Filings through .
1 of 17 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.)
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 5 years on record. Charts need 3 years.
Older filings: assets, participants, contributions and return for each year are on Pro.
4 more years of history are on Pro. Pro is free for 7 days and then costs $49 a month.
$134K in admin expenses, $401 per participant (all participants, line 6f).
This section lists the funds on the plan's investment schedule and what changed since the prior filing.
27 funds of $250K or more; 42 lines in all, holding $37.3M of the plan's $37.4M. Recordkeeper: Empower.
| Fund | Dollars | % of funds% |
|---|---|---|
| Great Gray Trust American Funds 2035 Capital Group · Collective trust | $4.2M | 11.3% |
| Great Gray Trust American Funds 2045 Capital Group · Collective trust | $3.7M | 10.0% |
| Empower S&P 500 Index Separate Accnt Empower · Separate account IndexRecordkeeper's own fund | $2.9M | 7.8% |
| Great Gray Trust American Funds 2030 Capital Group · Collective trust | $2.5M | 6.7% |
| Great Gray Trust American Funds 2060 Capital Group · Collective trust | $2.2M | 5.9% |
| Great Gray Trust American Funds 2050 Capital Group · Collective trust | $2.2M | 5.8% |
| Great Gray Trust American Funds 2015 Capital Group · Collective trust | $1.8M | 4.9% |
| Great Gray Trust American Funds 2055 Capital Group · Collective trust | $1.8M | 4.8% |
| Great Gray Trust American Funds 2040 Capital Group · Collective trust | $1.7M | 4.6% |
| JPMorgan Growth Advantage Fund JPMorgan · Mutual fund | $1.4M | 3.9% |
| 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 |
32 more funds in this lineup: name, manager, vehicle, dollars and share are on Pro.
Dropped 1 fund, likely replaced 2 funds.
| Fund | Year-end value |
|---|---|
| ReplacedHighVanguard 500 Index Fund Admiral Shares to Empower S&P 500 Index Separate Accnt | $2.3M to $2.9M |
| ReplacedHighVanguard International Growth Fund Admiral Shares to Fidelity International Capital Appreciation Fund | $494K to $629K |
| DroppedJHancock Bond | $271K |
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.
32 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 4 by compensation.
| Provider | Compensation |
|---|---|
Filed as: RAYMOND JAMES Service code 27 880 CARILLON PARKWAY · ST. PETERSBURG, FL 33716 Advisory (Plan) | $65,548 |
Filed as: PA RETIREMENT SOLUTIONS INC Service code 13 1110 N MOUNTAIN ROAD · HARRISBURG, PA 17112 Contract Administrator | $44,611 |
EMPOWER ADVISORY GROUP, LLC2 years Filed as: EMPOWER ANNUITY INS CO OF AMERICA Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 Recordkeeping Fees | $23,068 |
EMPOWER ADVISORY GROUP, LLC2 years Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 Investment Management | $1,185 |
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
5 filings · 2021 to 2025