Filings through .
1 of 18 flags tripped on the 2025 filing.
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.
$62K in admin expenses, $229 per participant (all participants, line 6f).
This section lists the funds on the plan's investment schedule and what changed since the prior filing.
9 funds of $250K or more; 24 lines in all, holding $9.6M of the plan's $9.9M. Recordkeeper: not identified.
Target-date series: Vanguard Target Retirement, other, 28% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| Vanguard Target Retirement Vanguard · Separate account Target-date, 11 vintages | $2.7M | 28.5% |
| John Hancock Multimanager Growth Lifestyle Portfolio John Hancock (Manulife) · Separate account | $2.4M | 24.8% |
| John Hancock Multimanager Balanced Lifestyle John Hancock (Manulife) · Separate account | $2.1M | 22.1% |
| Vanguard Total World Stock Index ETF Vanguard · Separate account Index | $1.4M | 14.1% |
| John Hancock Stable Value Fund John Hancock (Manulife) · Insurance contract | $388K | 4.0% |
| John Hancock Total Stock Market Index Fund Pooled Separate Account John Hancock (Manulife) · Separate account Index | $157K | 1.6% |
| Vanguard Growth Index Fund Investor Shares Vanguard · Separate account Index | $124K | 1.3% |
| John Hancock Multimanager Moderate Lifestyle Portfolio John Hancock (Manulife) · Separate account | $113K | 1.2% |
| John Hancock Funds II Blue Chip Growth Fund John Hancock (Manulife) · Separate account | $96K | 1.0% |
| Vanguard Small Cap Value Index Vanguard · Separate account Index | $78K | 0.8% |
| 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 4 funds, dropped 1 fund.
| Fund | Year-end value |
|---|---|
| DroppedJohn Hancock Life Ins CO | $8.0M |
| AddedVanguard Target Retirement 2040 Fund Investor Shares | $2.7M |
| AddedJohn Hancock Multimanager Growth Lifestyle Portfolio | $2.4M |
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 and 2 more changes 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 |
|---|---|
Filed as: MERRILL LYNCH-FAS EIN #13-5674085 Service code 26 Advisory (Participants) | $17,515 |
Filed as: MERRILL LYNCH-EPS EIN #13-5674085 Service code 26 Advisory (Participants) | $13,137 |
Filed as: MERRILL LYNCH-EPS Service code 26 · EIN 13-5674085 601 STATE STREET · SOUTHLAKE, TX 76092 Advisory (Participants) | $0 |
Filed as: MERRILL LYNCH-FAS Service code 26 · EIN 13-5674085 601 STATE STREET · SOUTHLAKEH, TX 76092 Advisory (Participants) | $0 |
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.
2 contacts
11 filings · 2015 to 2025