Filings through .
2 of 17 flags tripped on the 2025 filing.
Failed to transmit contributions
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Low participation
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll 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 3 years on record. Charts need 3 years.
Older filings: assets, participants, contributions and return for each year are on Pro.
2 more years of history are on Pro. Pro is free for 7 days and then costs $49 a month.
$64K in admin expenses, $147 per participant (all participants, line 6f).
This section lists the funds on the plan's investment schedule and what changed since the prior filing.
5 funds of $250K or more; 23 lines in all, holding $9.6M of the plan's $9.7M. Recordkeeper: Empower.
| Fund | Dollars | % of funds% |
|---|---|---|
| Indexselect Moderate 2035 Fund CL I Manager not matched · Collective trust | $3.0M | 30.9% |
| IndexSelect Moderate 2045 Fund CL I Manager not matched · Collective trust | $2.5M | 25.6% |
| IndexSelect Moderate 2055 Fund CL I Manager not matched · Collective trust | $1.5M | 16.1% |
| Variable Annuities Empower S&P 500 Index Separate Acct (IS) Empower · Insurance contract IndexRecordkeeper's own fund | $939K | 9.8% |
| Indexselect Moderate Retire Fund CL I Manager not matched · Collective trust | $512K | 5.3% |
| Fidelity Mid Cap Index Fund Fidelity (FMR) · Mutual fund Index | $189K | 2.0% |
| Indexselect Conservative 2035 Fund CL I Manager not matched · Collective trust | $153K | 1.6% |
| Large Cap Growth Fund III Fee Class I1 Manager not matched · Collective trust | $124K | 1.3% |
| Large CP Value I1 Manager not matched · Collective trust | $99K | 1.0% |
| Fidelity Small Cap Index Fund Fidelity (FMR) · Mutual fund Index | $96K | 1.0% |
| 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.
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 CMY OF AM Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 Recordkeeping Fees | $33,768 |
DP GROW LLC1 year Service code 27 3200 ROCKBRIDGE ST STE 300 · RICHMOND, VA 23230 Advisory (Plan) | $26,799 |
Filed as: THE ACTUARIAL CONSULTING GROUP Service code 13 1640 HUGUENOT RD · MIDLOTHIAN, VA 23113 Contract Administrator | $1,951 |
Service code 13 120 VANTIS STE 400 · ALISO VIEJO, CA 92656-2689 Contract Administrator | $1,055 |
Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 Investment Management | $825 |
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
3 filings · 2023 to 2025