Filings through .
2 of 18 flags tripped on the 2025 filing.
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.
$25K in admin expenses, $93 per participant (all participants, line 6f).
This section lists the funds on the plan's investment schedule and what changed since the prior filing.
8 funds of $250K or more; 9 lines in all, holding $7.3M of the plan's $7.3M. Recordkeeper: Stanley Benefit Services.
| Fund | Dollars | % of funds% |
|---|---|---|
| Growth and Income Fund Manager not matched · Mutual fund | $1.6M | 21.8% |
| MetLife Stable Value Fund MetLife · Insurance contract | $1.4M | 19.1% |
| Fidelity Blue Chip Growth Fund Fidelity (FMR) · Mutual fund | $1.1M | 15.1% |
| Federated Hermes Total Return Bond Fund Federated Hermes · Mutual fund | $1.0M | 14.0% |
| Columbia Dividend Income Fund Ameriprise (Columbia Threadneedle) · Mutual fund | $789K | 10.9% |
| MFS New Discovery Value Fund MFS (Sun Life) · Mutual fund | $437K | 6.0% |
| Vanguard International Growth Fund Vanguard · Mutual fund | $409K | 5.6% |
| Nomura Mid Cap Growth Fund Macquarie / Nomura · Mutual fund | $306K | 4.2% |
| Fidelity Emerging Markets Fund Fidelity (FMR) · Mutual fund | $237K | 3.3% |
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 |
|---|---|
Filed as: STANLEY BENEFIT SERVICES INC Service code 15 · EIN 20-4006400 Recordkeeping | $19,777 |
FUND DIRECT ADVISORS8 years Service code 26 · EIN 27-3584365 Advisory (Participants) | $5,264 |
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.
4 contacts
Phone and email for the actuary are on Pro.
10 filings · 2016 to 2025