Filings through .
2 of 18 flags tripped on the 2025 filing.
Low participation
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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.
$1.9M in admin expenses, $51 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, counting each target-date vintage; shown as 20 lines, holding $1.26B of the plan's $1.58B. Recordkeeper: Bank of America (Merrill).
Target-date series: Vanguard Target Retirement, mutual fund, 43% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| Vanguard Target Retirement Vanguard · Mutual fund Target-date, 12 vintages | $539M | 42.6% |
| Vanguard Institutional Index Fund Institutional Plus Shares Vanguard · Mutual fund Index | $177M | 14.0% |
| MFS Growth Fund R6 MFS (Sun Life) · Mutual fund | $105M | 8.3% |
| MissionSquare Funds of VantageTrust Stable Value Fund Manager not matched · Stable value Stable value | $83.5M | 6.6% |
| Vanguard Equity Income Fund Admiral Shares Vanguard · Mutual fund | $52.4M | 4.1% |
| Eupac Fund Class R-6 Capital Group · Mutual fund | $39.7M | 3.1% |
| Vanguard Total International Stock Index Fund Investor Shares Vanguard · Mutual fund Index | $39.4M | 3.1% |
| Vanguard Small-Cap Index Fund Investor Shares Vanguard · Mutual fund Index | $37.2M | 2.9% |
| Vanguard Mid-Cap Index Fund Institutional Shares Vanguard · Mutual fund Index | $34.6M | 2.7% |
| Vanguard Total Bond Market Index Fund Investor Shares Vanguard · Mutual fund Index | $32.3M | 2.6% |
| 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 |
10 more funds in this lineup: name, manager, vehicle, dollars and share are on Pro.
Added 1 fund.
| Fund | Year-end value |
|---|---|
| AddedBlackRock Liquidty Funds FedFund | $1.8M |
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.
10 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 4 by compensation.
| Provider | Compensation |
|---|---|
MERRILL LYNCH PIERCE FENNER & SMITH11+ years Filed as: BANK OF AMERICA MERRILL LYNCH Service code 15 · EIN 13-5674085 Recordkeeping | $1,731,510 |
MCAFEE & TAFT10+ years Service code 29 · EIN 73-0781676 Legal | $89,262 |
CREATIVE PLANNING LLC3 years Filed as: CREATIVE PLANNING, LLC Service code 27 · EIN 43-1270780 Advisory (Plan) | $47,740 |
FORVIS MAZARS, LLP1 year Service code 10 · EIN 44-0160260 Accounting | $46,000 |
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.
Filed July 29, 2006 (most recent of 3 filings on file).
This is a legacy paper filing. The plan administrator and contact details are only in the original filing. We have not converted them into data fields.
3 contacts
11 filings · 2015 to 2025