Filings through .
1 of 17 flags tripped on the 2025 filing.
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.
$23K in admin expenses, $78 per participant (all participants, line 6f).
This section lists the funds on the plan's investment schedule and what changed since the prior filing.
20 funds hold $83.4M of the plan's $120M. Recordkeeper: Bank of America (Merrill).
Target-date series: American Funds Target Date, mutual fund, 2% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| State Street SS S&P500 Index State Street (SSgA) · Collective trust Index | $19.3M | 23.1% |
| Invesco Growth And Income Fund Invesco · Mutual fund | $13.3M | 16.0% |
| JPMorgan Large Cap Growth Fund Class R6 JPMorgan · Mutual fund | $12.1M | 14.5% |
| BlackRock Global Allocation Fund BlackRock · Mutual fund | $8.8M | 10.5% |
| Retirement Bank Account Manager not matched · Other | $4.8M | 5.8% |
| Galliard of Stable Value Fund C Allspring · Stable value Stable value | $4.7M | 5.7% |
| Pioneer Bond Fund: Class Y Victory Capital · Mutual fund | $4.1M | 4.9% |
| Transamerica International Equity R6 Transamerica (Aegon) · Mutual fund | $3.3M | 3.9% |
| JPMorgan Small Cap Equity Fund Class R6 JPMorgan · Mutual fund | $3.1M | 3.7% |
| Columbia Mid Cap Value Fund Ameriprise (Columbia Threadneedle) · Mutual fund | $2.2M | 2.6% |
| 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 |
10 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. 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.
10 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 |
|---|---|
MERRILL LYNCH PIERCE FENNER & SMITH11+ years Filed as: MERRILL LYNCH, PIERCE, FENNER AND S Service code 15 · EIN 13-5674085 Recordkeeping | $22,789 |
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
11 filings · 2015 to 2025