Filings through .
See peer percentile detail with Pro.
Pro shows the percentile for each metric against plans of the same size and industry. Free for 7 days, no card. Then $49 a month. Cancel any time.
| Provider | Service type | Compensation |
|---|---|---|
FISHER INVESTMENTS3 years Service code 27 · EIN 20-2480800 | Advisory (Plan) | $21,195 |
EDWARD JONES1 year Service code 27 · EIN 43-0345811 | Advisory (Plan) | $9,640 |
Filed as: JOHN HANCOCK Service code 15 · EIN 01-0233346 | Recordkeeping | $3,763 |
6 funds of $250K or more; 17 lines in all, holding $4.6M of the plan's $4.7M. From the 2025 filing. Recordkeeper: John Hancock (Manulife).
Target-date series: BlackRock LifePath Index, mutual fund, 54% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| BlackRock LifePath Index BlackRock · Mutual fund Target-date, 10 vintages | $2.5M | 53.6% |
| Vanguard Growth Index Fund Admiral Shares Vanguard · Mutual fund Index | $575K | 12.6% |
| Vanguard Ttl Wrld Stk Index Adm Vanguard · Mutual fund Index | $429K | 9.4% |
| Vanguard Mid-Cap Index Fund Admiral Shares Vanguard · Mutual fund Index | $171K | 3.7% |
| Vanguard Small-Cap Index Fund Admiral Shares Vanguard · Mutual fund Index | $155K | 3.4% |
| Vanguard Value Index Fund Admiral Shares Vanguard · Mutual fund Index | $150K | 3.3% |
| American Balanced Fund R6 Capital Group · Mutual fund | $136K | 3.0% |
| Vanguard Total Stock Market Index Fund Admiral Shares Vanguard · Mutual fund Index | $133K | 2.9% |
| Vanguard Total Bond Market Index Fund Admiral Shares Vanguard · Mutual fund | $82K | 1.8% |
| Fidelity 500 Index Fund Fidelity (FMR) · Mutual fund Index | $81K | 1.8% |
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, not money moved.
Covers 71,097 large plans that list their funds in their annual filing. Updated Nov 3, 2026. Shares describe these plans, not the whole market.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
The auditor signed off without reservation. This is the cleanest opinion.