Filings through .
5 of 18 flags tripped on the 2025 filing.
Failed to transmit contributions
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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.
Wind-down / frozen
Plan appears closed to new enrollment or frozen - balance-holders far exceed active participants, or the plan reports active distributions with no inflows. Exclude from peer benchmarks.
Recently cancelled plan
Plan reported a final filing / termination within the last year.
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.
$19K in admin expenses.
This section lists the funds on the plan's investment schedule and what changed since the prior filing.
17 funds of $250K or more; 27 lines in all, holding $15.4M of the plan's $15.7M. Recordkeeper: Empower.
| Fund | Dollars | % of funds% |
|---|---|---|
| MM S&P 500 Index Fund Class R5 MassMutual · Mutual fund Index | $1.3M | 8.7% |
| MassMutual 60/40 Allocation MassMutual · Mutual fund | $1.3M | 8.5% |
| MassMutual Disciplined Growth Fund Class R5 MassMutual · Mutual fund | $1.3M | 8.3% |
| MassMutual RetireSMART by JPMorgan 2045 Fund JPMorgan · Mutual fund | $1.2M | 7.5% |
| MassMutual Life Insurance Company MassMutual · Insurance contract | $1.1M | 7.3% |
| Columbia Dividend Income Fund Ameriprise (Columbia Threadneedle) · Mutual fund | $1.1M | 7.3% |
| Massmutual 20/80 Allocation MassMutual · Mutual fund | $941K | 6.1% |
| MassMutual RetireSMART by JPMorgan 2035 Fund JPMorgan · Mutual fund | $939K | 6.1% |
| Franklin Small Cap Value Fund Franklin Templeton · Mutual fund | $684K | 4.4% |
| MassMutual Mid Cap Growth Fund Class R5 MassMutual · Mutual fund | $608K | 3.9% |
| 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 |
17 more funds in this lineup: name, manager, vehicle, dollars and share are on Pro.
17 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 |
|---|---|
Filed as: AMERIPRISE FINANCIAL SERVICES LLC Service code 55 70100 AMERIPRISE FINANCIALCENTER · MINNEAPOLIS, MN 55474 Other Commissions | $25,123 |
LATITUDE SERVICE COMPANY INC4 years Service code 13 · EIN 82-1371994 15000 N OAK DR · PLYMOUTH, IN 46563 Contract Administrator | $18,920 |
EMPOWER ADVISORY GROUP, LLC4 years Filed as: EMPOWER ANNUITY INSURANCE COMPANY Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 Recordkeeping Fees | $4,272 |
The auditor signed off without reservation. This is the cleanest opinion.
Plan features from the filing, actuarial disclosures and related pages.
5 feature codes on the 2025 filing.
3 contacts
11 filings · 2015 to 2025