Filings through .
4 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.
Possible retail share class: $27.8M
Mutual funds in a class the filing names that is often retail or revenue sharing. Confirm before you raise it.
High assets / participant
Assets per participant exceed $250,000 - top-decile high-value plan.
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.
$120K in admin expenses, $465 per participant (all participants, line 6f).
This section lists the funds on the plan's investment schedule and what changed since the prior filing.
15 funds of $250K or more; 20 lines in all, holding $113M of the plan's $115M. Recordkeeper: John Hancock (Manulife).
| Fund | Dollars | % of funds% |
|---|---|---|
| Wilmington Blackrock Equity Index BlackRock · Mutual fund Index | $32.4M | 28.7% |
| PIMCO RP Bl 2040 CT C PIMCO (Allianz) · Mutual fund Possible retail class C | $13.2M | 11.7% |
| PIMCO Stable Income Fund PIMCO (Allianz) · Stable value Stable value | $12.4M | 10.9% |
| PIMCO RP Bl Income CT C PIMCO (Allianz) · Collective trust | $10.3M | 9.1% |
| Empower Guaranteed Income Fund Empower · Insurance contract | $10.3M | 9.1% |
| PIMCO RP Bl 2035 CT C PIMCO (Allianz) · Mutual fund Possible retail class C | $8.8M | 7.8% |
| Wilmington Blackrock EAFE Equity Index Fund BlackRock · Mutual fund Index | $4.9M | 4.4% |
| Fidelity Mid Cap Index Fund Fidelity (FMR) · Mutual fund Index | $4.7M | 4.2% |
| Fidelity Small Cap Index Fund Fidelity (FMR) · Mutual fund Index | $4.7M | 4.1% |
| PIMCO RP Bl 2030 CT C PIMCO (Allianz) · Mutual fund Possible retail class C | $4.5M | 4.0% |
| 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.
Dropped 1 fund.
| Fund | Year-end value |
|---|---|
| DroppedPIMCO RP Bl 2025 CT C | $2.8M |
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.
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 |
|---|---|
CERITY PARTNERS2 years Filed as: CERITY PARTNERS, LLC. Service code 26 · EIN 88-3196230 227 W. MONROE STREET · CHICAGO, IL 60606 Advisory (Participants) | $75,848 |
Service code 15 · EIN 01-0233346 Recordkeeping | $44,154 |
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 2025 filing.
4 contacts
11 filings · 2015 to 2025