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.
$216K in admin expenses, $99 per participant (all participants, line 6f).
This section lists the funds on the plan's investment schedule and what changed since the prior filing.
29 funds of $250K or more, counting each target-date vintage; shown as 21 lines, holding $204M of the plan's $211M. Recordkeeper: Empower.
Target-date series: Vanguard Target Retirement, collective trust, 70% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| Vanguard Target Retirement Vanguard · Collective trust Target-date, 11 vintages | $123M | 60.2% |
| Vanguard Target Retirement Vanguard · Mutual fund Target-date, 1 vintage | $19.5M | 9.6% |
| MFS Growth Fund R6 MFS (Sun Life) · Mutual fund | $9.6M | 4.7% |
| Empower Guaranteed Income Fund Empower · Insurance contract Recordkeeper's own fund | $7.8M | 3.8% |
| Vanguard Total International Stock Index Fund Admiral Shares Vanguard · Mutual fund Index | $7.5M | 3.7% |
| Putnam Large Cap Value IA Franklin Templeton · Collective trust | $5.8M | 2.9% |
| Vanguard Small-Cap Index Fund Admiral Shares Vanguard · Mutual fund Index | $5.4M | 2.7% |
| Eupac Fund Class R-6 Capital Group · Mutual fund | $5.2M | 2.6% |
| Vanguard Mid-Cap Index Fund Admiral Shares Vanguard · Mutual fund Index | $4.0M | 2.0% |
| Vanguard Total Bond Index Fund Vanguard · Mutual fund Index | $3.2M | 1.5% |
| 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 |
11 more funds in this lineup: name, manager, vehicle, dollars and share are on Pro.
Added 6 funds, dropped 6 funds. Changed share class on 3 funds.
| Fund | Year-end value |
|---|---|
| Share class changeVanguard Target Retirement 2045 Fund Investor Shares to Vanguard Institutional Target Retirement Income Fund Institutional Shares | $99.4M to $19.5M |
| DroppedVanguard Institutional Index Fund Institutional Shares | $16.3M |
| Share class changeVanguard Total International Stock Index Fund Institutional Shares to Vanguard Total International Stock Index Fund Admiral Shares | $5.8M to $7.5M |
Stable value and insurance contract lines, renames and class changes are not counted. Left out here: 1 stable value or insurance line, 2 renames.
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.
11 more lines and 12 more changes 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 |
|---|---|
EMPOWER ADVISORY GROUP, LLC2 years Filed as: EMPOWER ANNUITY INSURANCE COMPANY Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 Recordkeeping Fees | $177,788 |
SAGEVIEW ADVISORY GROUP, LLC8 years Filed as: SAGEVIEW ADVISORY GROUP LLC Service code 27 1920 MAIN ST STE 800 · IRVINE, CA 92614 Advisory (Plan) | $38,000 |
Filed as: EMPOWER FINANCIAL SERVICES, INC. Service code 59 8515 E ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 Shareholder Servicing | $10 |
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