Filings through .
2 of 18 flags tripped on the 2025 filing.
Low returns
Annual investment return is in the bottom quintile of the peer cohort.
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.
$42K in admin expenses, $219 per participant (all participants, line 6f).
This section lists the funds on the plan's investment schedule and what changed since the prior filing.
10 funds of $250K or more; 13 lines in all, holding $5.1M of the plan's $5.1M. Recordkeeper: not identified.
| Fund | Dollars | % of funds% |
|---|---|---|
| John Hancock Bond Fund John Hancock (Manulife) · Mutual fund | $816K | 16.0% |
| Pgim Total Return Bond Fund Prudential (PGIM) · Mutual fund | $663K | 13.0% |
| JPMorgan Core Plus Bond Fund JPMorgan · Mutual fund | $612K | 12.0% |
| Vanguard S&P 500 ETF Vanguard · ETF Index | $611K | 12.0% |
| Investment CO OF America Capital Group · Mutual fund | $504K | 9.9% |
| American Funds Capital World Growth and Capital Group · Mutual fund | $468K | 9.2% |
| Capital Group Core Equity ETF Share class Capital Group · ETF Index | $351K | 6.9% |
| MFS International MFS (Sun Life) · Mutual fund | $308K | 6.0% |
| iShares Core S&P Mid-Cap ETF BlackRock · ETF Index | $257K | 5.0% |
| Lord Abbett Bond Debenture Fund Inc Lord Abbett · Mutual fund | $255K | 5.0% |
| 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 |
3 more funds in this lineup: name, manager, vehicle, dollars and share are on Pro.
No lineup changes between the 2024 and 2025 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 2024 and 2025 filings. Values are year-end holdings. They do not show money moved.
3 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 1 by compensation.
| Provider | Compensation |
|---|---|
EDWARD JONES2 years Filed as: EDWARD JONES INVESTMENTS Service code 27 703 S 1ST ST · LAMESA, TX 79331 Advisory (Plan) | $41,659 |
The auditor signed off without reservation. This is the cleanest opinion.
Plan features from the filing, actuarial disclosures and related pages.
2 feature codes on the 2025 filing.
3 contacts
11 filings · 2015 to 2025