Filings through .
2 of 18 flags tripped on the 2025 filing.
High fees
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Few collective trusts
0% of fund dollars in collective trusts, which often cost less than the same strategy as a mutual fund.
How this plan compares with plans of the same size, type and industry, and how it moved year over year.
Each metric ranked against plans of the same size, type and industry.
Peer percentiles for 6 metrics are on Pro. Free for 7 days, then $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. Free for 7 days, then $49 a month.
$84K in admin expenses, $571 per participant (all participants, line 6f).
The funds on the plan's investment schedule and what changed since the prior filing.
17 funds of $250K or more; 23 lines in all, holding $14.7M of the plan's $14.8M. Recordkeeper: Empower.
Target-date series: Vanguard Target Retirement, mutual fund, 26% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| Vanguard Target Retirement Vanguard · Mutual fund Target-date, 11 vintages | $3.9M | 26.4% |
| Vanguard 500 Index Fund Admiral Shares Vanguard · Mutual fund Index | $2.0M | 13.6% |
| T. Rowe Price Blue Chip Growth Fund, Inc. T. Rowe Price Blue Chip Growth Fund-I Class T. Rowe Price · Mutual fund | $1.6M | 10.6% |
| Putnam Dynamic Asset Allocation Growth Fund Class R6 Franklin Templeton · Mutual fund | $1.1M | 7.5% |
| Dodge & Cox Stock Fund Class I Dodge & Cox · Mutual fund | $1.1M | 7.4% |
| Putnam Dynamic Asset Allocation Con R6 Franklin Templeton · Mutual fund | $753K | 5.1% |
| U.S. Small Cap Value Portfolio - Institutional Class Dimensional · Mutual fund | $609K | 4.1% |
| Vanguard Total International Stock Index Fund Admiral Shares Vanguard · Mutual fund Index | $585K | 4.0% |
| NEW Perspective Fund Class R-6 Capital Group · Mutual fund | $548K | 3.7% |
| Victory Sycamore Established Value Fund Class R6 Victory Capital · Mutual fund | $330K | 2.2% |
| 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 |
13 more funds in this lineup: name, manager, vehicle, dollars and share are on Pro.
No lineup changes between the 2024 and 2025 filings.
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, not money moved.
13 more lines in this lineup are on Pro. Free for 7 days, then $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.
Who is paid to serve the plan, who audits it, and who signs the filing.
Top 4 by compensation.
| Provider | Compensation |
|---|---|
Service code 27 4340 REDWOOD HWY · SAN RAFAEL, CA 94903 Advisory (Plan) | $28,064 |
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 | $22,256 |
EMPOWER ADVISORY GROUP, LLC4 years Filed as: EMPOWER ADVISORY GROUP LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 Investment Management | $4,212 |
THE RETIREMENT ADVANTAGE INC5 years Service code 13 101 E GRAND AVENUE · PORT WASHINGTON, WI 53074 Contract Administrator | $2,625 |
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.
2 contacts
11 filings · 2015 to 2025