Filings through .
1 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.
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.
$200K in admin expenses, $154 per participant (all participants, line 6f).
This section lists the funds on the plan's investment schedule and what changed since the prior filing.
20 funds of $250K or more, counting each target-date vintage; shown as 14 lines, holding $57.3M of the plan's $58.6M. Recordkeeper: John Hancock (Manulife).
Target-date series: John Hancock Lifetime Blend, mutual fund, 90% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| John Hancock Lifetime Blend John Hancock (Manulife) · Mutual fund Target-date, 12 vintagesRecordkeeper's own fund | $51.8M | 90.4% |
| Metlife Group Annuity Contract No. 25053 MetLife · Insurance contract | $1.1M | 1.9% |
| Vanguard 500 Index Fund Admiral Shares Vanguard · Mutual fund Index | $972K | 1.7% |
| T. Rowe Price Blue Chip Growth Portfolio T. Rowe Price · Mutual fund | $754K | 1.3% |
| American Funds New Persepctive R6 Capital Group · Mutual fund | $520K | 0.9% |
| T. Rowe Price Spectrum Conservative Allocation Fund-I Class T. Rowe Price · Mutual fund | $436K | 0.8% |
| T. Rowe Price Spectrum Moderate Allocation Fund-I Class T. Rowe Price · Mutual fund | $411K | 0.7% |
| Vanguard Equity Income Fund Admiral Shares Vanguard · Mutual fund | $410K | 0.7% |
| Vanguard Small-Cap Index Fund Admiral Shares Vanguard · Mutual fund Index | $344K | 0.6% |
| Vanguard Mid-Cap Index Fund Admiral Shares Vanguard · Mutual fund Index | $298K | 0.5% |
| 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 |
4 more funds in this lineup: name, manager, vehicle, dollars and share are on Pro.
Added 1 fund, dropped 1 fund.
| Fund | Year-end value |
|---|---|
| AddedAmerican Funds New Persepctive R6 | $520K |
| DroppedAmerican Funds Nw Prspctv R6 | $382K |
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.
4 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 5 by compensation.
| Provider | Compensation |
|---|---|
Filed as: JOHN HANCOCK TRUST COMPANY LLC Service code 19 · EIN 10-2333346 690 CANTON ST · WESTWOOD, MA 02090 Securities Custodian | $79,696 |
Service code 13 · EIN 20-4056745 2500 MC CLELLAN AVE, SUITE 140 · PENNSAUKEN TOWNSHIP, NJ 08109 Contract Administrator | $55,289 |
RBC WEALTH MANAGEMENT3 years Service code 27 · EIN 41-1416330 181 WASHINGTON ST, STE 500 · CONSHOHOCKEN, PA 19428 Advisory (Plan) | $30,000 |
ALAN ROSS & COMPANY, PC11+ years Filed as: ALAN ROSS & COMPANY PC Service code 10 · EIN 20-5367494 200 SPRING RIDGE DRIVE, SUITE 102 · WYOMISSING, PA 19610 Accounting | $11,750 |
WILLIG, WILLIAMS & DAVIDSON11+ years Service code 29 · EIN 23-2416488 1845 WALNUT STREET, 24TH FLOOR · PHILADELPHIA, PA 19103 Legal | $8,849 |
The auditor signed off without reservation. This is the cleanest opinion.
Plan features from the filing, actuarial disclosures and related pages.
1 feature code on the 2025 filing.
2 contacts
11 filings · 2015 to 2025