Filings through .
2 of 17 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.
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.
$60K in admin expenses, $373 per participant (all participants, line 6f).
This section lists the funds on the plan's investment schedule and what changed since the prior filing.
13 funds of $250K or more; 23 lines in all, holding $15.6M of the plan's $15.8M. Recordkeeper: Bank of America (Merrill).
| Fund | Dollars | % of funds% |
|---|---|---|
| Blackrock Equity Dividend Fund Class K BlackRock · Mutual fund | $4.4M | 28.4% |
| MFS Mass Investors Grw R6 GM MFS (Sun Life) · Mutual fund | $1.7M | 10.9% |
| MFS Mass Investors Growth Stock Fund R6 MFS (Sun Life) · Mutual fund | $1.3M | 8.5% |
| iShares U.S. Aggregate Bond Index Fund Class K Shares BlackRock · ETF Index | $1.3M | 8.3% |
| PIMCO Real Return FD Inst GM PIMCO (Allianz) · Mutual fund | $1.2M | 7.5% |
| iShares MSCI EAFE International Index Fund Class K BlackRock · ETF Index | $940K | 6.0% |
| Nuveen Small Cap Value Fund Class R6 TIAA (Nuveen) · Mutual fund | $780K | 5.0% |
| Invesco International Growth Fund Class R6 Invesco · Mutual fund | $623K | 4.0% |
| Janus Henderson Global Eqity N Janus Henderson · Mutual fund | $533K | 3.4% |
| American US Government GM Manager not matched · Mutual fund | $480K | 3.1% |
| 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 |
13 more funds in this lineup: name, manager, vehicle, dollars and share are on Pro.
Added 4 funds, dropped 2 funds. Changed share class on 1 fund.
| Fund | Year-end value |
|---|---|
| AddedMFS Mass Investors Growth Stock Fund R6 | $1.3M |
| AddedPIMCO Real Return FD Inst GM | $1.2M |
| DroppedNuveen Small Cap R6 | $1.0M |
Stable value and insurance contract lines, renames and class changes are not counted. Left out here: 1 stable value or insurance line, 3 renames.
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.
13 more lines and 4 more changes 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 1 by compensation.
| Provider | Compensation |
|---|---|
MERRILL LYNCH PIERCE FENNER & SMITH11+ years Filed as: MERRILL LYNCH, PIERCE, FENNER AND S Service code 15 · EIN 13-5674085 Recordkeeping | $60,052 |
The auditor signed off without reservation. This is the cleanest opinion.
Plan features from the filing, actuarial disclosures and related pages.
9 feature codes on the 2025 filing.
2 contacts
11 filings · 2015 to 2025