Filings through .
2 of 17 flags tripped on the 2025 filing.
Low employer contribution
Employer contribution per participant is in the bottom quintile of the peer cohort.
Low assets / participant
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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.
$95K in admin expenses, $127 per participant (all participants, line 6f).
This section lists the funds on the plan's investment schedule and what changed since the prior filing.
17 funds of $250K or more; 26 lines in all, holding $15.7M of the plan's $16.2M. Recordkeeper: Empower.
| Fund | Dollars | % of funds% |
|---|---|---|
| American Century RD Hybrid 2045 CL 1 American Century · Collective trust | $2.8M | 17.6% |
| American Century RD Hybrid 2050 CL 1 American Century · Collective trust | $2.2M | 13.9% |
| State Street Global All Cap Equity Ex-US Index Fund - Class C State Street (SSgA) · Collective trust Index | $1.3M | 8.3% |
| American Century RD Hybrid 2055 CL 1 American Century · Collective trust | $1.3M | 8.1% |
| State Street S&P 500 Index Fund - Class N State Street (SSgA) · Collective trust Index | $1.1M | 7.0% |
| Fidelity Small Cap Index Fund Fidelity (FMR) · Mutual fund Index | $1.0M | 6.6% |
| EI Fixed Account - Series Class I Manager not matched · Insurance contract | $636K | 4.0% |
| American Century RD Hybrid 2040 CL 1 American Century · Collective trust | $628K | 4.0% |
| American Century RD Hybrid 2060 CL 1 American Century · Collective trust | $599K | 3.8% |
| American Century RD Hybrid 2065 CL 1 American Century · Collective trust | $564K | 3.6% |
| 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 |
16 more funds in this lineup: name, manager, vehicle, dollars and share are on Pro.
Added 4 funds, dropped 2 funds, likely replaced 4 funds.
| Fund | Year-end value |
|---|---|
| ReplacedHighVanguard 500 Index Fund Admiral Shares to State Street S&P 500 Index Fund - Class N | $1.5M to $1.1M |
| AddedState Street Global All Cap Equity Ex-US Index Fund - Class C | $1.3M |
| AddedFidelity Small Cap Index Fund | $1.0M |
Stable value and insurance contract lines, renames and class changes are not counted. Left out here: 1 stable value or insurance line, 1 rename.
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.
16 more lines and 7 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 4 by compensation.
| Provider | Compensation |
|---|---|
MPWA, INC.1 year Filed as: MPWA INC DBA MESTMAKER & PETREY WEA Service code 27 2000 OAK ST STE 100 · BAKERSFIELD, CA 93301 Advisory (Plan) | $29,851 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY O Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 Recordkeeping Fees | $26,207 |
FREEDOM FIDUCIARIES LLC1 year Service code 99 250 S 5TH ST STE 680 · BOISE, ID 83702 Other Fees | $14,323 |
Filed as: ADVISED ASSETS GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 Investment Management | $57 |
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