Filings through .
3 of 18 flags tripped on the 2025 filing.
Corrective distributions
Plan reported corrective distributions (failed ADP/ACP testing).
Low participation
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 6 years on record. Charts need 3 years.
Older filings: assets, participants, contributions and return for each year are on Pro.
5 more years of history are on Pro. Pro is free for 7 days and then costs $49 a month.
$145K in admin expenses, $120 per participant (all participants, line 6f).
This section lists the funds on the plan's investment schedule and what changed since the prior filing.
24 funds of $250K or more, counting each target-date vintage; shown as 16 lines, holding $70.0M of the plan's $71.4M. Recordkeeper: Fidelity (FMR).
Target-date series: MFS Lifetime, mutual fund, 61% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| MFS Lifetime MFS (Sun Life) · Mutual fund Target-date, 10 vintages | $42.8M | 61.1% |
| Fidelity Money Market Fund Fidelity (FMR) · Money market IndexRecordkeeper's own fund | $15.4M | 22.0% |
| MFS MA Inv GR Stk R6 MFS (Sun Life) · Mutual fund | $1.7M | 2.4% |
| Fidelity International Index Fund Fidelity (FMR) · Mutual fund IndexRecordkeeper's own fund | $1.6M | 2.3% |
| Janus Henderson J H Triton N Janus Henderson · Mutual fund | $1.4M | 2.0% |
| Dodge & Cox Stock Fund Class X Dodge & Cox · Mutual fund | $1.1M | 1.6% |
| Fidelity Mid Cap Index Fund Fidelity (FMR) · Mutual fund IndexRecordkeeper's own fund | $982K | 1.4% |
| MFS Mid Cap Value Fund R6 MFS (Sun Life) · Mutual fund | $870K | 1.2% |
| Pgim Total Return Bond Fund Class R6 Prudential (PGIM) · Mutual fund | $832K | 1.2% |
| PIMCO Income Fund Institutional PIMCO (Allianz) · Mutual fund | $745K | 1.1% |
| 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 |
6 more funds in this lineup: name, manager, vehicle, dollars and share are on Pro.
Added 1 fund, dropped 2 funds. Changed share class on 1 fund.
| Fund | Year-end value |
|---|---|
| DroppedFidelity 500 Index Fund | $12.5M |
| Share class changeMassachusetts Investors Growth Stock Fund R6 to MFS MA Inv GR Stk R6 | $1.7M to $1.7M |
| AddedMFS Intl Divrsn R6 | $300K |
Stable value and insurance contract lines, renames and class changes are not counted. Left out here: 1 rename.
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.
6 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 |
|---|---|
Service code 37 · EIN 04-2647786 Loan Processing | $97,912 |
Service code 27 · EIN 80-0833114 Advisory (Plan) | $46,742 |
The auditor signed off without reservation. This is the cleanest opinion.
Plan features from the filing, actuarial disclosures and related pages.
5 feature codes on the 2025 filing.
2 contacts
6 filings · 2020 to 2025