Filings through .
2 of 18 flags tripped on the 2025 filing.
Corrective distributions
Plan reported corrective distributions (failed ADP/ACP testing).
Few collective trusts
1% 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.
$237K in admin expenses, $256 per participant (all participants, line 6f).
This section lists the funds on the plan's investment schedule and what changed since the prior filing.
30 funds of $250K or more; 33 lines in all, holding $119M of the plan's $120M. Recordkeeper: John Hancock (Manulife).
Target-date series: Fidelity Freedom Index, mutual fund, 4% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| Fidelity Index 2035 Fund Fidelity (FMR) · Mutual fund Index | $13.8M | 11.6% |
| Fidelity Index 2030 Fund Fidelity (FMR) · Mutual fund Index | $11.4M | 9.6% |
| Vanguard Total Stock Market Index Fund Admiral Shares Vanguard · Mutual fund Index | $9.2M | 7.8% |
| Fidelity Index 2040 Fund Fidelity (FMR) · Mutual fund Index | $8.8M | 7.4% |
| Fidelity Index 2045 Fund Fidelity (FMR) · Mutual fund Index | $8.3M | 7.0% |
| Fidelity 500 Index Fund Fidelity (FMR) · Mutual fund Index | $6.2M | 5.2% |
| JPMorgan U.S. Equity Fund JPMorgan · Mutual fund | $5.4M | 4.5% |
| Fidelity Index 2050 Fund Fidelity (FMR) · Mutual fund Index | $5.3M | 4.5% |
| Vanguard Equity Income Fund Admiral Shares Vanguard · Mutual fund | $5.1M | 4.3% |
| New York Life Insurance Company Stable value fund New York Life · Insurance contract | $5.1M | 4.3% |
| 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 |
23 more funds in this lineup: name, manager, vehicle, dollars and share are on Pro.
Added 14 funds, dropped 5 funds.
| Fund | Year-end value |
|---|---|
| AddedFidelity Index 2035 Fund | $13.8M |
| AddedFidelity Index 2030 Fund | $11.4M |
| DroppedPersonal Strategy Income Fund | $9.7M |
Stable value and insurance contract lines, renames and class changes are not counted. Left out here: 1 stable value or insurance line, 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.
23 more lines and 16 more changes 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 |
|---|---|
Filed as: JOHN HANCOCK Service code 15 · EIN 01-0233346 Recordkeeping | $157,454 |
Filed as: ONE DIGITAL INVESTMENT ADVISORS Service code 27 · EIN 43-1451524 Advisory (Plan) | $80,000 |
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.
3 contacts
11 filings · 2015 to 2025