Filings through .
3 of 18 flags tripped on the 2025 filing.
Low participation
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Low returns
Annual investment return is in the bottom quintile of the peer cohort.
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.
$69K in admin expenses, $130 per participant (all participants, line 6f).
This section lists the funds on the plan's investment schedule and what changed since the prior filing.
20 funds hold $21.5M of the plan's $22.9M. Recordkeeper: Transamerica (Aegon).
| Fund | Dollars | % of funds% |
|---|---|---|
| John Hancock Disciplined Value Fund Class R6 John Hancock (Manulife) · Mutual fund | $2.3M | 10.5% |
| Nyli Winslow Large Cap Growth Fund Class R6 TIAA (Nuveen) · Mutual fund | $2.2M | 10.2% |
| Vanguard 500 Index Fund Admiral Shares Vanguard · Mutual fund Index | $1.7M | 7.8% |
| Vanguard Inflation-Protected Securities Fund Admiral Shares Vanguard · Mutual fund | $1.6M | 7.6% |
| Vanguard Total International Stock Index Fund Admiral Shares Vanguard · Mutual fund Index | $1.5M | 6.9% |
| THE Hartford International Opportunities Fund Class R6 Hartford Funds · Mutual fund | $1.4M | 6.4% |
| Vanguard Total Bond Market Index Fund Admiral Shares Vanguard · Mutual fund Index | $1.3M | 5.9% |
| Dodge & Cox Income Fund Class X Dodge & Cox · Mutual fund | $1.2M | 5.4% |
| Contract: Guaranteed Interest Account New York Life · Insurance contract | $1.1M | 5.3% |
| Pioneer Bond Fund: Class Y Victory Capital · Mutual fund | $1.1M | 5.2% |
| 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 |
10 more funds in this lineup: name, manager, vehicle, dollars and share are on Pro.
No lineup changes between the 2024 and 2025 filings.
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.
10 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 3 by compensation.
| Provider | Compensation |
|---|---|
TRANSAMERICA RETIREMENT SOLUTIONS11+ years Service code 12 · EIN 13-3689044 Shareholder servicing fees; Participa... | $50,470 |
MERCER6 years Filed as: MERCER INVESTMENTS LLC Service code 27 · EIN 30-0282430 Advisory (Plan) | $18,665 |
NATIONAL FINANCIAL SERVICES11+ years Service code 33 · EIN 04-3523567 Securities brokerage commissions and ... | $0 |
The auditor signed off without reservation. This is the cleanest opinion.
Plan features from the filing, actuarial disclosures and related pages.
6 feature codes on the 2025 filing.
2 contacts
11 filings · 2015 to 2025