Filings through .
3 of 18 flags tripped on the 2025 filing.
Corrective distributions
Plan reported corrective distributions (failed ADP/ACP testing).
Low participation
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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.
$61K in admin expenses, $56 per participant (all participants, line 6f).
This section lists the funds on the plan's investment schedule and what changed since the prior filing.
16 funds of $250K or more; 24 lines in all, holding $19.2M of the plan's $20.3M. Recordkeeper: John Hancock (Manulife).
Target-date series: Vanguard Target Retirement, mutual fund, 56% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| Vanguard Target Retirement Vanguard · Mutual fund Target-date, 10 vintages | $10.7M | 55.8% |
| Fidelity 500 Index Fund Fidelity (FMR) · Mutual fund Index | $2.3M | 12.0% |
| Fidelity Asset Manager 70% Fidelity Advisor Asset Manager 70%: Class Z Fidelity (FMR) · Mutual fund | $1.7M | 8.6% |
| American Balanced Fund R6 Capital Group · Mutual fund | $1.0M | 5.2% |
| Fidelity Asset Manager 85% Fidelity Advisor Asset Manager 85%: Class I Fidelity (FMR) · Mutual fund | $662K | 3.4% |
| AB Large CAP Growth Fund INC Class Z AllianceBernstein · Mutual fund | $356K | 1.9% |
| Blackrock 80/20 Target Allocation Fund Class K BlackRock · Mutual fund | $352K | 1.8% |
| NEW Perspective Fund Class R-6 Capital Group · Mutual fund | $280K | 1.5% |
| John Hancock Stable Value Fund R6 John Hancock (Manulife) · Stable value Stable valueRecordkeeper's own fund | $238K | 1.2% |
| Vanguard Small-Cap Index Fund Admiral Shares Vanguard · Mutual fund Index | $234K | 1.2% |
| 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 |
14 more funds in this lineup: name, manager, vehicle, dollars and share are on Pro.
14 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 2 by compensation.
| Provider | Compensation |
|---|---|
Filed as: COMMONWEALTH EQUITY SERVICES, INC. Service code 27 · EIN 04-2675571 Advisory (Plan) | $45,019 |
Filed as: JOHN HANCOCK RETIREMENT PLAN SERVIC Service code 15 · EIN 01-0233346 Recordkeeping | $15,502 |
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.
Filed October 5, 2007.
This is a legacy paper filing. The plan administrator and contact details are only in the original filing. We have not converted them into data fields.
2 contacts
10 filings · 2016 to 2025