Filings through .
1 of 17 flags tripped on the 2025 filing.
Recently reached 100 employees
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
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.
$390K in admin expenses, $201 per participant (all participants, line 6f).
This section lists the funds on the plan's investment schedule and what changed since the prior filing.
26 funds of $250K or more, counting each target-date vintage; shown as 19 lines, holding $86.3M of the plan's $88.9M. Recordkeeper: John Hancock (Manulife).
Target-date series: T. Rowe Price Retirement, collective trust, 60% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| T. Rowe Price Retirement T. Rowe Price · Collective trust Target-date, 13 vintages | $51.5M | 59.7% |
| American Century Aggressive American Century · Mutual fund | $8.1M | 9.4% |
| American Century Conservative American Century · Mutual fund | $4.2M | 4.9% |
| AB US Large Cap Growth CIT AllianceBernstein · Collective trust | $3.9M | 4.6% |
| American Century Moderate Fund American Century · Mutual fund | $3.4M | 3.9% |
| JPMorgan U.S. Equity Fund JPMorgan · Mutual fund | $2.9M | 3.4% |
| Fidelity 500 Index Fund Fidelity (FMR) · Mutual fund Index | $2.7M | 3.1% |
| T. Rowe Price Stable Value Common Trust Fund T. Rowe Price · Stable value Stable value | $2.7M | 3.1% |
| MFS International Diversification Fund MFS (Sun Life) · Mutual fund | $2.2M | 2.5% |
| Fidelity Mid Cap Index Fund Fidelity (FMR) · Mutual fund Index | $985K | 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 |
9 more funds in this lineup: name, manager, vehicle, dollars and share are on Pro.
Likely replaced 1 fund.
| Fund | Year-end value |
|---|---|
| ReplacedHighNationwide Geneva Small Cap Growth Fund to Putnam Small Cap CIT | $760K to $866K |
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.
9 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 8 by compensation.
| Provider | Compensation |
|---|---|
MORGAN STANLEY SMITH BARNEY11+ years Filed as: MORGAN STANLEY SMITH BARNEY LLC Service code 27 · EIN 26-4310632 Advisory (Plan) | $114,859 |
BENESYS, INC.3 years Filed as: BENESYS, INC Service code 13 · EIN 38-2383171 Contract Administrator | $74,988 |
Filed as: JOHN HANCOCK RETIREMENT SERVICES Service code 15 · EIN 80-0709115 Recordkeeping | $74,375 |
DICLAUDIO & KRAMER, LLC11+ years Service code 10 · EIN 27-0889793 Accounting | $32,460 |
NEWPORT GROUP, INC.7 years Service code 15 · EIN 27-2037969 Recordkeeping | $21,489 |
Filed as: LOGAN, METTLEY, & NEWCOMER Service code 29 · EIN 33-1365351 Legal | $12,736 |
TUCKER ARENSBERG11+ years Service code 29 · EIN 25-1425735 Legal | $11,922 |
MEYER, UNKOVIC & SCOTT6 years Filed as: MEYER, UNKOVIC, & SCOTT Service code 29 · EIN 25-1344985 Legal | $2,313 |
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.
3 contacts
11 filings · 2015 to 2025