Filings through .
2 of 17 flags tripped on the 2025 filing.
Low fidelity bond
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
Low assets / participant
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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.
$33K in admin expenses, $99 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; 23 lines in all, holding $2.7M of the plan's $2.8M. Recordkeeper: Empower.
| Fund | Dollars | % of funds% |
|---|---|---|
| IndexSelect Moderate 2055 Fund CL I Manager not matched · Collective trust | $608K | 22.8% |
| Fidelity Total Market Index Fund Fidelity (FMR) · Mutual fund Index | $364K | 13.7% |
| Indexselect Moderate 2035 Fund CL I Manager not matched · Collective trust | $285K | 10.7% |
| IndexSelect Moderate 2045 Fund CL I Manager not matched · Collective trust | $269K | 10.1% |
| Indexselect Moderate Retire Fund CL I Manager not matched · Collective trust | $186K | 7.0% |
| MFS Research International Fund R6 MFS (Sun Life) · Mutual fund | $181K | 6.8% |
| JPMorgan Emerging Markets Equity Fund Class R6 JPMorgan · Mutual fund | $148K | 5.6% |
| Large Cap Value Fund Class R1 Manager not matched · Collective trust | $137K | 5.1% |
| American Funds Bond Fund of Amer R6 Capital Group · Mutual fund | $93K | 3.5% |
| Fidelity Small Cap Index Fund Fidelity (FMR) · Mutual fund Index | $85K | 3.2% |
| 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. They do not show money moved.
13 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 |
|---|---|
Filed as: EMPOWER ANNUITY INSURANCE COMPANY O Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 Recordkeeping Fees | $12,771 |
Filed as: PENSION PLANNING CONSULTANTS INC Service code 13 6201 UPTOWN BLVD NE STE 100 · ALBUQUERQUE, NM 87110 Contract Administrator | $5,898 |
EMPOWER ADVISORY GROUP, LLC4 years Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 Investment Management | $5,798 |
OSAIC WEALTH INC1 year Service code 27 10 EXCHANGE PLACE STE 1410 · JERSEY CITY, NJ 07302 Advisory (Plan) | $5,608 |
Filed as: CAMBRIDGE INVESTMENT RESEARCH INC Service code 27 1776 PLEASANT PLAIN RD · FAIRFIELD, IA 52556 Advisory (Plan) | $4,748 |
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
5 filings · 2021 to 2025