Filings through .
4 of 19 flags tripped on the 2025 filing.
Corrective distributions
Plan reported corrective distributions (failed ADP/ACP testing).
High fees
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Possible retail share class: $12.7M
Mutual funds in a class the filing names that is often retail or revenue sharing. Confirm before you raise it.
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.
$70K in admin expenses, $519 per participant (all participants, line 6f).
This section lists the funds on the plan's investment schedule and what changed since the prior filing.
11 funds of $250K or more; 28 lines in all, holding $18.0M of the plan's $18.3M. Recordkeeper: Empower.
| Fund | Dollars | % of funds% |
|---|---|---|
| General Account (GIA) Manager not matched · Insurance contract | $5.3M | 29.6% |
| MassMutual RetireSMART by JPM 2030 SCV JPMorgan · Separate account | $2.8M | 15.8% |
| MassMutual RetireSMART by JPM 2040 SCV JPMorgan · Separate account | $1.9M | 10.7% |
| MassMutual S&P 500 Index SVC MassMutual · Separate account Index | $1.9M | 10.7% |
| MassMutual Equity Opportunities Fund Class R5 MassMutual · Separate account | $1.1M | 6.2% |
| MassMutual Blue Chip Growth Fund Class R5 MassMutual · Separate account | $862K | 4.8% |
| MassMutual Small Cap Growth Equity Fund Class A MassMutual · Separate account | $552K | 3.1% |
| MassMutual RetireSMART by JPM 2035 SCV JPMorgan · Separate account | $527K | 2.9% |
| MML Barings Core Bond Fund Class R5 MassMutual · Separate account | $454K | 2.5% |
| Disciplined Core Equity Fund Investor Class American Century · Separate account | $286K | 1.6% |
| 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 |
18 more funds in this lineup: name, manager, vehicle, dollars and share are on Pro.
Added 1 fund, dropped 2 funds.
| Fund | Year-end value |
|---|---|
| AddedMassMutual S&P 500 Index SVC | $1.9M |
| DroppedMM S&P 500 Index Fund Service Class | $1.3M |
| DroppedMassMutual Diversified Value Fund Class R5 | $739K |
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.
18 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 |
|---|---|
VALMARK ADVISERS INC3 years Service code 27 130 SPRINGSIDE DR STE 110 · AKRON, OH 44333 Advisory (Plan) | $69,610 |
EMPOWER ADVISORY GROUP, LLC4 years Filed as: EMPOWER ANNUITY INSURANCE COMPANY O Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 Recordkeeping Fees | $0 |
The auditor signed off without reservation. This is the cleanest opinion.
Plan features from the filing, actuarial disclosures and related pages.
8 feature codes on the 2025 filing.
Filed May 10, 2006.
This is a legacy paper filing. The plan administrator and contact details are only in the original filing. We have not converted them into data fields.
4 contacts
11 filings · 2015 to 2025