Filings through .
1 of 18 flags tripped on the 2025 filing.
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.
$84K in admin expenses, $198 per participant (all participants, line 6f).
This section lists the funds on the plan's investment schedule and what changed since the prior filing.
21 funds of $250K or more; 28 lines in all, holding $26.9M of the plan's $27.5M. Recordkeeper: Bank of America (Merrill).
Target-date series: JPMorgan SmartRetirement, mutual fund, 57% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| JPMorgan SmartRetirement JPMorgan · Mutual fund Target-date, 7 vintages | $15.3M | 56.9% |
| FID 500 IND Fidelity (FMR) · Other | $2.0M | 7.5% |
| JPMorgan SmartRetirement Blend JPMorgan · Mutual fund Target-date, 1 vintage | $1.7M | 6.2% |
| ClearBridge Growth Fund Class IS Franklin Templeton · Mutual fund | $1.6M | 5.8% |
| Fedfund Premier BlackRock · Mutual fund | $719K | 2.7% |
| Franklin Scv R6 Franklin Templeton · Mutual fund | $514K | 1.9% |
| Eupac Fund Class R-6 Capital Group · Mutual fund | $500K | 1.9% |
| Invesco Comstock Fund Class R6 Invesco · Mutual fund | $498K | 1.8% |
| Janus Henderson Triton Fund Class N Janus Henderson · Mutual fund | $460K | 1.7% |
| BR Glob Alloc K Manager not matched · Other | $443K | 1.6% |
| 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 |
18 more funds in this lineup: name, manager, vehicle, dollars and share are on Pro.
Added 1 fund, dropped 2 funds.
| Fund | Year-end value |
|---|---|
| DroppedFidelity 500 Index Fund | $1.4M |
| DroppedBlackrock Global Allocation Fund, INC. Class K | $433K |
| AddedGoldman Sachs Mcv R6 | $256K |
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.
18 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 |
|---|---|
MERRILL LYNCH PIERCE FENNER & SMITH11+ years Service code 15 · EIN 13-5674085 Recordkeeping | $70,331 |
ADP BROKER-DEALER6 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 Recordkeeping | $13,572 |
ADP BROKER-DEALER11+ years Service code 49 · EIN 22-3319984 Other Services | $0 |
The auditor signed off without reservation. This is the cleanest opinion.
Plan features from the filing, actuarial disclosures and related pages.
8 feature codes on the 2025 filing.
2 contacts
11 filings · 2015 to 2025