Filings through .
1 of 18 flags tripped on the 2025 filing.
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. Free for 7 days, then $49 a month.
Showing the 2025 filing, 1 of 6 years on record. Charts need 3 years.
Older filings: assets, participants, contributions and return for each year are on Pro.
5 more years of history are on Pro. Free for 7 days, then $49 a month.
$102K in admin expenses, $207 per participant (all participants, line 6f).
The funds on the plan's investment schedule and what changed since the prior filing.
16 funds of $250K or more; 19 lines in all, holding $30.3M of the plan's $30.5M. Recordkeeper: John Hancock (Manulife).
Target-date series: Vanguard Target Retirement, mutual fund, 68% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| Vanguard Target Retirement Vanguard · Mutual fund Target-date, 11 vintages | $20.5M | 67.6% |
| Fidelity 500 Index Fund Fidelity (FMR) · Mutual fund Index | $5.3M | 17.4% |
| Fidelity Mid Cap Index Fund Fidelity (FMR) · Mutual fund Index | $954K | 3.1% |
| Fidelity International Index Fund Fidelity (FMR) · Mutual fund Index | $653K | 2.2% |
| Vanguard Total Bond Market Index Fund Investor Shares Vanguard · Mutual fund Index | $569K | 1.9% |
| Baird Aggregate Bond Fund Baird · Mutual fund | $417K | 1.4% |
| MetLife Stable Value Fund Series 25053 MetLife · Stable value Stable value | $292K | 1.0% |
| NEW Perspective Fund Class R-6 Capital Group · Mutual fund | $273K | 0.9% |
| Fidelity Small Cap Index Fund Fidelity (FMR) · Mutual fund Index | $203K | 0.7% |
| JPMorgan Large Cap Growth Fund Class R6 JPMorgan · Mutual fund | $183K | 0.6% |
| 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 |
9 more funds in this lineup: name, manager, vehicle, dollars and share are on Pro.
No lineup changes between the 2024 and 2025 filings.
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.
9 more lines in this lineup are on Pro. 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 5 by compensation.
| Provider | Compensation |
|---|---|
Filed as: JOHN HANCOCK Service code 15 · EIN 01-0234446 Recordkeeping | $40,738 |
COMPASS 360, LLC2 years Service code 14 · EIN 81-1939215 118 PORTSMOUTH AVE · STRATHAM, NH 03885 Plan Administrator | $25,945 |
GRAY, GRAY & GRAY5 years Filed as: GRAY, GRAY & GRAY LLP Service code 10 · EIN 04-2088368 Accounting | $12,000 |
Service code 27 Advisory (Plan) | $11,250 |
LION STREET FINANCIAL LLC2 years Filed as: LION STREET ADVISORS LLC Service code 27 515 CONGRESS AVE · CANTON, MA 02021 Advisory (Plan) | $3,750 |
The auditor signed off without reservation. This is the cleanest opinion.
Plan features from the filing, actuarial disclosures and related pages.
8 feature codes on the 2025 filing.
4 contacts
6 filings · 2020 to 2025