Filings through .
3 of 18 flags tripped on the 2024 filing.
Failed to transmit contributions
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Low participant contribution
Participant contribution per participant is in the bottom quintile of the peer cohort.
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 2024 filing, 1 of 9 years on record. Charts need 3 years.
Older filings: assets, participants, contributions and return for each year are on Pro.
8 more years of history are on Pro. Pro is free for 7 days and then costs $49 a month.
$87K in admin expenses, $167 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 20 lines, holding $34.3M of the plan's $33.8M. Recordkeeper: John Hancock (Manulife).
Target-date series: American Funds Target Date, mutual fund, 9% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| MetLife Stable Value GAC 25053 Class O MetLife · Insurance contract | $9.0M | 26.3% |
| Vanguard Growth Index Fund Admiral Shares Vanguard · Mutual fund Index | $3.6M | 10.4% |
| Vanguard Equity Income Fund Admiral Shares Vanguard · Mutual fund | $3.4M | 9.8% |
| American Funds Target Date Capital Group · Mutual fund Target-date, 11 vintages | $3.2M | 9.4% |
| Columbia LC Growth Instl 3 Ameriprise (Columbia Threadneedle) · Mutual fund | $3.0M | 8.7% |
| Vanguard 500 Index Fund Admiral Shares Vanguard · Mutual fund Index | $2.7M | 8.0% |
| American Mutual Fund R6 Manager not matched · Mutual fund | $2.0M | 5.9% |
| PIMCO Income Fund Institutional PIMCO (Allianz) · Mutual fund | $1.3M | 3.8% |
| MFS Mid Cap Growth Fund R6 MFS (Sun Life) · Mutual fund | $909K | 2.6% |
| Vanguard Small-Cap Index Fund Admiral Shares Vanguard · Mutual fund Index | $839K | 2.4% |
| 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 |
10 more funds in this lineup: name, manager, vehicle, dollars and share are on Pro.
10 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 2 by compensation.
| Provider | Compensation |
|---|---|
Filed as: MERRILL LYNCH, PIERCE, F&S INC. Service code 27 · EIN 13-5674085 Advisory (Plan) | $45,383 |
Filed as: JOHN HANCOCK Service code 15 · EIN 01-0233346 Recordkeeping | $41,525 |
The auditor signed off without reservation. This is the cleanest opinion.
Plan features from the filing, actuarial disclosures and related pages.
6 feature codes on the 2024 filing.
2 contacts
9 filings · 2016 to 2024