Filings through .
3 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.
High fees
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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.
$84K in admin expenses, $89 per participant (all participants, line 6f).
This section lists the funds on the plan's investment schedule and what changed since the prior filing.
15 funds of $250K or more; 53 lines in all, holding $14.6M of the plan's $14.9M. Recordkeeper: not identified.
Target-date series: John Hancock Lifetime Blend, mutual fund, 11% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| Fidelity Contrafund Fidelity (FMR) · Mutual fund | $3.0M | 20.3% |
| John Hancock JH Multimanager Balanced LS John Hancock (Manulife) · Mutual fund | $1.7M | 11.4% |
| AB Large Cap Grouth Fund AllianceBernstein · Mutual fund | $1.6M | 11.0% |
| John Hancock Lifetime Blend John Hancock (Manulife) · Mutual fund Target-date, 7 vintages | $1.6M | 10.8% |
| John Hancock 500 Index Fund John Hancock (Manulife) · Mutual fund Index | $759K | 5.2% |
| JH Multimanager Growth LS John Hancock (Manulife) · Mutual fund | $517K | 3.5% |
| John Hancock Disciplined Value Mid Cap Fun John Hancock (Manulife) · Mutual fund | $501K | 3.4% |
| T. Rowe Price Blue Chip Growth Fund, Inc. T. Rowe Price · Mutual fund | $497K | 3.4% |
| JH Multimanager Aggressive LS John Hancock (Manulife) · Mutual fund | $454K | 3.1% |
| Dodge & Cox Stock Fund Dodge & Cox · Mutual fund | $444K | 3.0% |
| 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 |
43 more funds in this lineup: name, manager, vehicle, dollars and share are on Pro.
Likely replaced 1 fund.
| Fund | Year-end value |
|---|---|
| ReplacedHighJPMorgan Mid Cap Value Fund to John Hancock Disciplined Value Mid Cap Fun | $469K to $501K |
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.
43 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 |
|---|---|
WELLS FARGO BANK, N.A.3 years Filed as: WELLS FARGO ADVISORS, LLC Service code 26 · EIN 34-1542819 Advisory (Participants) | $36,283 |
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.
3 contacts
11 filings · 2015 to 2025