Filings through .
1 of 17 flags tripped on the 2025 filing.
Low participation
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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.
$110K in admin expenses, $174 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, counting each target-date vintage; shown as 17 lines, holding $36.4M of the plan's $36.6M. Recordkeeper: John Hancock (Manulife).
Target-date series: T. Rowe Price Retirement, collective trust, 45% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| T. Rowe Price Retirement T. Rowe Price · Collective trust Target-date, 10 vintages | $16.5M | 45.2% |
| e) Mutual funds: Fidelity Inv Fidelity (FMR) · Mutual fund | $7.5M | 20.7% |
| Fidelity Blue Chip Growth Fund Fidelity (FMR) · Mutual fund | $3.5M | 9.6% |
| Fidelity Extended Market Index Fund Fidelity (FMR) · Mutual fund Index | $1.6M | 4.5% |
| WTT Rowe Price Stable Value S T. Rowe Price · Insurance contract | $1.6M | 4.4% |
| Columbia Dividend Income Fund Z Ameriprise (Columbia Threadneedle) · Mutual fund | $1.5M | 4.2% |
| Nomura Mid Cap Growth R6 Fund Manager not matched · Mutual fund | $624K | 1.7% |
| Fidelity International Index Fund Fidelity (FMR) · Mutual fund Index | $590K | 1.6% |
| American American Cent Mid Cap Value R6 N/R Capital Group · Mutual fund | $509K | 1.4% |
| PIMCO Income Fund Institutional PIMCO (Allianz) · Mutual fund | $444K | 1.2% |
| 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 |
7 more funds in this lineup: name, manager, vehicle, dollars and share are on Pro.
Moved 1 fund from mutual fund to collective trust.
| Fund | Year-end value |
|---|---|
| Mutual fund to collective trustT. Rowe Price Retirement I 2060 Fund-I Class to T. Rowe Price Retirement 2060 Trust | $12.4M to $16.5M |
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.
7 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 2 by compensation.
| Provider | Compensation |
|---|---|
Filed as: JOHN HANCOCK RETIREMENT PLAN SVCS Service code 15 · EIN 01-0233346 Recordkeeping | $70,122 |
SAGEVIEW ADVISORY GROUP, LLC9 years Service code 27 · EIN 33-0818667 Advisory (Plan) | $40,146 |
The auditor signed off without reservation. This is the cleanest opinion.
Plan features from the filing, actuarial disclosures and related pages.
7 feature codes on the 2025 filing.
3 contacts
11 filings · 2015 to 2025