Filings through .
1 of 18 flags tripped on the 2025 filing.
Few collective trusts
3% 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, $178 per participant (all participants, line 6f).
This section lists the funds on the plan's investment schedule and what changed since the prior filing.
22 funds of $250K or more; 29 lines in all, holding $47.3M of the plan's $48.9M. Recordkeeper: Empower.
| Fund | Dollars | % of funds% |
|---|---|---|
| Empower S&P 500 Index Separate Acct (IS) Empower · Insurance contract IndexRecordkeeper's own fund | $7.1M | 15.1% |
| Great Gray IndexSelect Moderate 2045 Fund CL R6 Manager not matched · Mutual fund | $6.8M | 14.3% |
| Great Gray IndexSelect Moderate 2055 Fund CL R6 Manager not matched · Mutual fund | $4.3M | 9.2% |
| Great Gray IndexSelect Moderate 2035 Fund CL R6 Manager not matched · Mutual fund | $4.2M | 8.8% |
| Large Cap Growth / JP Morgan Invst Mgmt JPMorgan · Insurance contract | $3.7M | 7.9% |
| MassMutual Sagic Core Bond I MassMutual · Insurance contract | $3.0M | 6.4% |
| Great Gray IndexSelect Moderate Retire Fund CL R6 Manager not matched · Mutual fund | $2.8M | 6.0% |
| Great Gray Large Cap Value I1 Great Gray · Other | $1.6M | 3.5% |
| Great Gray IndexSelect Mod 2065 Fund Class R6 Manager not matched · Mutual fund | $1.6M | 3.5% |
| Putnam Global Health Care Fund Class R6 Shares Franklin Templeton · Mutual fund | $1.6M | 3.4% |
| 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 |
19 more funds in this lineup: name, manager, vehicle, dollars and share are on Pro.
Added 5 funds, dropped 5 funds.
| Fund | Year-end value |
|---|---|
| DroppedVanguard 500 Index Fund Admiral Shares | $5.7M |
| AddedPutnam Global Health Care Fund Class R6 Shares | $1.6M |
| AddedGreat Gray Indexselect Growth 2045 Fund CL R6 | $1.5M |
Stable value and insurance contract lines, renames and class changes are not counted. Left out here: 1 stable value or insurance line.
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.
19 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 2 by compensation.
| Provider | Compensation |
|---|---|
Service code 27 120 VANTIS STE 400 · ALISO VIEJO, CA 92656-2689 Advisory (Plan) | $55,000 |
EMPOWER ADVISORY GROUP, LLC4 years Filed as: EMPOWER ANNUITY INSURANCE COMPANY Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 Recordkeeping Fees | $34,413 |
The auditor signed off without reservation. This is the cleanest opinion.
Plan features from the filing, actuarial disclosures and related pages.
6 feature codes on the 2025 filing.
Filed September 11, 2023.
Street address, email and phone are on Pro. Pro is free for 7 days and then costs $49 a month.
4 contacts
Phone and email for the top hat administrator are on Pro.
11 filings · 2015 to 2025