Filings through .
2 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.)
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.
$129K in admin expenses, $289 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 16 lines, holding $32.3M of the plan's $32.9M. Recordkeeper: John Hancock (Manulife).
Target-date series: T. Rowe Price Retirement, mutual fund, 43% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| T. Rowe Price Retirement T. Rowe Price · Mutual fund Target-date, 12 vintages | $14.0M | 43.3% |
| JPMorgan Large Cap Growth Fund JPMorgan · Mutual fund | $2.8M | 8.5% |
| MFS Total Return Bond Fund MFS (Sun Life) · Mutual fund | $2.7M | 8.4% |
| Hartford Core Equity Fund Hartford Funds · Mutual fund | $2.3M | 7.0% |
| MetLife Stable Value Fund MetLife · Stable value Stable value | $2.2M | 6.8% |
| Vanguard Windsor II Fund Vanguard · Mutual fund | $1.8M | 5.6% |
| JP Morgan International Equity JPMorgan · Other | $1.6M | 5.1% |
| Fidelity 500 Index Fund Fidelity (FMR) · Mutual fund Index | $1.1M | 3.5% |
| Registered Investment Companies American Century Mid Cap Value Fund American Century · Mutual fund | $790K | 2.4% |
| JPMorgan Small Cap Growth Fund JPMorgan · Mutual fund | $774K | 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 |
6 more funds in this lineup: name, manager, vehicle, dollars and share are on Pro.
No lineup changes between the 2024 and 2025 filings.
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.
6 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 3 by compensation.
| Provider | Compensation |
|---|---|
Filed as: JOHN HANCOCK RETIREMENT PLAN SVCS Service code 15 · EIN 01-0233346 Recordkeeping | $69,377 |
Filed as: IHT WEALTH MANAGEMENT Service code 27 · EIN 22-1146430 Advisory (Plan) | $30,627 |
Service code 27 · EIN 27-1746834 Advisory (Plan) | $29,115 |
The auditor signed off without reservation. This is the cleanest opinion.
Plan features from the filing, actuarial disclosures and related pages.
8 feature codes on the 2025 filing.
3 contacts
11 filings · 2015 to 2025