Filings through .
3 of 18 flags tripped on the 2025 filing.
High fees
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Low returns
Annual investment return is in the bottom quintile of the peer cohort.
Few collective trusts
5% 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.
$255K in admin expenses, $786 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 15 lines, holding $36.8M of the plan's $37.0M. Recordkeeper: John Hancock (Manulife).
Target-date series: Vanguard Target Retirement, mutual fund, 55% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| Vanguard Target Retirement Vanguard · Mutual fund Target-date, 11 vintages | $20.3M | 55.3% |
| Fidelity Advisor Equity Growth Fund Class Z Fidelity (FMR) · Mutual fund | $4.0M | 10.9% |
| Columbia Dividend Income Fund Institutional 3 Class Ameriprise (Columbia Threadneedle) · Mutual fund | $3.0M | 8.0% |
| AMG Timessquare MID CP GR Z Manager not matched · Other | $1.9M | 5.1% |
| GG Metlife Gac 25554 CL J MetLife · Collective trust | $1.7M | 4.6% |
| Vanguard Wellington Fund Investor Shares Vanguard · Mutual fund | $1.6M | 4.4% |
| Vanguard Total Stk Mkt Index Adml Vanguard · Mutual fund Index | $1.3M | 3.6% |
| Eupac Fund Class R-6 Capital Group · Mutual fund | $607K | 1.6% |
| Vanguard Selected Value Fund Investor Shares Vanguard · Mutual fund | $490K | 1.3% |
| Vanguard Small Cap Index Adml Vanguard · Mutual fund Index | $448K | 1.2% |
| 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 |
5 more funds in this lineup: name, manager, vehicle, dollars and share are on Pro.
5 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 6 by compensation.
| Provider | Compensation |
|---|---|
Filed as: JOHN HANCOCK RETIREMENT PLAN Service code 15 · EIN 13-3646501 PO BOX 600 · BUFFALO, NY 14201 Recordkeeping | $155,572 |
MORGAN STANLEY SMITH BARNEY6 years Filed as: GRAYSTONE INVESTMENT GROUP Service code 28 3001 N ROCKY POINT DR E 200 · TAMPA, FL 33607 Investment Management | $30,000 |
INSULATORS LOCAL 235 years Service code 14 · EIN 23-1582722 8926 JONESTOWN ROAD · GRANTVILLE, PA 17028-8654 Plan Administrator | $26,157 |
JBM COMPUTER CONSULTANTS5 years Service code 49 20 N AMERICA DRIVE · BUFFALO, NJ 14224 Other Services | $10,659 |
WILLIG, WILLIAMS & DAVIDSON5 years Filed as: WILLIG WILLIAMS & DAVIDSON Service code 29 1845 WALNUT STREET · PHILADELPHIA, PA 19103 Legal | $9,619 |
ALAN ROSS & COMPANY, PC10+ years Service code 10 · EIN 20-5367494 10 HEARTHSTONE CT, STE 100 · READING, PA 19606 Accounting | $9,100 |
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.
2 contacts
10 filings · 2016 to 2025