Filings through .
2 of 18 flags tripped on the 2025 filing.
High fees
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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.
$89K in admin expenses, $540 per participant (all participants, line 6f).
This section lists the funds on the plan's investment schedule and what changed since the prior filing.
15 funds of $250K or more; 23 lines in all, holding $17.5M of the plan's $17.3M. Recordkeeper: Empower.
Target-date series: Vanguard Target Retirement, mutual fund, 65% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| Vanguard Target Retirement Vanguard · Mutual fund Target-date, 11 vintages | $11.4M | 65.3% |
| Vanguard Growth Index Fund Investor Shares Vanguard · Mutual fund Index | $1.3M | 7.4% |
| Fidelity 500 Index Fund Fidelity (FMR) · Mutual fund Index | $1.0M | 6.0% |
| Vanguard Total International Stock Index Fund Investor Shares Vanguard · Mutual fund Index | $735K | 4.2% |
| Vanguard Mid-Cap Growth Index Fund Investor Shares Vanguard · Mutual fund Index | $470K | 2.7% |
| Vanguard Total Bond Market Index Fund Investor Shares Vanguard · Mutual fund Index | $427K | 2.4% |
| Vanguard Value Index Fund Investor Shares Vanguard · Mutual fund Index | $371K | 2.1% |
| Vanguard Small-Cap Index Fund Investor Shares Vanguard · Mutual fund Index | $371K | 2.1% |
| Vanguard Mid-Cap Value Index Fund Investor Shares Vanguard · Mutual fund Index | $335K | 1.9% |
| Current Investments AB Large Cap Growth Fund Manager not matched · Mutual fund | $227K | 1.3% |
| 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 |
13 more funds in this lineup: name, manager, vehicle, dollars and share are on Pro.
13 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 |
|---|---|
SAGEVIEW ADVISORY GROUP, LLC4 years Service code 27 1920 MAIN ST STE 800 · IRVINE, CA 92614 Advisory (Plan) | $35,356 |
EMPOWER ADVISORY GROUP, LLC4 years Filed as: EMPOWER ANNUITY INSURANCE COMPANY Service code 64 · EIN 84-0467907 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 Recordkeeping Fees | $25,784 |
ASCENSUS LLC5 years Filed as: FUTUREPLAN BY ASCENSUS-KRAVITZ, LLC Service code 13 · EIN 82-3719843 Contract Administrator | $10,000 |
ASCENSUS LLC2 years Filed as: FUTURE PLAN BY ASCENSUS KRAVITZ Service code 13 Contract Administrator | $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.
Filed July 12, 1999.
This is a legacy paper filing. The plan administrator and contact details are only in the original filing. We have not converted them into data fields.
3 contacts
11 filings · 2015 to 2025