Filings through .
No flags tripped on the 2025 filing.
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.
$16K in admin expenses, $121 per participant (all participants, line 6f).
This section lists the funds on the plan's investment schedule and what changed since the prior filing.
8 funds of $250K or more; 22 lines in all, holding $6.4M of the plan's $6.6M. Recordkeeper: Empower.
Target-date series: Principal LifeTime, collective trust, 23% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| Principal LifeTime Principal · Collective trust Target-date, 12 vintages | $1.4M | 22.7% |
| Guaranteed Interest Account Manager not matched · Insurance contract | $905K | 14.2% |
| Vanguard 500 Index Fund Admiral Shares Vanguard · Mutual fund Index | $673K | 10.6% |
| Vanguard Equity Income Fund Admiral Shares Vanguard · Mutual fund | $473K | 7.4% |
| Dodge & Cox International Stock Fund Class I Dodge & Cox · Mutual fund | $431K | 6.8% |
| AMG Yacktman Fund Class I Affiliated Managers Group · Mutual fund | $366K | 5.7% |
| DoubleLine Core Fixed Income Fund Class N DoubleLine · Mutual fund | $356K | 5.6% |
| AB Large CAP Growth Fund INC Class I AllianceBernstein · Mutual fund | $326K | 5.1% |
| Eupac Fund Class R-4 Capital Group · Mutual fund | $245K | 3.9% |
| NEW World Fund INC Class R-5E Capital Group · Mutual fund | $185K | 2.9% |
| 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 |
12 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.
12 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 |
|---|---|
ROEHL & YI INVESTMENT ADVISORS LLC10+ years Service code 27 PO BOX 11810 · EUGENE, OR 97440 Advisory (Plan) | $11,425 |
EMPOWER ADVISORY GROUP, LLC4 years Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 Investment Management | $4,655 |
EMPOWER ADVISORY GROUP, LLC2 years Filed as: EMPOWER ANNUITY INSURANCE COMPANY O Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 Recordkeeping Fees | $0 |
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.
3 contacts
11 filings · 2015 to 2025