Filings through .
2 of 18 flags tripped on the 2025 filing.
Few collective trusts
<1% of fund dollars in collective trusts, which often cost less than the same strategy as a mutual fund.
High retiree %
Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen 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.
$72K in admin expenses, $400 per participant (all participants, line 6f).
This section lists the funds on the plan's investment schedule and what changed since the prior filing.
2 funds of $250K or more; 22 lines in all, holding $3.0M of the plan's $7.1M. Recordkeeper: not identified.
| Fund | Dollars | % of funds% |
|---|---|---|
| Fidelity Enhanced Small Cap Core ETF Fidelity (FMR) · ETF Index | $337K | 11.1% |
| iShares Core S&P Mid-cap BlackRock · ETF | $307K | 10.2% |
| SPDR Russell State Street (SSgA) · ETF Index | $222K | 7.4% |
| Fidelity International Capital Apprenticeship Fidelity (FMR) · Mutual fund | $207K | 6.8% |
| iShares MSCI EAFE BlackRock · ETF | $192K | 6.4% |
| JPMorgan JPMorgan · Mutual fund | $168K | 5.6% |
| Emerging Markets Portfolio - Institutional Class Dimensional · Mutual fund | $160K | 5.3% |
| iShares MSCI Emerging Markets BlackRock · ETF | $159K | 5.3% |
| Fidelity Cash Reserves Fidelity (FMR) · Money market | $157K | 5.2% |
| Vanguard Interm-TM Corp BD IDX ETF Vanguard · ETF Index | $130K | 4.3% |
| 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.
Added 1 fund.
| Fund | Year-end value |
|---|---|
| AddedFidelity Enhanced Small Cap Core ETF | $337K |
Stable value and insurance contract lines, renames and class changes are not counted.
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.
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 1 by compensation.
| Provider | Compensation |
|---|---|
LITTLE HOUSE CAPITAL6 years Service code 27 35 BRAINTREE HILL PARK, STE 100 · BRAINTREE, MA 02184 Advisory (Plan) | $41,055 |
The auditor signed off without reservation. This is the cleanest opinion.
Plan features from the filing, actuarial disclosures and related pages.
2 feature codes on the 2025 filing.
1 actuary attachment on this filing.
| Actuary | Schedule | Enrollment number |
|---|---|---|
David Mirabito Sentinel Benefits Group, LLC Schedule SB | Schedule SB |
Enrollment number, address and phone for each actuary are on Pro.
Addresses, phones and enrollment numbers are on Pro. Pro is free for 7 days and then costs $49 a month.
3 contacts
Phone and email for the actuary are on Pro.
11 filings · 2015 to 2025