Filings through .
3 of 18 flags tripped on the 2025 filing.
Failed to transmit contributions
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Corrective distributions
Plan reported corrective distributions (failed ADP/ACP testing).
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 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.
$158K in admin expenses, $153 per participant (all participants, line 6f).
This section lists the funds on the plan's investment schedule and what changed since the prior filing.
17 funds of $250K or more; 29 lines in all, holding $28.7M of the plan's $29.1M. Recordkeeper: Empower.
| Fund | Dollars | % of funds% |
|---|---|---|
| 1LINKX Manager not matched · Other | $4.8M | 16.8% |
| Fxaix Manager not matched · Other | $3.9M | 13.7% |
| 1LIHKX Manager not matched · Other | $2.9M | 10.1% |
| 1LIKKX Manager not matched · Other | $2.7M | 9.4% |
| 1LIRKX Manager not matched · Other | $2.5M | 8.8% |
| 1LIVKX Manager not matched · Other | $1.9M | 6.6% |
| 1LIPKX Manager not matched · Other | $1.8M | 6.4% |
| 1LIJKX Manager not matched · Other | $1.2M | 4.4% |
| 1LIZKX Manager not matched · Other | $1.1M | 3.8% |
| Vtmgx Manager not matched · Other | $1.1M | 3.7% |
| 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 |
19 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.
19 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 |
|---|---|
Service code 27 24 E COTA ST STE 200 · SANTA BARBARA, CA 93101 Advisory (Plan) | $85,587 |
EMPOWER ADVISORY GROUP, LLC3+ years Filed as: EMPOWER ANNUITY INSURANCE COMPANY O Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 Recordkeeping Fees | $67,736 |
Filed as: CBIZ CPAS P.C. Service code 10 · EIN 43-1947695 Accounting | $4,400 |
The auditor signed off without reservation. This is the cleanest opinion.
Plan features from the filing, actuarial disclosures and related pages.
10 feature codes on the 2025 filing.
2 contacts
3 filings · 2023 to 2025