Filings through .
5 of 18 flags tripped on the 2025 filing.
Failed to transmit contributions
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Low returns
Annual investment return 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.
Wind-down / frozen
Plan appears closed to new enrollment or frozen - balance-holders far exceed active participants, or the plan reports active distributions with no inflows. Exclude from peer benchmarks.
Recently cancelled plan
Plan reported a final filing / termination within the last year.
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 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.
$44K in admin expenses.
This section lists the funds on the plan's investment schedule and what changed since the prior filing.
1 fund of $250K or more; 10 lines in all, holding $1.2M of the plan's $1.3M. Recordkeeper: John Hancock (Manulife).
Target-date series: Vanguard Target Retirement, other, 89% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| Vanguard Target Retirement Vanguard · Insurance contract Target-date, 9 vintages | $1.1M | 89.4% |
| Parnassus Core Equity Fund Affiliated Managers Group · Insurance contract | $69K | 5.6% |
| Desription of investment including Pooled separate accounts: 1 John Hancock (Manulife) · Insurance contract Recordkeeper's own fund | $17K | 1.4% |
| Federated High Yield Bond Federated Hermes · Insurance contract | $12K | 1.0% |
| John Hancock Life Insurance Company John Hancock (Manulife) · Insurance contract Recordkeeper's own fund | $10K | 0.8% |
| Invesco Diversified Dividend Invesco · Insurance contract | $6K | 0.5% |
| Janus Global Life Sciences Janus Henderson · Insurance contract | $6K | 0.5% |
| U.S. Large Cap Value Portfolio - Institutional Class Dimensional · Insurance contract | $5K | 0.4% |
| John Hancock 500 Index Fund John Hancock (Manulife) · Insurance contract IndexRecordkeeper's own fund | $4K | 0.3% |
| T. Rowe Price Divided Growth T. Rowe Price · Insurance contract | $123 | <0.1% |
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 1 by compensation.
| Provider | Compensation |
|---|---|
Service code 15 · EIN 01-0233346 Recordkeeping | $2,812 |
The auditor signed off without reservation. This is the cleanest opinion.
Plan features from the filing, actuarial disclosures and related pages.
7 feature codes on the 2025 filing.
3 contacts
9 filings · 2017 to 2025