M | 14.8% |
| Nuveen Core Impact Bond Fund Class R6 TIAA (Nuveen) · Mutual fund | $2.3M | 13.5% |
| Putnam Large CAP Value Fund Class R6 Franklin Templeton · Mutual fund | $1.4M | 8.2% |
| Alger Capital Appreciation Fund Class A Manager not matched · Mutual fund Possible retail class A | $1.2M | 7.1% |
| iShares Russell Mid-Cap Index Fund Class K BlackRock · Collective trust Index | $854K | 5.1% |
| Allspring Emerging Markets Equity Fund Class R6 Allspring · Mutual fund | $766K | 4.5% |
| Pioneer Select Mid Cap Growth Fund: Class K Victory Capital · Mutual fund | $633K | 3.8% |
| Registered Investment Companies AB Discovery Value Z Manager not matched · Other | $603K | 3.6% |
| Key Guaranteed Portfolio Fund Manager not matched · Insurance contract | $546K | 3.2% |
| 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 |
11 more funds in this lineup: name, manager, vehicle, dollars and share are on Pro.
Added 3 funds, dropped 2 funds, likely replaced 2 funds.
| Fund | Year-end value |
|---|---|
| ReplacedHighDiversified Bond Fund A Class to Nuveen Core Impact Bond Fund Class R6 | $1.7M to $2.3M |
| AddedPutnam Large CAP Value Fund Class R6 | $1.4M |
| AddedAlger Capital Appreciation Fund Class A | $1.2M |
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.
11 more lines and 4 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 3 by compensation.
| Provider | Compensation |
|---|---|
EMPOWER ADVISORY GROUP, LLC4 years Filed as: EMPOWER ANNUITY INSURANCE COMPANY O Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 Recordkeeping Fees | $45,050 |
EMPOWER ADVISORY GROUP, LLC4 years Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 Investment Management | $15,689 |
KATZ, SAPPER & MILLER5 years Filed as: KSM BUSINESS SERVICES INC Service code 10 800 E. 96TH STREET · INDIANAPOLIS, IN 46240 Accounting | $14,250 |
The auditor signed off without reservation. This is the cleanest opinion.
Plan features from the filing, actuarial disclosures and related pages.
9 feature codes on the 2025 filing.
3 contacts
6 filings · 2020 to 2025