Filings through .
3 of 17 flags tripped on the 2025 filing.
Corrective distributions
Plan reported corrective distributions (failed ADP/ACP testing).
Low participation
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
High fees
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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.
$92K in admin expenses, $567 per participant (all participants, line 6f).
This section lists the funds on the plan's investment schedule and what changed since the prior filing.
17 funds of $250K or more; 21 lines in all, holding $16.2M of the plan's $18.3M. Recordkeeper: John Hancock (Manulife).
Target-date series: Vanguard Target Retirement, mutual fund, 64% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| Vanguard Target Retirement Vanguard · Mutual fund Target-date, 11 vintages | $10.5M | 64.5% |
| John Hancock Lifestyle Blend Balanced John Hancock (Manulife) · Collective trust Recordkeeper's own fund | $1.4M | 8.5% |
| John Hancock 500 Index Fund John Hancock (Manulife) · Collective trust IndexRecordkeeper's own fund | $970K | 6.0% |
| John Hancock Stable Value Fund John Hancock (Manulife) · Stable value Stable valueRecordkeeper's own fund | $548K | 3.4% |
| Parnassus Core Equity Fund Affiliated Managers Group · Mutual fund | $361K | 2.2% |
| Lord Abbett Bond Debenture Fund Inc Lord Abbett · Mutual fund | $321K | 2.0% |
| Vanguard Equity Income Fund Investor Shares Vanguard · Mutual fund | $316K | 2.0% |
| John Hancock Mid Cap Index Fund John Hancock (Manulife) · Collective trust IndexRecordkeeper's own fund | $288K | 1.8% |
| Mid Value Fund T. Rowe Price · Mutual fund | $261K | 1.6% |
| Vanguard International Growth Fund Investor Shares Vanguard · Mutual fund | $239K | 1.5% |
| 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 |
11 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.
11 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 2 by compensation.
| Provider | Compensation |
|---|---|
MARIETTA WEALTH MANAGEMENT6 years Filed as: MARIETTA WEALTH MANAGMENT Service code 26 Advisory (Participants) | $41,759 |
JOHN HANCOCK LIFE INSURANCE COMPANY11+ years Filed as: JOHN HANCOCK LIFE INSURANCE CO Service code 15 · EIN 01-0233346 P.O. BOX 600 · BUFFALO, NY 14201 Recordkeeping | $2,058 |
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