Filings through .
1 of 17 flags tripped on the 2025 filing.
High retiree %
Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
How this plan compares with plans of the same size, type and industry, and how it moved year over year.
Each metric ranked against plans of the same size, type and industry.
Peer percentiles for 6 metrics are on Pro. Free for 7 days, then $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. Free for 7 days, then $49 a month.
$46K in admin expenses, $210 per participant (all participants, line 6f).
The funds on the plan's investment schedule and what changed since the prior filing.
23 funds of $250K or more, counting each target-date vintage; shown as 19 lines, holding $27.4M of the plan's $27.6M. Recordkeeper: Empower.
Target-date series: T. Rowe Price Retirement, collective trust, 35% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| T. Rowe Price Retirement T. Rowe Price · Collective trust Target-date, 12 vintages | $9.6M | 35.2% |
| Large Cap Growth / Jennison Fund Prudential (PGIM) · Separate account | $3.0M | 10.9% |
| Empower S&P 500 Index Separate Acct (IS) Empower · Separate account IndexRecordkeeper's own fund | $2.3M | 8.3% |
| NT Collective Russell 2000 Indx DC NL CT Northern Trust · Collective trust Index | $1.7M | 6.1% |
| MFS International Equity CIT Class CT MFS (Sun Life) · Collective trust | $1.4M | 5.3% |
| EI Fixed Account - Series Class III Manager not matched · Insurance contract | $1.3M | 4.6% |
| Mng Boston Partners Mid-Cap Value Fund Boston Partners · Separate account | $1.1M | 4.0% |
| Northern Collective ACWI ex US IMI DC NL CT N/R Northern Trust · Collective trust | $1.0M | 3.8% |
| NT Collective S&P 400 Index DC NL CT Northern Trust · Collective trust Index | $1.0M | 3.7% |
| American Funds Washington Mutual R6 Capital Group · Mutual fund | $903K | 3.3% |
| 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 |
9 more funds in this lineup: name, manager, vehicle, dollars and share are on Pro.
Added 2 funds, dropped 2 funds, likely replaced 6 funds. Moved to another target-date series. Changed share class on 1 fund. Changed vehicle on 2 funds.
| Fund | Year-end value |
|---|---|
| Target-date switchFidelity Freedom Blend 2035 Trust to T. Rowe Price Retirement 2035 Trust | $7.8M to $9.6M |
| Other vehicle moveJennison Large Cap Growth to Large Cap Growth / Jennison Fundcollective trust to separate account | $2.5M to $3.0M |
| ReplacedHighVanguard Institutional Index Fund Institutional Plus Shares to Empower S&P 500 Index Separate Acct (IS) | $1.8M to $2.3M |
Stable value and insurance contract lines, renames and class changes are not counted. Left out here: 1 rename.
Changes of at least $250K and 0.1% of the plan between the 2024 and 2025 filings. Values are year-end holdings, not money moved.
9 more lines and 11 more changes in this lineup are on Pro. Free for 7 days, then $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.
Who is paid to serve the plan, who audits it, and who signs the filing.
Top 3 by compensation.
| Provider | Compensation |
|---|---|
ACEC RETIREMENT TRUST7 years Service code 99 1510 WOODSTOCK RD · ROSWELL, GA 30075-2132 Other Fees | $36,065 |
EMPOWER ADVISORY GROUP, LLC4 years Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 Investment Management | $7,438 |
EMPOWER ADVISORY GROUP, LLC4 years Filed as: EMPOWER ANNUITY INSURANCE COMPANY O Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 Recordkeeping Fees | $2,618 |
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.
2 contacts
11 filings · 2015 to 2025