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.
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. Pro shows the percentile for each metric against plans of the same size and industry. Free for 7 days, then $49 a month.
Showing the 2025 filing, 1 of 10 years on record. Charts need 3 years.
9 more years of history are on Pro. Pro shows up to ten years of filings for this plan, year over year. Free for 7 days, then $49 a month.
$18K in admin expenses, $77 per participant (all participants, line 6f).
The funds on the plan's investment schedule and what changed since the prior filing.
12 funds of $250K or more, counting each target-date vintage; shown as 11 lines, holding $10.7M of the plan's $10.8M. Recordkeeper: Empower.
Target-date series: Vanguard Target Retirement, other, 77% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| Vanguard Target Retirement Vanguard · Insurance contract Target-date, 10 vintages | $8.3M | 77.2% |
| Vanguard 500 Index Fund Admiral Shares Vanguard · Insurance contract Index | $838K | 7.8% |
| Global Equity Portfolio - Institutional Class Dimensional · Insurance contract | $745K | 6.9% |
| Vanguard Small-Cap Index Fund Admiral Shares Vanguard · Insurance contract Index | $302K | 2.8% |
| Vanguard Mid-Cap Index Fund Admiral Shares Vanguard · Insurance contract Index | $282K | 2.6% |
| Vanguard LifeStrategy 60/40 Fund Investor Shares Vanguard · Insurance contract | $110K | 1.0% |
| Vanguard LifeStrategy 80/20 Fund Investor Shares Vanguard · Insurance contract | $98K | 0.9% |
| Vanguard Total International Stock Index Fund Admiral Shares Vanguard · Insurance contract Index | $27K | 0.2% |
| Vanguard Total International Bond Index Fund Admiral Shares Vanguard · Insurance contract Index | $24K | 0.2% |
| Empower Annuity Insurance Company of America Empower · Insurance contract Recordkeeper's own fund | $13K | 0.1% |
Added 1 fund.
| Fund | Year-end value |
|---|---|
| AddedGlobal Equity Portfolio - Institutional Class | $745K |
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.
1 more line in this lineup is on Pro. Pro shows every fund in this plan's lineup and every change since the prior filing. 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 2 by compensation.
| Provider | Compensation |
|---|---|
EMPOWER ADVISORY GROUP, LLC2 years Filed as: EMPOWER ANNUITY INSURANCE COMPANY Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 Recordkeeping Fees | $11,014 |
DWC ERISA CONSULTANTS LLC2 years Filed as: DWC ERISA CONSULTANTS, LLC D/B/A D Service code 13 · EIN 26-2091417 PO BOX 241267 · ST PAUL, MN 55124 Contract Administrator | $6,233 |
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