Filings through .
1 of 17 flags tripped on the 2025 filing.
Low employer contribution
Employer contribution per participant is in the bottom quintile of the peer cohort.
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.
$58K in admin expenses, $250 per participant (all participants, line 6f).
This section lists the funds on the plan's investment schedule and what changed since the prior filing.
11 funds of $250K or more; 21 lines in all, holding $11.7M of the plan's $12.4M. Recordkeeper: Empower.
Target-date series: Fidelity Freedom Index, mutual fund, 30% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| Fidelity Freedom Index Fidelity (FMR) · Mutual fund Target-date, 7 vintages | $3.5M | 30.0% |
| Cota Street Managed Blend Dec I 1CSMBDF Manager not matched · Other | $2.4M | 20.3% |
| Cota Street Managed Blend Acc I 1CSMBAF Manager not matched · Collective trust | $1.7M | 14.2% |
| Cota Street Managed Equity Acc 1CSMEAF Manager not matched · Other | $930K | 7.9% |
| Fidelity 500 Index Fund Fidelity (FMR) · Mutual fund Index | $893K | 7.6% |
| Cota Street Managed Equity Dec 1CSMEDF Manager not matched · Other | $736K | 6.3% |
| Fidelity Global ex U.S. Index Fund Fidelity (FMR) · Mutual fund Index | $246K | 2.1% |
| Fidelity Small Cap Index Fund Fidelity (FMR) · Mutual fund Index | $237K | 2.0% |
| American Funds Growth Fund of Amer R6 Capital Group · Mutual fund | $178K | 1.5% |
| Eupac Fund Class R-6 Capital Group · Mutual fund | $159K | 1.4% |
| 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 1 fund, dropped 1 fund.
| Fund | Year-end value |
|---|---|
| AddedCota Street Managed Blend Acc I 1CSMBAF | $1.7M |
| DroppedCota Street Managed Equity Accumulation 1CSMEAF | $831K |
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 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 5 by compensation.
| Provider | Compensation |
|---|---|
Service code 28 24 E. COTA STREET · SANTA BARBARA, CA 93101 Investment Management | $23,056 |
Filed as: SECURITIES AMERICA ADVISORS INC Service code 27 12325 PORT GRACE BLVD · LAVISTA, NE 68128 Advisory (Plan) | $18,769 |
OSAIC WEALTH INC1 year Service code 27 10 EXCHANGE PLACE STE 1410 · JERSEY CITY, NJ 07302 Advisory (Plan) | $10,178 |
Service code 99 24 E COTA ST STE 200 · SANTA BARBARA, CA 93101 Other Fees | $5,790 |
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 | $0 |
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.
2 contacts
11 filings · 2015 to 2025