Filings through .
No flags tripped on the 2026 filing.
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 2026 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.
$275K in admin expenses, $21 per participant (all participants, line 6f).
This section lists the funds on the plan's investment schedule and what changed since the prior filing.
13 funds of $250K or more, counting each target-date vintage; shown as 5 lines, holding $186M of the plan's $222M. Recordkeeper: Bank of America (Merrill).
Target-date series: BlackRock LifePath Index, mutual fund, 98% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| BlackRock LifePath Index BlackRock · Mutual fund Target-date, 10 vintages | $183M | 98.2% |
| Vanguard Total Stock Market Index Fund Investor Shares Vanguard · Mutual fund Index | $1.6M | 0.9% |
| Vanguard Federal Money Market Fund Investor Shares Vanguard · Money market | $978K | 0.5% |
| Vanguard Total International Stock Index Fund Investor Shares Vanguard · Mutual fund Index | $514K | 0.3% |
| Vanguard Total Bond Market Index Fund Investor Shares Vanguard · Mutual fund Index | $142K | <0.1% |
No lineup changes between the 2025 and 2026 filings.
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 2025 and 2026 filings. Values are year-end holdings. They do not show money moved.
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 |
|---|---|
MERRILL LYNCH PIERCE FENNER & SMITH10+ years Filed as: MERRILL LYNCH PIERCE FENNER SMITH Service code 13 · EIN 13-5674085 Contract Administrator | $197,341 |
BANCO POPULAR DE PUERTO RICO11+ years Service code 21 · EIN 66-0561870 Bank Trustee | $76,047 |
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 2026 filing.
Filed February 24, 2012 (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.
7 contacts
11 filings · 2016 to 2026