2 funds of $250K or more; 4 lines in all, holding $8.4M of the plan's $8.7M. From the 2024 filing. Recordkeeper: John Hancock (Manulife).
In collective trusts0%median 0% for plans of $5M to $50M (35,181 plans)
In index funds0%median 21% for plans of $5M to $50M (35,181 plans)
In the main target-date series0%median 36% for plans of $5M to $50M (35,181 plans)
Employer stockNo
Fund
Manager
Vehicle
Dollars
% of funds%
Investments
Manager not matched · Other
Not yet matched
Other
$7.4M
87.5%
Statement of changes in net assets available for benefits Net appreciation in fair value of investments
Manager not matched · Other
Not yet matched
Other
$1.0M
12.1%
Forfeited Accounts - At December 31, 2024 and 2023, forfeited nonvested accounts approximated
Manager not matched · Other
Not yet matched
Other
$33K
0.4%
Other income
Manager not matched · Other
Not yet matched
Other
$3K
<0.1%
Covers 61,314 large plans that list their funds in their annual filing. Updated Nov 2, 2026. Shares describe these plans, not the whole market.
Plan features & details
Pension benefit codes2E2F2G2J2K2S2T3D3H
Plan features
2E
Profit-sharing
Profit-sharing plan.
2F
ERISA section 404(c) plan
This plan or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1 (shifting investment responsibility to participants).
2G
Total participant-directed account plan
Participants have the opportunity to direct the investment of all of the assets allocated to their individual accounts regardless of whether 29 CFR 2550.404c-1 is intended to be met.
2J
Code section 401(k) feature
Cash or deferred arrangement described in Code section 401(k) that is part of a qualified defined contribution plan under which employees may elect to defer part of their compensation or receive these amounts in cash.
2K
Code section 401(m) arrangement
Employee contributions are allocated to separate accounts under the plan or employer contributions are based in whole or in part on employee deferrals or contributions to the plan. Not applicable to 401(k) plans with only QNECs and/or QMACs or to 403(b)(1) 403(b)(7) or 408 arrangements.
2S
Automatic enrollment
Plan provides for automatic enrollment in plan that has elective contributions deducted from payroll.
2T
Default investment account
Total or partial participant-directed account plan where plan uses a default investment account for participants who fail to direct assets in their account.
3D
Pre-approved pension plan
A master prototype or volume submitter plan that is the subject of a favorable opinion or advisory letter from the IRS.
3H
Controlled group member
Plan sponsor(s) is (are) a member(s) of a controlled group (Code sections 414(b) (c) or (m)).
Opportunity flags
1 tripped
OpportunityLow participation
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Expense breakdown
Schedule H Part II
Admin total
$16K
$68 / participant
Recordkeeping$3K18.3%
Contract admin$13K81.7%
% of EOY assets
0.153%
all-in expense ratio
Categories reported
2 / 9
subdivided buckets used
Audit opinion
Schedule H Part III
Unqualified opinion
The auditor signed off without reservation. This is the cleanest opinion.