Filings through .
2 of 17 flags tripped on the 2025 filing.
Low returns
Annual investment return is in the bottom quintile of the peer cohort.
Low assets / participant
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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.
$149K in admin expenses, $209 per participant (all participants, line 6f).
This section lists the funds on the plan's investment schedule and what changed since the prior filing.
10 funds of $250K or more; 11 lines in all, holding $17.1M of the plan's $17.7M. Recordkeeper: John Hancock (Manulife).
Target-date series: SSgA Target Retirement, collective trust, 96% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| SSgA Target Retirement State Street (SSgA) · Collective trust Target-date, 10 vintages | $16.5M | 96.2% |
| Fidelity 500 Index Fund Fidelity (FMR) · Mutual fund Index | $242K | 1.4% |
| Fidelity Mid Cap Index Fund Fidelity (FMR) · Mutual fund Index | $132K | 0.8% |
| John Hancock Stable Value Fund R6 to the Plan) John Hancock (Manulife) · Stable value Stable valueRecordkeeper's own fund | $93K | 0.5% |
| WCM Focused Emerging Markets Fund Institutional Class WCM Investment Management · Mutual fund | $44K | 0.3% |
| Lord Abbett Core Fixed Income Fund Class R6 Lord Abbett · Mutual fund | $32K | 0.2% |
| Fidelity Small Cap Index Fund Fidelity (FMR) · Mutual fund Index | $30K | 0.2% |
| Fidelity Global ex U.S. Index Fund Fidelity (FMR) · Mutual fund Index | $27K | 0.2% |
| Nyli MacKay High Yield Corporate Bond Fund Class R6 New York Life · Mutual fund | $24K | 0.1% |
| Real Estate Securities Fund R-6 Principal · Mutual fund | $17K | 0.1% |
| Fund | Manager | Vehicle | Dollars | % of funds |
|---|---|---|---|---|
| Name available on Pro | Dollar amount available on Pro | Percentage available on Pro |
1 more fund in this lineup: name, manager, vehicle, dollars and share are on Pro.
1 more line in this lineup is 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 7 by compensation.
| Provider | Compensation |
|---|---|
Filed as: JOHN HANCOCK TRUST COMPANY Service code 13 · EIN 01-0233346 Contract Administrator | $42,911 |
Filed as: NAT'L EMPLOYEE BENEFITS ADMIN. INC. Service code 13 · EIN 65-0498809 Contract Administrator | $27,429 |
Filed as: PLUMBERS & PIPEFITTERS U.A. L. 188 Service code 49 2377 E. VICTORY DRIVE · SAVANNAH, GA 31404 Other Services | $18,473 |
LEGACY PROFESSIONALS LLP1 year Filed as: LEGACY PROFESSIONALS, LLP Service code 10 · EIN 32-0043599 Accounting | $18,245 |
Filed as: ROBEIN URANN SPENCER PICARD & CANGE Service code 29 · EIN 72-0999672 Legal | $16,213 |
Filed as: INVESTMENT PERFORMANCE SERVICES LLC Service code 27 · EIN 58-2432390 Advisory (Plan) | $11,852 |
Filed as: MY BENEFITS ADMINISTATOR, LLC Service code 13 · EIN 99-0940151 Contract Administrator | $8,142 |
The auditor signed off without reservation. This is the cleanest opinion.
Plan features from the filing, actuarial disclosures and related pages.
3 feature codes on the 2025 filing.
2 contacts
10 filings · 2016 to 2025