Filings through .
3 of 18 flags tripped on the 2025 filing.
Low fidelity bond
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
Low employer contribution
Employer contribution per participant is in the bottom quintile of the peer cohort.
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.
$68K in admin expenses, $274 per participant (all participants, line 6f).
This section lists the funds on the plan's investment schedule and what changed since the prior filing.
10 funds of $250K or more; 27 lines in all, holding $8.4M of the plan's $8.8M. Recordkeeper: Empower.
Target-date series: BlackRock LifePath Index, mutual fund, 25% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| BlackRock LifePath Index BlackRock · Mutual fund Target-date, 5 vintages | $2.1M | 25.4% |
| Vanguard Balanced Index Fund Admiral Shares Vanguard · Mutual fund Index | $1.8M | 21.1% |
| Fully benefit-responsive investment Key Guaranteed Portfolio Fund Manager not matched · Insurance contract | $925K | 11.0% |
| Vanguard Intermediate-Term Bond Index Fund Admiral Shares Vanguard · Mutual fund Index | $620K | 7.4% |
| Vanguard Short-Term Inflation-Protected Securities Index Fund Admiral Shares Vanguard · Mutual fund Index | $528K | 6.3% |
| iShares MSCI EAFE International Index Fund BlackRock · ETF Index | $473K | 5.6% |
| iShares S&P 500 Index Fund BlackRock · ETF Index | $271K | 3.2% |
| Nuveen Large Cap Growth Index Fund TIAA (Nuveen) · Mutual fund Index | $184K | 2.2% |
| Blackrock Emerging Markets Fund, Inc. BlackRock · Mutual fund | $146K | 1.7% |
| Vanguard Small-Cap Value Index Fund Admiral Shares Vanguard · Mutual fund Index | $133K | 1.6% |
| 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 |
17 more funds in this lineup: name, manager, vehicle, dollars and share are on Pro.
Added 1 fund, dropped 1 fund.
| Fund | Year-end value |
|---|---|
| AddedVanguard Balanced Index Fund Admiral Shares | $1.8M |
| Droppedmaturity value Vanguard Balanced Index Fund | $887K |
Stable value and insurance contract lines, renames and class changes are not counted. Left out here: 1 stable value or insurance line.
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.
17 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 |
|---|---|
EMPOWER ADVISORY GROUP, LLC4 years Filed as: EMPOWER ANNUNITY INSURANCE CO.OF AM Service code 64 · EIN 84-1631634 8515 EAST ORCHARD · GREENWOOD VILLAGE, CO 80112 Recordkeeping Fees | $34,804 |
EMPOWER ADVISORY GROUP, LLC4 years Filed as: EMPOWER ADVISORY GROUP LLC Service code 28 · EIN 84-1532243 8515 EAST ORCAHD ROAD · GREENWOOD VILLAGE, CO 80112 Investment Management | $21,887 |
Service code 27 · EIN 91-1325756 6800 DEER LAKE DR E FL 1 · JACKSONVILLE, FL 32246 Advisory (Plan) | $14,631 |
OSBORNE & ASSOCIATES, INC.6 years Service code 13 · EIN 77-0573145 4216 KIERNAN AVE., SUITE 203 · MODESTO, CA 95356 Contract Administrator | $8,350 |
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.
3 contacts
11 filings · 2015 to 2025