Filings through .
1 of 17 flags tripped on the 2025 filing.
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 8 years on record. Charts need 3 years.
Older filings: assets, participants, contributions and return for each year are on Pro.
7 more years of history are on Pro. Pro is free for 7 days and then costs $49 a month.
$156K in admin expenses, $131 per participant (all participants, line 6f).
This section lists the funds on the plan's investment schedule and what changed since the prior filing.
23 funds of $250K or more, counting each target-date vintage; shown as 14 lines, holding $85.3M of the plan's $88.7M. Recordkeeper: John Hancock (Manulife).
Target-date series: T. Rowe Price Retirement, collective trust, 62% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| T. Rowe Price Retirement T. Rowe Price · Collective trust Target-date, 13 vintages | $52.9M | 62.0% |
| Fidelity 500 Index Fund Fidelity (FMR) · Mutual fund Index | $8.4M | 9.8% |
| New York Life Insurance Anchor Account New York Life · Insurance contract | $7.6M | 8.9% |
| AB US Large Cap Growth CIT (W Series) Class L AllianceBernstein · Collective trust | $4.5M | 5.2% |
| American Funds WA Mutual Investment Fund R6 Capital Group · Mutual fund | $3.6M | 4.3% |
| Fidelity Extended Market Index Fund Fidelity (FMR) · Mutual fund Index | $2.6M | 3.0% |
| Fidelity Total International Index Fund Fidelity (FMR) · Mutual fund Index | $1.4M | 1.6% |
| Eupac Fund Class R-6 Capital Group · Mutual fund | $1.3M | 1.5% |
| Fidelity U.S. Bond Index Fund Fidelity (FMR) · Mutual fund Index | $1.2M | 1.4% |
| Loomis Sayles Core Plus Bond Fund Class N Natixis IM · Mutual fund | $1.1M | 1.2% |
| 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 |
4 more funds in this lineup: name, manager, vehicle, dollars and share are on Pro.
Added 1 fund, likely replaced 3 funds. Changed share class on 1 fund.
| Fund | Year-end value |
|---|---|
| Share class changeAmerican Funds Washington Mutual R5 to American Funds WA Mutual Investment Fund R6 | $4.7M to $3.6M |
| ReplacedHighVanguard Extended Market Index Fund Institutional Shares to Fidelity Extended Market Index Fund | $3.9M to $2.6M |
| ReplacedHighVanguard Total International Stock Index Fund Admiral Shares to Fidelity Total International Index Fund | $1.0M to $1.4M |
Stable value and insurance contract lines, renames and class changes are not counted. Left out here: 1 rename.
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.
4 more lines and 2 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 3 by compensation.
| Provider | Compensation |
|---|---|
Filed as: JOHN HANCOCK Service code 15 · EIN 01-0233346 Recordkeeping | $141,221 |
T ROWE PRICE RPS INC1 year Service code 15 1307 POINT STREET · BALTIMORE, MD 21231 Recordkeeping | $49,210 |
CREATIVE PLANNING LLC1 year Service code 16 5454 W 110TH STREET · OVERLAND PARK, KS 66211 Consulting | $37,500 |
The auditor signed off without reservation. This is the cleanest opinion.
Plan features from the filing, actuarial disclosures and related pages.
10 feature codes on the 2025 filing.
3 contacts
8 filings · 2018 to 2025