Filings through .
3 of 19 flags tripped on the 2025 filing.
Low returns
Annual investment return is in the bottom quintile of the peer cohort.
Possible retail share class: $2.9M
Mutual funds in a class the filing names that is often retail or revenue sharing. Confirm before you raise it.
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.
$728 in admin expenses, $5 per participant (all participants, line 6f).
This section lists the funds on the plan's investment schedule and what changed since the prior filing.
15 funds of $250K or more; 21 lines in all, holding $9.2M of the plan's $9.5M. Recordkeeper: Empower.
Target-date series: BlackRock LifePath, mutual fund, 20% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| BlackRock LifePath BlackRock · Mutual fund Target-date, 8 vintages | $1.8M | 19.8% |
| JPMorgan U.S. Equity Fund JPMorgan · Mutual fund | $1.2M | 13.3% |
| Guaranteed Interest Account, at contract value MassMutual · Insurance contract | $1.0M | 11.3% |
| Growth Fund OF America Class R-4 Capital Group · Mutual fund | $701K | 7.6% |
| Fidelity 500 Index Fund Fidelity (FMR) · Mutual fund Index | $677K | 7.4% |
| MassMutual Diversified Value Fund Class A MassMutual · Mutual fund | $483K | 5.3% |
| MassMutual Small Cap Opportunities Fund Class A MassMutual · Mutual fund Possible retail class A | $416K | 4.5% |
| Calvert Equity Fund Morgan Stanley · Mutual fund | $412K | 4.5% |
| Vanguard Small-Cap Index Fund Admiral Shares Vanguard · Mutual fund Index | $339K | 3.7% |
| Columbia Slct Mid Cap Val Fund Ameriprise (Columbia Threadneedle) · Mutual fund | $335K | 3.7% |
| 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 |
11 more funds in this lineup: name, manager, vehicle, dollars and share are on Pro.
Added 1 fund.
| Fund | Year-end value |
|---|---|
| AddedBlackRock LifePath 2045 Fund | $1.8M |
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.
11 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 |
|---|---|
Filed as: BENEFIT PLANS ADMIN SERV LLC Service code 13 Contract Administrator | $4,425 |
The auditor signed off without reservation. This is the cleanest opinion.
Plan features from the filing, actuarial disclosures and related pages.
6 feature codes on the 2025 filing.
3 contacts
11 filings · 2015 to 2025