Filings through .
2 of 18 flags tripped on the 2025 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.
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.
$234K in admin expenses, $370 per participant (all participants, line 6f).
This section lists the funds on the plan's investment schedule and what changed since the prior filing.
22 funds of $250K or more; 40 lines in all, holding $52.6M of the plan's $54.6M. Recordkeeper: Dunbar, Bender & Zapf.
| Fund | Dollars | % of funds% |
|---|---|---|
| American Funds 2035 Capital Group · Mutual fund | $7.3M | 13.9% |
| American Funds 2040 Capital Group · Mutual fund | $6.3M | 12.1% |
| American Funds 2045 Capital Group · Mutual fund | $5.8M | 11.0% |
| American Funds 2030 Capital Group · Mutual fund | $4.9M | 9.3% |
| American Funds 2050 Capital Group · Mutual fund | $4.9M | 9.2% |
| American Funds 2025 Capital Group · Mutual fund | $4.4M | 8.3% |
| John Hancock Stable Value Fund John Hancock (Manulife) · Insurance contract | $3.3M | 6.3% |
| American Funds 2060 Capital Group · Mutual fund | $2.5M | 4.8% |
| John Hancock 500 Index Fund John Hancock (Manulife) · Mutual fund Index | $2.3M | 4.3% |
| American Funds 2055 Capital Group · Mutual fund | $2.1M | 4.0% |
| 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 |
30 more funds in this lineup: name, manager, vehicle, dollars and share are on Pro.
30 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 3 by compensation.
| Provider | Compensation |
|---|---|
JOHN HANCOCK LIFE INSURANCE COMPANY11+ years Filed as: JOHN HANCOCK LIFE INSURANCE CO. Service code 15 · EIN 01-0233346 Recordkeeping | $403,298 |
DUNBAR, BENDER & ZAPF, INC.11+ years Filed as: DUNBAR BENDER & ZAPF INC. Service code 15 · EIN 25-1650062 Recordkeeping | $56,875 |
WELLS FARGO BANK, N.A.7 years Filed as: WELLS FARGO ADVISORS LLC Service code 26 · EIN 34-1542819 Advisory (Participants) | $55,831 |
The auditor signed off without reservation. This is the cleanest opinion.
Plan features from the filing, actuarial disclosures and related pages.
9 feature codes on the 2025 filing.
2 contacts
11 filings · 2015 to 2025