Filings through .
2 of 18 flags tripped on the 2025 filing.
Low returns
Annual investment return is in the bottom quintile of the peer cohort.
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.
$84K in admin expenses, $184 per participant (all participants, line 6f).
This section lists the funds on the plan's investment schedule and what changed since the prior filing.
6 funds of $250K or more; 25 lines in all, holding $15.0M of the plan's $16.1M. Recordkeeper: John Hancock (Manulife).
Target-date series: BlackRock LifePath Index, mutual fund, 90% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| BlackRock LifePath Index BlackRock · Mutual fund Target-date, 9 vintages | $13.5M | 90.4% |
| Vanguard Total Stock Market Index Fund Admiral Shares Vanguard · Mutual fund Index | $274K | 1.8% |
| Putnam Stable Value Psvf 25 Franklin Templeton · Stable value Stable value | $198K | 1.3% |
| PIMCO Low Duration Income Int PIMCO (Allianz) · Mutual fund | $115K | 0.8% |
| Vanguard Wellesley Income Fund Admiral Shares Vanguard · Mutual fund | $101K | 0.7% |
| Vanguard Value Index Fund Admiral Shares Vanguard · Mutual fund Index | $95K | 0.6% |
| The Hartford Inflation Plus Fund Class R5 Hartford Funds · Mutual fund | $91K | 0.6% |
| JPMorgan Growth Advantage Fund JPMorgan · Mutual fund | $91K | 0.6% |
| Bond Fund OF America Capital Group · Mutual fund | $85K | 0.6% |
| Vanguard Strategic SC Eq Inv Vanguard · Mutual fund | $69K | 0.5% |
| 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 |
15 more funds in this lineup: name, manager, vehicle, dollars and share are on Pro.
15 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: JOHN HANCOCK RETIREMENT PLAN SERV Service code 15 · EIN 01-0233346 200 BERKELEY STREET · BOSTON, MA 02116 Recordkeeping | $78,097 |
Filed as: LONG ISLAND EMPLOYEE BENFITS GROUP Service code 13 · EIN 11-2931438 50 STEWART AVENUE · HUNTINGTON, NY 11743 Contract Administrator | $6,129 |
The auditor signed off without reservation. This is the cleanest opinion.
Plan features from the filing, actuarial disclosures and related pages.
5 feature codes on the 2025 filing.
Filed December 8, 2004.
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.
3 contacts
10 filings · 2016 to 2025