Filings through .
3 of 18 flags tripped on the 2024 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.
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 2024 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.
$154K in admin expenses, $940 per participant (all participants, line 6f).
This section lists the funds on the plan's investment schedule and what changed since the prior filing.
14 funds of $250K or more; 15 lines in all, holding $40.7M of the plan's $42.8M. Recordkeeper: Sentinel Benefits Group.
Target-date series: Fidelity Freedom, mutual fund, 6% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| JPMorgan Large Cap Growth Fund Class R6 JPMorgan · Mutual fund | $12.0M | 29.6% |
| Vanguard Equity Income Fund Investor Shares Vanguard · Mutual fund | $6.2M | 15.2% |
| Technology Fund Virtus · Mutual fund | $5.6M | 13.7% |
| Franklin Small CAP Growth Fund Class R6 Franklin Templeton · Mutual fund | $3.1M | 7.7% |
| Janus Henderson Balanced Fund Class I Janus Henderson · Mutual fund | $2.8M | 6.9% |
| Fidelity Freedom Fidelity (FMR) · Mutual fund Target-date, 5 vintages | $2.2M | 5.5% |
| Janus Henderson Global Select Fund Class N Janus Henderson · Mutual fund | $2.1M | 5.2% |
| Reliance Trust Company Stable Value Fund Manager not matched · Stable value Stable value | $1.8M | 4.4% |
| MFS Mid Cap Value Fund I MFS (Sun Life) · Mutual fund | $1.1M | 2.8% |
| TCW Metwest Total Return Bond Fund Class I TCW · Mutual fund | $1.1M | 2.7% |
| 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 |
5 more funds in this lineup: name, manager, vehicle, dollars and share are on Pro.
5 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 4 by compensation.
| Provider | Compensation |
|---|---|
SENTINEL BENEFITS GROUP, LLC10+ years Service code 15 · EIN 20-5916766 Recordkeeping | $70,855 |
MORGAN STANLEY SMITH BARNEY10+ years Service code 26 · EIN 13-2655998 Advisory (Participants) | $64,313 |
NATONAL FINANCIAL SERVICES9 years Service code 19 · EIN 04-3523567 Securities Custodian | $13,373 |
RELIANCE TRUST COMPANY1 year Filed as: RELIANCE TRUST Service code 21 · EIN 58-1428634 Bank Trustee | $5,626 |
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 2024 filing.
2 contacts
10 filings · 2015 to 2024