Filings through .
See peer percentile detail with Pro.
Pro shows the percentile for each metric against plans of the same size and industry. Free for 7 days, no card. Then $49 a month. Cancel any time.
| Provider | Service type | Compensation |
|---|---|---|
MBE WEALTH MANAGEMENT LLC2 years Service code 26 · EIN 46-1211226 | Advisory (Participants) | $24,522 |
Filed as: WILSHIRE ASSOCIATES INC Service code 26 · EIN 95-2755361 | Advisory (Participants) | $1,401 |
Service code 15 · EIN 01-0233346 | Recordkeeping | $1,040 |
9 funds of $250K or more; 33 lines in all, holding $8.2M of the plan's $8.2M. From the 2024 filing. Recordkeeper: John Hancock (Manulife).
| Fund | Dollars | % of funds% |
|---|---|---|
| One Choice 2045 Portfolio American Century · Mutual fund | $2.2M | 27.2% |
| One Choice 2050 Portfolio American Century · Mutual fund | $856K | 10.4% |
| John Hancock Stable Value Fund John Hancock (Manulife) · Insurance contract Recordkeeper's own fund | $610K | 7.4% |
| One Choice 2060 Portfolio American Century · Mutual fund | $568K | 6.9% |
| One Choice 2040 Portfolio American Century · Mutual fund | $435K | 5.3% |
| One Choice 2055 Portfolio American Century · Mutual fund | $363K | 4.4% |
| Fidelity Contra Fund Fidelity (FMR) · Mutual fund | $327K | 4.0% |
| One Choice 2065 Portfolio American Century · Mutual fund | $306K | 3.7% |
| New Perspective Fund Capital Group · Mutual fund | $258K | 3.1% |
| American Century One Choice Retirement Income American Century · Mutual fund | $237K | 2.9% |
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.
Annual investment return is in the bottom quintile of the peer cohort.
Plan reported corrective distributions (failed ADP/ACP testing).
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.
Plan reported a final filing / termination within the last year.
The auditor signed off without reservation. This is the cleanest opinion.