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 6 years on record. Charts need 3 years.
Older filings: assets, participants, contributions and return for each year are on Pro.
5 more years of history are on Pro. Pro is free for 7 days and then costs $49 a month.
$25K in admin expenses, $174 per participant (all participants, line 6f).
This section lists the funds on the plan's investment schedule and what changed since the prior filing.
6 funds of $250K or more; 19 lines in all, holding $3.3M of the plan's $3.4M. Recordkeeper: Empower.
Target-date series: BlackRock LifePath Index, collective trust, 76% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| BlackRock LifePath Index BlackRock · Collective trust Target-date, 7 vintages | $2.5M | 76.3% |
| Fidelity 500 Index Fund Fidelity (FMR) · Mutual fund Index | $494K | 14.8% |
| BlackRock LifePath Index Retire K BlackRock · Collective trust Index | $92K | 2.7% |
| PIMCO RAE US Small Fund Inst’l Class PIMCO (Allianz) · Mutual fund | $56K | 1.7% |
| Fidelity Small Cap Index Fund Fidelity (FMR) · Mutual fund Index | $48K | 1.4% |
| Empower Fixed Account - Series Class I Empower · Insurance contract Recordkeeper's own fund | $26K | 0.8% |
| JPMorgan Large Cap Growth Fund Class R6 JPMorgan · Mutual fund | $19K | 0.6% |
| Company Fidelity Investments Fidelity Mid Cp Index Fund Fidelity (FMR) · Mutual fund Index | $12K | 0.4% |
| PIMCO StocksPLUS International Fund (U.S. Dollar-Hedged) Institutional PIMCO (Allianz) · Mutual fund | $10K | 0.3% |
| Putnam Large CAP Value Fund Class R6 Franklin Templeton · Mutual fund | $9K | 0.3% |
| 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 |
9 more funds in this lineup: name, manager, vehicle, dollars and share are on Pro.
9 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 3 by compensation.
| Provider | Compensation |
|---|---|
Filed as: EMPOWER ANNUITY INSURANCE COMPANY O Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 Recordkeeping Fees | $15,386 |
Service code 27 PO BOX 735399 · DALLAS, TX 75373-5399 Advisory (Plan) | $9,741 |
Filed as: RESOURCES INVESTMENT ADVISORS, LLC Service code 28 4860 COLLEGE BLVD · OVERLAND PARK, KS 66211 Investment Management | $92 |
The auditor signed off without reservation. This is the cleanest opinion.
Plan features from the filing, actuarial disclosures and related pages.
8 feature codes on the 2025 filing.
3 contacts
6 filings · 2020 to 2025