Filings through .
2 of 18 flags tripped on the 2025 filing.
Few collective trusts
0% of fund dollars in collective trusts, which often cost less than the same strategy as a mutual fund.
High retiree %
Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
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.
$232K in admin expenses, $1284 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; 38 lines in all, holding $12.3M of the plan's $15.6M. Recordkeeper: not identified.
| Fund | Dollars | % of funds% |
|---|---|---|
| Vanguard Information Tech ETF Vanguard · ETF Index | $1.6M | 12.8% |
| Vaneck Vectors Morningstar Wide Manager not matched · Other | $1.6M | 12.6% |
| Money Market Mutual Funds Black Rock Liquidity Fund - Fed Fund Cash Reserve BlackRock · Money market | $890K | 7.2% |
| Vaneck Semiconductor ETF Manager not matched · ETF Index | $881K | 7.1% |
| Consumer Discretionary SPDR State Street (SSgA) · ETF Index | $840K | 6.8% |
| Exchange Traded Funds Communication Svcs Select Manager not matched · Mutual fund | $710K | 5.7% |
| Vanguard Total International Bond Index Fund Vanguard · Mutual fund Index | $646K | 5.2% |
| Sector Health Care Select SPDR State Street (SSgA) · ETF Index | $540K | 4.4% |
| Vanguard Short-Term Corporate Bond Index Fund Vanguard · Mutual fund | $453K | 3.7% |
| ETF J.P. Morgan Betabuilders JPMorgan · ETF Index | $401K | 3.2% |
| 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 |
28 more funds in this lineup: name, manager, vehicle, dollars and share are on Pro.
28 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 |
|---|---|
BANK OF AMERICA10+ years Service code 19 · EIN 94-1687665 Securities Custodian | $103,986 |
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.
1 actuary attachment on this filing.
| Actuary | Schedule | Enrollment number |
|---|---|---|
Daniel E. Perrine, FSA C/O PFP-NJ, Inc. Schedule SB | Schedule SB |
Enrollment number, address and phone for each actuary are on Pro.
Addresses, phones and enrollment numbers are on Pro. Pro is free for 7 days and then costs $49 a month.
5 contacts
Phone and email for the actuary are on Pro.
10 filings · 2016 to 2025