Filings through .
4 of 19 flags tripped on the 2025 filing.
Low fidelity bond
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
High fees
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Possible retail share class: $661K
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.
$100K in admin expenses, $443 per participant (all participants, line 6f).
This section lists the funds on the plan's investment schedule and what changed since the prior filing.
16 funds of $250K or more; 24 lines in all, holding $13.3M of the plan's $13.6M. Recordkeeper: Transamerica (Aegon).
| Fund | Dollars | % of funds% |
|---|---|---|
| John Hancock JHancock Small Cap Core R6 John Hancock (Manulife) · Mutual fund | $1.4M | 10.3% |
| Amcap Fund Class R-6 Capital Group · Mutual fund | $1.3M | 9.6% |
| Loomis Sayles Inv Grade Bd A Natixis IM · Other | $1.3M | 9.5% |
| Invesco Equity And Income Fund Class R5 Invesco · Mutual fund | $1.3M | 9.5% |
| John Hancock Disciplined Value Fund Class R6 John Hancock (Manulife) · Mutual fund | $1.1M | 8.3% |
| TCW Metwest Total Return Bond Fund Class M TCW · Mutual fund | $948K | 7.1% |
| iShares S&P 500 Index Fund Investor A Shares BlackRock · ETF Index | $899K | 6.8% |
| NEW Perspective Fund Class R-5 Capital Group · Mutual fund | $722K | 5.4% |
| JPMorgan U.S. Research Enhanced Equity Fund Class I JPMorgan · Mutual fund | $676K | 5.1% |
| THE Hartford Midcap Fund Class Y Hartford Funds · Mutual fund | $672K | 5.1% |
| 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 |
14 more funds in this lineup: name, manager, vehicle, dollars and share are on Pro.
Added 3 funds, dropped 1 fund.
| Fund | Year-end value |
|---|---|
| AddedTCW Metwest Total Return Bond Fund Class M | $948K |
| DroppedJPMorgan SmartRetirement 2040 Fund Class R5 | $398K |
| AddedTransamerica Government Money Market R4 | $367K |
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.
14 more lines and 1 more change 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 2 by compensation.
| Provider | Compensation |
|---|---|
WELLS FARGO BANK, N.A.1 year Filed as: WELLS FARGO CLEARING SERVICES, LLC Service code 16 · EIN 34-1542819 Consulting | $55,582 |
TRANSAMERICA RETIREMENT SOLUTIONS11+ years Service code 15 · EIN 13-3689044 Recordkeeping | $44,509 |
The auditor signed off without reservation. This is the cleanest opinion.
Plan features from the filing, actuarial disclosures and related pages.
7 feature codes on the 2025 filing.
2 contacts
11 filings · 2015 to 2025