Filings through .
1 of 17 flags tripped on the 2025 filing.
Failed to transmit contributions
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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.
Fewer than 3 years of filings on record. Charts show once 3 consecutive filings are on file.
$85K in admin expenses, $128 per participant (all participants, line 6f).
This section lists the funds on the plan's investment schedule and what changed since the prior filing.
13 funds of $250K or more; 14 lines in all, holding $11.9M of the plan's $12.1M. Recordkeeper: Empower.
Target-date series: Vanguard Target Retirement, mutual fund, 63% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| Vanguard Target Retirement Vanguard · Mutual fund Target-date, 10 vintages | $7.5M | 62.9% |
| NT S&P 500-Non-Lending; Tier CT Northern Trust · Collective trust Index | $1.7M | 14.4% |
| JPMorgan Large Cap Growth Fund Class R6 JPMorgan · Mutual fund | $639K | 5.4% |
| Northern Trust Collective ACWI EX US IMI DC - Non-Lending - CT Northern Trust · Collective trust | $552K | 4.7% |
| Great Gray Trust EuroPacific Growth Class CT Capital Group · Collective trust | $396K | 3.3% |
| Northern Trust Collective Aggregate Bond - Non-Lending - Tier CT Northern Trust · Collective trust | $279K | 2.4% |
| Galliard Stable Return Fund E Allspring · Mutual fund | $240K | 2.0% |
| MFS Mid Cap Value Fund CT MFS (Sun Life) · Collective trust | $177K | 1.5% |
| Northern EXT EQ DC Non-Lending CT Northern Trust · Collective trust | $136K | 1.1% |
| SmallCap Value Fund II R-6 Principal · Mutual fund | $123K | 1.0% |
| 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 |
4 more funds in this lineup: name, manager, vehicle, dollars and share are on Pro.
Added 1 fund, dropped 1 fund.
| Fund | Year-end value |
|---|---|
| AddedNorthern Trust Collective ACWI EX US IMI DC - Non-Lending - CT | $552K |
| DroppedNorthern Trust Collective All Country World ex-US Investable Market Index Fund - DC - Non-Lending - Tier 4 | $455K |
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.
4 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 2 by compensation.
| Provider | Compensation |
|---|---|
EMPOWER ADVISORY GROUP, LLC2+ years Filed as: EMPOWER ANNUITY INSURANCE COMPANY Service code 15 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 Recordkeeping | $74,155 |
Service code 28 8515 EAST ORCHARD ROAD · GREENWOD VILLAGE, CO 80111 Investment Management | $11,282 |
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
2 filings · 2024 to 2025