Filings through .
4 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.)
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.
High assets / participant
Assets per participant exceed $250,000 - top-decile high-value plan.
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.
$339K in admin expenses, $403 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, counting each target-date vintage; shown as 11 lines, holding $167M of the plan's $194M. Recordkeeper: The Angell Pension Group.
Target-date series: T. Rowe Price Retirement, mutual fund, 45% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| T. Rowe Price Retirement T. Rowe Price · Mutual fund Target-date, 6 vintages | $76.2M | 45.5% |
| MM S&P 500 Index Fund MassMutual · Money market Index | $28.4M | 17.0% |
| ClearBridge Large Cap Growth Fund Franklin Templeton · Mutual fund | $28.0M | 16.7% |
| Franklin Small-Mid Cap Growth Fund Franklin Templeton · Mutual fund | $8.9M | 5.3% |
| T Rowe Price Media & Telecommunications T. Rowe Price · Mutual fund | $8.0M | 4.8% |
| Fidelity Advisor Intl Capital App Fund Fidelity (FMR) · Mutual fund | $7.6M | 4.5% |
| American Funds Capital Group · Mutual fund | $3.9M | 2.4% |
| American Balanced Fund Capital Group · Mutual fund | $3.8M | 2.3% |
| MFS Mid Cap Value Fund MFS (Sun Life) · Mutual fund | $2.3M | 1.4% |
| MassMutual Small Cap Growth Equity Fund Class R5 MassMutual · Mutual fund | $437K | 0.3% |
| Fund | Manager | Vehicle | Dollars | % of funds |
|---|---|---|---|---|
| Name available on Pro | Dollar amount available on Pro | Percentage available on Pro |
1 more fund in this lineup: name, manager, vehicle, dollars and share are on Pro.
Added 1 fund, dropped 2 funds.
| Fund | Year-end value |
|---|---|
| AddedClearBridge Large Cap Growth Fund | $28.0M |
| DroppedMM S&P 500 Index Fund (Nrthrn Trust) | $25.7M |
| DroppedFranklin Growth Opportunities Fund | $25.4M |
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.
1 more line in this lineup is 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 5 by compensation.
| Provider | Compensation |
|---|---|
SPRINKLER FITTERS AND APPRENTICES11+ years Service code 99 · EIN 04-1859910 Other Fees | $121,173 |
Filed as: THE ANGELL PENSION GROUP INC. Service code 13 · EIN 04-2530412 Contract Administrator | $54,554 |
Service code 27 · EIN 47-1411118 Advisory (Plan) | $36,000 |
Filed as: GOULET, SALVIDIO ASSOCIATES, PC Service code 10 · EIN 04-2623065 Accounting | $24,150 |
THE SEGAL COMPANY1 year Filed as: SEGAL ROITMAN, LLP Service code 29 33 HARRISON AVENUE, 7TH FLOOR · BOSTON, MA 02111 Legal | $8,104 |
The auditor signed off without reservation. This is the cleanest opinion.
Plan features from the filing, actuarial disclosures and related pages.
4 feature codes on the 2025 filing.
2 contacts
11 filings · 2015 to 2025