Filings through .
3 of 19 flags tripped on the 2025 filing.
Low assets / participant
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Possible retail share class: $77K
Mutual funds in a class the filing names that is often retail or revenue sharing. Confirm before you raise it.
Few collective trusts
0% of fund dollars in collective trusts, which often cost less than the same strategy as a mutual fund.
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.
$13K in admin expenses, $48 per participant (all participants, line 6f).
This section lists the funds on the plan's investment schedule and what changed since the prior filing.
4 funds of $250K or more; 24 lines in all, holding $2.3M of the plan's $2.3M. Recordkeeper: Empower.
Target-date series: MFS Lifetime, mutual fund, 74% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| MFS Lifetime MFS (Sun Life) · Mutual fund Target-date, 10 vintages | $1.7M | 73.7% |
| Growth Fund OF America Capital Group · Mutual fund | $108K | 4.8% |
| MM S&P 500 Index Fund Class R3 MassMutual · Money market Index | $81K | 3.6% |
| MassMutual Select Blue Chip Growth Fund MassMutual · Mutual fund | $61K | 2.7% |
| Fidelity Total Bond Fund Fidelity (FMR) · Mutual fund | $58K | 2.6% |
| MassMutual Mid Cap Growth Fund Class R3 MassMutual · Money market | $46K | 2.0% |
| MassMutual Guaranteed Interest Account MassMutual · Insurance contract | $45K | 2.0% |
| Great West S&P Mid Cap 400 Index Fund Empower · Mutual fund IndexRecordkeeper's own fund | $28K | 1.2% |
| Great-West S&P Small Cap 600 Index Empower · Mutual fund IndexRecordkeeper's own fund | $25K | 1.1% |
| Great-West International Index Fund Empower · Mutual fund IndexRecordkeeper's own fund | $23K | 1.0% |
| 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 |
14 more funds in this lineup: name, manager, vehicle, dollars and share are on Pro.
14 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 3 by compensation.
| Provider | Compensation |
|---|---|
EMPOWER ADVISORY GROUP, LLC3 years Filed as: EMPOWER ANNUITY INSURANCE COMPANY Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 Recordkeeping Fees | $10,909 |
Filed as: MMLIS Service code 55 1295 STATE ST · SPRINGFIELD, MA 01111 Other Commissions | $9,400 |
THE RETIREMENT ADVANTAGE INC6 years Service code 13 101 E GRAND AVENUE STE 16 · PORT WASHINGTON, WI 53074 Contract Administrator | $2,809 |
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
Plan features from the filing, actuarial disclosures and related pages.
7 feature codes on the 2025 filing.
2 contacts
10 filings · 2016 to 2025