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.)
Few collective trusts
0% of fund dollars in collective trusts, which often cost less than the same strategy as a mutual fund.
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.
$84K in admin expenses, $321 per participant (all participants, line 6f).
This section lists the funds on the plan's investment schedule and what changed since the prior filing.
27 funds of $250K or more, counting each target-date vintage; shown as 24 lines, holding $62.3M of the plan's $62.6M. Recordkeeper: John Hancock (Manulife).
Target-date series: Vanguard Target Retirement, mutual fund, 22% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| Vanguard Target Retirement Vanguard · Mutual fund Target-date, 10 vintages | $13.6M | 21.9% |
| Vanguard Growth Index Fund Admiral Shares Vanguard · Mutual fund Index | $8.2M | 13.2% |
| Vanguard 500 Index Fund Admiral Shares Vanguard · Mutual fund Index | $7.8M | 12.5% |
| Vanguard LifeStrategy 60/40 Fund Investor Shares Vanguard · Mutual fund | $7.4M | 11.9% |
| Vanguard LifeStrategy 80/20 Fund Investor Shares Vanguard · Mutual fund | $6.5M | 10.4% |
| Vanguard Total Bond Market Index Fund Admiral Shares Vanguard · Mutual fund Index | $3.1M | 5.1% |
| Large Cap International Portfolio - Institutional Class Dimensional · Mutual fund | $2.7M | 4.3% |
| Apex Guaranteed Fixed Interest Fund Y Manager not matched · Insurance contract | $1.8M | 2.9% |
| U.S. Large Cap Value Portfolio - Institutional Class Dimensional · Mutual fund | $1.7M | 2.8% |
| Vanguard Mid-Cap Index Fund Admiral Shares Vanguard · Mutual fund Index | $1.5M | 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 |
14 more funds in this lineup: name, manager, vehicle, dollars and share are on Pro.
Added 1 fund.
| Fund | Year-end value |
|---|---|
| AddedVanguard Short-Term Bond Index Fund Admiral Shares | $313K |
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.
14 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 4 by compensation.
| Provider | Compensation |
|---|---|
FIDUCIARY FINANCIAL PARTNERS, LLC10+ years Filed as: FIDUCIARY FINANCIAL PARTNERS Service code 26 · EIN 90-0658332 Advisory (Participants) | $50,382 |
Service code 15 · EIN 01-0233346 Recordkeeping | $20,215 |
ERISA, INC.2 years Service code 13 · EIN 36-3180571 5215 OLD ORCHARD RD., SUITE 1200 · SKOKIE, IL 60077 Contract Administrator | $13,825 |
THE VANGUARD GROUP, INC.2 years Service code 15 · EIN 23-1945930 Recordkeeping | $0 |
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
11 filings · 2015 to 2025