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 10 years on record. Charts need 3 years.
Older filings: assets, participants, contributions and return for each year are on Pro.
9 more years of history are on Pro. Pro is free for 7 days and then costs $49 a month.
$50K in admin expenses, $65 per participant (all participants, line 6f).
This section lists the funds on the plan's investment schedule and what changed since the prior filing.
32 funds of $250K or more, counting each target-date vintage; shown as 23 lines, holding $65.2M of the plan's $66.3M. Recordkeeper: Empower.
Target-date series: Vanguard Target Retirement, mutual fund, 31% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| Vanguard Target Retirement Vanguard · Mutual fund Target-date, 12 vintages | $20.3M | 31.1% |
| Fidelity 500 Index Fund Fidelity (FMR) · Mutual fund Index | $6.9M | 10.6% |
| Dodge & Cox Stock Fund Dodge & Cox · Mutual fund | $6.5M | 10.0% |
| Baird Aggregate Bond Fund Baird · Mutual fund | $3.3M | 5.1% |
| Empower Guaranteed Interest Account Empower · Insurance contract Recordkeeper's own fund | $2.6M | 4.0% |
| Vanguard Developed Markets Index Fund Admiral Shares Vanguard · Mutual fund Index | $2.6M | 4.0% |
| Dodge & Cox Balanced Fund Dodge & Cox · Mutual fund | $2.6M | 3.9% |
| Fidelity Advisor Equity Growth Fund Fidelity (FMR) · Mutual fund | $2.5M | 3.9% |
| Growth Fund OF America Capital Group · Mutual fund | $2.5M | 3.8% |
| Empower T. Rowe Price Mid Cap Growth Fund T. Rowe Price · Mutual fund | $2.0M | 3.1% |
| 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.
Added 1 fund, dropped 2 funds, likely replaced 1 fund.
| Fund | Year-end value |
|---|---|
| AddedVanguard Developed Markets Index Fund Admiral Shares | $2.6M |
| DroppedFocused International Growth Fund | $936K |
| DroppedVanguard International Growth Fund Investor Shares | $719K |
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.
13 more lines and 1 more change 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 |
|---|---|
EMPOWER ADVISORY GROUP, LLC4 years Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 Investment Management | $41,068 |
EMPOWER ADVISORY GROUP, LLC4 years Filed as: EMPOWER ANNUITY INSURANCE COMPANY Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 Recordkeeping Fees | $22,749 |
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
11 filings · 2015 to 2025