Filings through .
2 of 18 flags tripped on the 2025 filing.
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.
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.
$57K in admin expenses, $279 per participant (all participants, line 6f).
This section lists the funds on the plan's investment schedule and what changed since the prior filing.
9 funds of $250K or more; 26 lines in all, holding $21.2M of the plan's $21.3M. Recordkeeper: John Hancock (Manulife).
| Fund | Dollars | % of funds% |
|---|---|---|
| American Funds 2040 TD Return Capital Group · Mutual fund | $5.1M | 24.0% |
| American Funds 2035 TD Return Capital Group · Mutual fund | $3.7M | 17.2% |
| American Funds 2045 TD Return Capital Group · Mutual fund | $3.4M | 16.2% |
| American Funds 2030 TD Return Capital Group · Mutual fund | $2.4M | 11.1% |
| American Funds 2050 TD Return Capital Group · Mutual fund | $2.0M | 9.6% |
| American Funds 2055 TD Return Capital Group · Mutual fund | $1.3M | 6.2% |
| American Funds 2060 TD Return Capital Group · Mutual fund | $1.2M | 5.8% |
| American Funds 2025 TD Return Capital Group · Mutual fund | $831K | 3.9% |
| American Funds 2020 TD Return Capital Group · Mutual fund | $468K | 2.2% |
| Vanguard Treasury Money Market Fund Investor Shares Vanguard · Money market | $203K | 1.0% |
| 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 |
16 more funds in this lineup: name, manager, vehicle, dollars and share are on Pro.
16 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 5 by compensation.
| Provider | Compensation |
|---|---|
MARINER WEALTH ADVISORS, LLC2 years Filed as: MARINER INSTITUTIONAL, LLC Service code 27 · EIN 59-3676225 Advisory (Plan) | $25,000 |
ROMOLO & ASSOCIATES, LLC5 years Service code 10 · EIN 84-2885766 Accounting | $11,500 |
UNITED HEALTHCARE1 year Filed as: UMR Service code 13 PO BOX 68994 · INDIANAPOLIS, IN 46268 Contract Administrator | $8,105 |
CAVANAGH & O'HARA5 years Service code 29 · EIN 37-1259635 Legal | $7,589 |
Filed as: JOHN HANCOCK TRUST COMPANY, LLC Service code 19 · EIN 01-0233346 Securities Custodian | $939 |
The auditor signed off without reservation. This is the cleanest opinion.
Plan features from the filing, actuarial disclosures and related pages.
2 feature codes on the 2025 filing.
2 contacts
10 filings · 2016 to 2025