Filings through .
2 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.)
Few collective trusts
0% of fund dollars in collective trusts, which often cost less than the same strategy as a mutual fund.
How this plan compares with plans of the same size, type and industry, and how it moved year over year.
Each metric ranked against plans of the same size, type and industry.
Peer percentiles for 6 metrics are on Pro. Pro shows the percentile for each metric against plans of the same size and industry. Free for 7 days, then $49 a month.
Showing the 2025 filing, 1 of 10 years on record. Charts need 3 years.
9 more years of history are on Pro. Pro shows up to ten years of filings for this plan, year over year. Free for 7 days, then $49 a month.
$66K in admin expenses, $351 per participant (all participants, line 6f).
The funds on the plan's investment schedule and what changed since the prior filing.
19 funds of $250K or more; 21 lines in all, holding $19.0M of the plan's $19.4M. Recordkeeper: John Hancock (Manulife).
Target-date series: American Funds Target Date, mutual fund, 33% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| American Funds Target Date Capital Group · Mutual fund Target-date, 12 vintages | $6.3M | 33.0% |
| December 31, 2025 including maturity date, rate of Fidelity 500 Index Fund Fidelity (FMR) · Mutual fund Index | $2.6M | 13.9% |
| JPMorgan Large Cap Growth Fund Class R6 JPMorgan · Mutual fund | $2.0M | 10.5% |
| American Balanced Fund R6 Capital Group · Mutual fund | $1.8M | 9.5% |
| American Mutual R-5E Manager not matched · Mutual fund | $1.5M | 7.8% |
| Pgim Total Return Bond Fund Class Z Prudential (PGIM) · Mutual fund | $971K | 5.1% |
| Fidelity Small Cap Growth Fund Fidelity (FMR) · Mutual fund | $670K | 3.5% |
| Allspring Special Mid Cap Value Fund Class R6 Allspring · Mutual fund | $508K | 2.7% |
| Hartford Intl Opport Y Hartford Funds · Mutual fund | $411K | 2.2% |
| American New World Fund R6 Capital Group · Mutual fund | $388K | 2.0% |
Likely replaced 1 fund.
| Fund | Year-end value |
|---|---|
| ReplacedHighAB Large Cap Growth Fund Inc to JPMorgan Large Cap Growth Fund Class R6 | $2.1M to $2.0M |
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, not money moved.
11 more lines in this lineup are on Pro. Pro shows every fund in this plan's lineup and every change since the prior filing. Free for 7 days, then $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.
Who is paid to serve the plan, who audits it, and who signs the filing.
Top 2 by compensation.
| Provider | Compensation |
|---|---|
UBS FINANCIAL SERVICES INC10+ years Filed as: UBS FINANCIAL SERVICES, INC. Service code 27 1000 HARBOR BLVD. - 6TH FLOOR · WEEHAWKEN, NV 07086 Advisory (Plan) | $43,603 |
Filed as: JOHN HANCOCK Service code 15 · EIN 01-0233346 Recordkeeping | $22,821 |
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.
3 contacts
10 filings · 2016 to 2025