Filings through .
2 of 18 flags tripped on the 2025 filing.
High fees
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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.
$255K in admin expenses, $440 per participant (all participants, line 6f).
This section lists the funds on the plan's investment schedule and what changed since the prior filing.
24 funds of $250K or more, counting each target-date vintage; shown as 18 lines, holding $55.6M of the plan's $69.0M. Recordkeeper: Empower.
Target-date series: American Funds Target Date, mutual fund, 23% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| American Funds Target Date Capital Group · Mutual fund Target-date, 11 vintages | $12.7M | 22.8% |
| Growth Fund OF America Capital Group · Mutual fund | $6.0M | 10.8% |
| American Funds Fundamental Investors Capital Group · Mutual fund | $5.3M | 9.5% |
| American Funds Capital Group · Mutual fund | $5.3M | 9.5% |
| American Balanced Fund Capital Group · Mutual fund | $4.9M | 8.8% |
| U.S. Small Cap Portfolio Dimensional · Mutual fund | $3.6M | 6.5% |
| Eupac Fund Capital Group · Mutual fund | $3.0M | 5.3% |
| Capital Income Builder Capital Group · Mutual fund | $2.7M | 4.9% |
| International Growth and Income Fund Capital Group · Mutual fund | $2.5M | 4.5% |
| Dodge & Cox Dodge & Cox · Mutual fund | $1.8M | 3.2% |
| 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 |
8 more funds in this lineup: name, manager, vehicle, dollars and share are on Pro.
8 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 4 by compensation.
| Provider | Compensation |
|---|---|
FIRST PACIFIC ADVISORS, LLC8 years Filed as: FIRST PACIFIC FINANCIAL INC Service code 27 610 ESTHER ST SUITE 100 · VANCOUVER, WA 98660 Advisory (Plan) | $137,860 |
EMPOWER ADVISORY GROUP, LLC4 years Filed as: EMPOWER ANNUITY INSURANCE COMPANY Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 Recordkeeping Fees | $77,191 |
PENSION PLAN SPECIALISTS, PC8 years Service code 13 805 BROADWAY SUITE 600 · VANCOUVER, WA 98660 Contract Administrator | $27,401 |
EMPOWER ADVISORY GROUP, LLC4 years Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 Investment Management | $13,551 |
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.
2 contacts
10 filings · 2016 to 2025