Filings through .
2 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.
High retiree %
Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen 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.
$55K in admin expenses, $239 per participant (all participants, line 6f).
This section lists the funds on the plan's investment schedule and what changed since the prior filing.
7 funds of $250K or more; 10 lines in all, holding $14.2M of the plan's $15.3M. Recordkeeper: not identified.
| Fund | Dollars | % of funds% |
|---|---|---|
| Mutul funds: Vanguard Total Bond Market Vanguard · Mutual fund Index | $4.5M | 31.3% |
| iShares Russell BlackRock · ETF Index | $3.3M | 23.1% |
| Vanguard Short-Term Bond Index Fund Vanguard · Mutual fund | $2.4M | 16.6% |
| iShares Core MSCI EAFE ETF BlackRock · ETF Index | $1.8M | 12.7% |
| iShares Core MSCI Emerging BlackRock · ETF Index | $1.1M | 7.4% |
| JPMorgan Ultra-Short Income ETF JPMorgan · Mutual fund | $387K | 2.7% |
| iShares Russell 2000 Value ETF BlackRock · ETF Index | $321K | 2.3% |
| Ishares Russell Midcap G ETF BlackRock · ETF Index | $203K | 1.4% |
| iShares Russell 2000 Growth ETF BlackRock · ETF Index | $188K | 1.3% |
| Ishares Russell Midcap V ETF BlackRock · ETF Index | $162K | 1.1% |
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. They do not show money moved.
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 |
|---|---|
MMA ASSET MANAGEMENT LLC3 years Service code 27 · EIN 27-0845548 Advisory (Plan) | $49,593 |
The auditor signed off without reservation. This is the cleanest opinion.
Plan features from the filing, actuarial disclosures and related pages.
4 feature codes on the 2025 filing.
1 actuary attachment on this filing.
| Actuary | Schedule | Enrollment number |
|---|---|---|
Andrew Slezak, Ea, Mspa, Maaa Shore Tompkins Actuarial Resources Schedule SB | Schedule SB |
Enrollment number, address and phone for each actuary are on Pro.
Addresses, phones and enrollment numbers are on Pro. Pro is free for 7 days and then costs $49 a month.
3 contacts
Phone and email for the actuary are on Pro.
11 filings · 2015 to 2025