Filings through .
1 of 18 flags tripped on the 2025 filing.
Few collective trusts
0% of fund dollars in collective trusts, which often cost less than the same strategy as a mutual fund.
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.
$2K in admin expenses, $13 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; 11 lines in all, holding $8.6M of the plan's $8.6M. Recordkeeper: Ascensus.
| Fund | Dollars | % of funds% |
|---|---|---|
| Vanguard Institutional Index Institutional (Ivinix) Vanguard · Mutual fund Index | $2.3M | 26.5% |
| Guaranteed Income Fund (Incfaci) Empower · Insurance contract | $1.8M | 20.8% |
| Vanguard Total International Stock Index Institutional (IV Vanguard · Mutual fund Index | $1.6M | 19.3% |
| Core Plus Bond / Pgim Fund (IP Prudential (PGIM) · Mutual fund | $1.2M | 14.1% |
| Vanguard Mid Cap Index Institutional (Ivmcix) Vanguard · Mutual fund Index | $681K | 8.0% |
| Vanguard Small Cap Index Institutional (Ivscix) Vanguard · Mutual fund Index | $672K | 7.9% |
| American Century Large Cap Growth III Fund (IP American Century · Mutual fund | $153K | 1.8% |
| JPMorgan Small Cap Growth R6 (Ijgsmx) JPMorgan · Mutual fund | $59K | 0.7% |
| Columbia Dividend Value (IP Ameriprise (Columbia Threadneedle) · Mutual fund | $53K | 0.6% |
| Small Cap Value / Victory Fund (IP Victory Capital · Separate account | $18K | 0.2% |
| Fund | Manager | Vehicle | Dollars | % of funds |
|---|---|---|---|---|
| Name available on Pro | Dollar amount available on Pro | Percentage available on Pro |
1 more fund in this lineup: name, manager, vehicle, dollars and share are on Pro.
Added 4 funds, dropped 2 funds.
| Fund | Year-end value |
|---|---|
| DroppedVanguard Target Retirement 2025 Fund Investor Shares | $5.1M |
| AddedVanguard Total International Stock Index Institutional (IV | $1.6M |
| AddedCore Plus Bond / Pgim Fund (IP | $1.2M |
Stable value and insurance contract lines, renames and class changes are not counted. Left out here: 1 stable value or insurance line.
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.
1 more line and 3 more changes 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 2 by compensation.
| Provider | Compensation |
|---|---|
ASCENSUS LLC2 years Service code 15 · EIN 11-3665754 Recordkeeping | $1,016 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY O Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 Recordkeeping Fees | $619 |
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
5 filings · 2021 to 2025