Filings through .
5 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).
Low participant contribution
Participant contribution per participant is in the bottom quintile of the peer cohort.
Low employer contribution
Employer contribution per participant is in the bottom quintile of the peer cohort.
Low assets / participant
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Few collective trusts
2% 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.
$20K in admin expenses, $67 per participant (all participants, line 6f).
This section lists the funds on the plan's investment schedule and what changed since the prior filing.
6 funds of $250K or more; 17 lines in all, holding $4.1M of the plan's $4.2M. Recordkeeper: Empower.
Target-date series: Fidelity Freedom Index, mutual fund, 53% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| Fidelity Freedom Index Fidelity (FMR) · Mutual fund Target-date, 9 vintages | $2.1M | 52.7% |
| American Funds American Mutual R6 Capital Group · Mutual fund | $494K | 12.1% |
| Stable Value Fund Manager not matched · Insurance contract | $369K | 9.1% |
| Fidelity Large Cap Growth Index Fund Fidelity (FMR) · Mutual fund Index | $278K | 6.8% |
| JPMorgan Core Bond Fund Class R6 JPMorgan · Mutual fund | $154K | 3.8% |
| Fidelity Mid Cap Growth Index Fund Fidelity (FMR) · Mutual fund Index | $151K | 3.7% |
| PIMCO Real Resturn Instl PIMCO (Allianz) · Mutual fund | $79K | 1.9% |
| American Funds American Hi Inc Trust R6 Capital Group · Collective trust | $77K | 1.9% |
| Fidelity 500 Index Fund Fidelity (FMR) · Mutual fund Index | $75K | 1.8% |
| Fidelity International Index Fund Fidelity (FMR) · Mutual fund Index | $49K | 1.2% |
| 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 |
7 more funds in this lineup: name, manager, vehicle, dollars and share are on Pro.
7 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 |
|---|---|
Service code 27 PO BOX 735399 · DALLAS, TX 75373-5399 Advisory (Plan) | $12,553 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY O Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 Recordkeeping Fees | $5,485 |
OSAIC WEALTH INC1 year Service code 99 10 EXCHANGE PLACE STE 1410 · JERSEY CITY, NJ 07302 Other Fees | $2,154 |
Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 Investment Management | $306 |
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
3 filings · 2023 to 2025