Filings through .
3 of 19 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.)
Possible retail share class: $239K
Mutual funds in a class the filing names that is often retail or revenue sharing. Confirm before you raise it.
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.
$135K in admin expenses, $496 per participant (all participants, line 6f).
This section lists the funds on the plan's investment schedule and what changed since the prior filing.
18 funds of $250K or more; 30 lines in all, holding $40.0M of the plan's $40.2M. Recordkeeper: John Hancock (Manulife).
| Fund | Dollars | % of funds% |
|---|---|---|
| Vanguard 500 Index Fund (Admiral Sha Vanguard · Mutual fund Index | $6.9M | 17.2% |
| Fidelity Advisor Equity Growth Fund Class I Fidelity (FMR) · Mutual fund | $5.5M | 13.8% |
| MFS Massachusetts Inv Gr Stk (R3) MFS (Sun Life) · Mutual fund | $4.2M | 10.5% |
| BlackRock Equity Dividend Fund (Institutional Clas BlackRock · Mutual fund | $3.7M | 9.2% |
| Eupac Fund Class R-5 Capital Group · Mutual fund | $2.8M | 7.0% |
| Fidelity Advisor Total Bond Fund (Institutional Cl Fidelity (FMR) · Mutual fund | $2.5M | 6.3% |
| Hartford Core Equity Fund Class R5 Hartford Funds · Mutual fund | $2.4M | 5.9% |
| Vanguard Mid-Cap Index Fund Admiral Shares Vanguard · Mutual fund Index | $2.0M | 5.1% |
| Pooled Separate Account New York Life New York Life · Separate account | $2.0M | 5.0% |
| Wasatch Core Growth Inv Mutual funds Manager not matched · Mutual fund | $1.4M | 3.5% |
| 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 |
20 more funds in this lineup: name, manager, vehicle, dollars and share are on Pro.
Added 3 funds, dropped 1 fund.
| Fund | Year-end value |
|---|---|
| AddedPutnam International Value Fund Class R6 | $613K |
| DroppedPear Tree Polaris Foreign Value Fund R6 Shares | $480K |
| AddedAmerican Funds 2055 - Risk Based (Class R6) | $395K |
Stable value and insurance contract lines, renames and class changes are not counted. Left out here: 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.
20 more lines and 1 more change 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 |
|---|---|
MORGAN STANLEY SMITH BARNEY11+ years Filed as: MORGAN STANLEY Service code 27 600 LONGWATER DRIVE · NORWELL, MA 02061 Advisory (Plan) | $69,742 |
Filed as: JOHN HANCOCK Service code 15 · EIN 01-0233346 Recordkeeping | $65,550 |
The auditor signed off without reservation. This is the cleanest opinion.
Plan features from the filing, actuarial disclosures and related pages.
7 feature codes on the 2025 filing.
2 contacts
11 filings · 2015 to 2025