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).
High fees
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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.
$141K in admin expenses, $460 per participant (all participants, line 6f).
This section lists the funds on the plan's investment schedule and what changed since the prior filing.
18 funds of $250K or more; 21 lines in all, holding $16.5M of the plan's $16.5M. Recordkeeper: Empower.
Target-date series: Nuveen Lifecycle Index, mutual fund, 64% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| Nuveen Lifecycle Index TIAA (Nuveen) · Mutual fund Target-date, 10 vintages | $10.5M | 63.9% |
| AM1 Domestic Equity Fund Class 1 Manager not matched · Collective trust | $938K | 5.7% |
| Blackrock Equity Index Fund R BlackRock · Collective trust Index | $922K | 5.6% |
| Prudential Core Plus Bond Fund Prudential (PGIM) · Mutual fund | $568K | 3.4% |
| Vanguard Mid-Cap Value Index Fund Admiral Shares Vanguard · Mutual fund Index | $395K | 2.4% |
| AB US Large Cap Growth CIT W Se Cl R AllianceBernstein · Collective trust | $387K | 2.3% |
| MFS International Diversification Fund R6 MFS (Sun Life) · Mutual fund | $371K | 2.3% |
| Guaranteed Interest Account Manager not matched · Insurance contract | $370K | 2.2% |
| Vanguard Value Index Fund Admiral Shares Vanguard · Mutual fund Index | $366K | 2.2% |
| AM1 International Equity Fund Class 1 Manager not matched · Collective trust | $326K | 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 |
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 |
|---|---|
| AddedPrudential Core Plus Bond Fund | $568K |
| DroppedPgim Total Return Bond Fund Class R6 | $494K |
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 |
|---|---|
EMPOWER ADVISORY GROUP, LLC4 years Filed as: EMPOWER ANNUITY INS CO. OF AMERICA Service code 64 · EIN 84-0467907 8515 E ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 Recordkeeping Fees | $71,314 |
Filed as: ONEDIGITAL INVESTMENT ADVISORS, LLC Service code 27 PO BOX 735399 · DALLAS, TX 75373-5399 Advisory (Plan) | $57,304 |
ALERUS FINANCIAL, N.A.3 years Filed as: ALERUS FINANCIAL NA Service code 13 PO BOX 6001 · GRAND FORKS, ND 58201 Contract Administrator | $13,157 |
Filed as: RESOURCES INVESTMENT ADVISORS, LLC Service code 28 4860 COLLEGE BLVD. STE. 100 · OVERLAND PARK, AZ 66211 Investment Management | $10,425 |
Service code 27 11101 SWITZER RD · OVERLAND PARK, KS 66210 Advisory (Plan) | $0 |
The auditor signed off without reservation. This is the cleanest opinion.
Plan features from the filing, actuarial disclosures and related pages.
7 feature codes on the 2025 filing.
Filed June 14, 2006.
This is a legacy paper filing. The plan administrator and contact details are only in the original filing. We have not converted them into data fields.
2 contacts
11 filings · 2015 to 2025