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.
Possible retail share class: $19.8M
Mutual funds in a class the filing names that is often retail or revenue sharing. Confirm before you raise it.
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.
$56K in admin expenses, $198 per participant (all participants, line 6f).
This section lists the funds on the plan's investment schedule and what changed since the prior filing.
19 funds of $250K or more; 30 lines in all, holding $20.6M of the plan's $21.0M. Recordkeeper: Bank of America (Merrill).
Target-date series: JPMorgan SmartRetirement Blend, mutual fund, 2% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| Ishares S&P 500 Index FD CL K BlackRock · Collective trust Index | $2.9M | 14.0% |
| MFS International Growth R6 GM MFS (Sun Life) · Mutual fund Possible retail class A | $1.9M | 9.3% |
| Lord Abbett Total Return R6 GM Lord Abbett · Mutual fund Possible retail class A | $1.8M | 8.8% |
| Vanguard Intermediate-Term GM Vanguard · Mutual fund Possible retail class A | $1.6M | 8.0% |
| MFS Value Fund R6 - GM MFS (Sun Life) · Mutual fund Possible retail class A | $1.4M | 6.8% |
| Janus Henderson Forty I Janus Henderson · Mutual fund Possible retail class A | $1.2M | 6.0% |
| iShares S&P 500 Index Fund Institutional Shares BlackRock · ETF Index | $1.1M | 5.3% |
| JPMorgan Small Cap Equity Fund Class R6 JPMorgan · Mutual fund Possible retail class A | $1.1M | 5.2% |
| T Rowe Price Integrated US Small Cap Mutual Fund T. Rowe Price · Mutual fund Possible retail class A | $1.0M | 4.9% |
| Bank of America Retirement Bank Account Manager not matched · Other | $807K | 3.9% |
| 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 |
20 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: 2 renames.
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.
20 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 | $50,284 |
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.
Filed February 16, 1998.
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
Phone and email for the actuary are on Pro.
11 filings · 2015 to 2025