Filings through .
2 of 18 flags tripped on the 2025 filing.
Low returns
Annual investment return 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.
$455K in admin expenses, $134 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 22 lines, holding $195M of the plan's $200M. Recordkeeper: Empower.
Target-date series: Nuveen Lifecycle Index, mutual fund, 80% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| Nuveen Lifecycle Index TIAA (Nuveen) · Mutual fund Target-date, 11 vintages | $156M | 80.2% |
| Fidelity 500 Index Fund Fidelity (FMR) · Mutual fund Index | $9.0M | 4.6% |
| Standard Guaranteed Fixed Interest Fund IV Group Annuity Manager not matched · Insurance contract | $5.7M | 2.9% |
| Fidelity Blue Chip Growth K6 Fund Fidelity (FMR) · Mutual fund | $4.7M | 2.4% |
| Columbia Dividend Income Fund Institutional 3 Class Ameriprise (Columbia Threadneedle) · Mutual fund | $2.2M | 1.2% |
| Parnassus Core Equity Fund Affiliated Managers Group · Mutual fund | $2.2M | 1.1% |
| Fidelity Mid Cap Index Fund Fidelity (FMR) · Mutual fund Index | $2.1M | 1.1% |
| Fidelity Small Cap Index Fund Fidelity (FMR) · Mutual fund Index | $1.6M | 0.8% |
| MFS International Diversification Fund R6 MFS (Sun Life) · Mutual fund | $1.5M | 0.8% |
| Fidelity International Index Fund Fidelity (FMR) · Mutual fund Index | $1.5M | 0.8% |
| 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 |
12 more funds in this lineup: name, manager, vehicle, dollars and share are on Pro.
12 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 |
|---|---|
MORGAN STANLEY SMITH BARNEY3 years Filed as: MORGAN STANLEY Service code 27 1585 BROADWAY · NEW YORK, NY 10036 Advisory (Plan) | $271,216 |
EMPOWER ADVISORY GROUP, LLC2 years Filed as: EMPOWER ANNUITY INSURANCE COMPANY Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 Recordkeeping Fees | $155,325 |
ENTERPRISE BANK & TRUST2 years Filed as: PUBLIC HEALTH FOUNDATION ENTERPRISE Service code 99 13300 CROSSROADS PDWY N, STE 450 · CITY OF INDUSTRY, CA 91745 Other Fees | $21,274 |
EMPOWER ADVISORY GROUP, LLC3 years Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 Investment Management | $7,604 |
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
Plan features from the filing, actuarial disclosures and related pages.
6 feature codes on the 2025 filing.
Filed November 18, 2019 (most recent of 2 filings on file).
Street address, email and phone are on Pro. Pro is free for 7 days and then costs $49 a month.
3 contacts
Phone and email for the top hat administrator are on Pro.
10 filings · 2016 to 2025