Filings through .
2 of 19 flags tripped on the 2025 filing.
Possible retail share class: $8.7M
Mutual funds in a class the filing names that is often retail or revenue sharing. Confirm before you raise it.
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.
$74K in admin expenses, $110 per participant (all participants, line 6f).
This section lists the funds on the plan's investment schedule and what changed since the prior filing.
20 funds of $250K or more; 24 lines in all, holding $26.6M of the plan's $28.7M. Recordkeeper: Bank of America (Merrill).
| Fund | Dollars | % of funds% |
|---|---|---|
| Putnam Stable Value Fund -50 Franklin Templeton · Insurance contract | $3.0M | 11.4% |
| iShares S&P 500 Index Fund Institutional Shares BlackRock · ETF Index | $2.9M | 11.0% |
| MFS Moderate Allocation Fund A MFS (Sun Life) · Mutual fund Possible retail class A | $2.9M | 10.8% |
| JAN Hend Global Tech Innv A Manager not matched · Other | $2.6M | 9.8% |
| MFS Conservative Allocation Fund A MFS (Sun Life) · Mutual fund Possible retail class A | $2.5M | 9.4% |
| Amerfds 2030 Targ Date RET-R4 Manager not matched · Other | $1.8M | 6.8% |
| Massachusetts Investors Growth Stock Fund A MFS (Sun Life) · Mutual fund | $1.3M | 5.0% |
| MFS Value Fund A MFS (Sun Life) · Mutual fund Possible retail class A | $1.3M | 4.8% |
| Amerfds 2045 Targ Date RET-R4 Manager not matched · Other | $1.1M | 4.3% |
| Amerfds 2035 Targ Date RET-R4 Manager not matched · Other | $990K | 3.7% |
| 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 |
14 more funds in this lineup: name, manager, vehicle, dollars and share are on Pro.
Added 1 fund.
| Fund | Year-end value |
|---|---|
| AddedAmerican Funds New Wrld - R4 | $309K |
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.
14 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 | $111,294 |
ADP BROKER-DEALER6 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 Recordkeeping | $73,506 |
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.
9 feature codes on the 2025 filing.
3 contacts
11 filings · 2015 to 2025