Filings through .
No flags tripped on the 2025 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 2025 filing, 1 of 8 years on record. Charts need 3 years.
Older filings: assets, participants, contributions and return for each year are on Pro.
7 more years of history are on Pro. Pro is free for 7 days and then costs $49 a month.
$76K in admin expenses, $167 per participant (all participants, line 6f).
This section lists the funds on the plan's investment schedule and what changed since the prior filing.
24 funds of $250K or more, counting each target-date vintage; shown as 16 lines, holding $66.1M of the plan's $72.8M. Recordkeeper: Bank of America (Merrill).
Target-date series: American Funds Target Date, mutual fund, 69% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| American Funds Target Date Capital Group · Mutual fund Target-date, 11 vintages | $45.9M | 69.4% |
| Value Common/Collective Trust In Manager not matched · Collective trust | $7.1M | 10.7% |
| Fidelity 500 Index Fund Fidelity (FMR) · Mutual fund Index | $3.8M | 5.7% |
| JPMorgan Large Cap Growth Fund Class R6 JPMorgan · Mutual fund | $2.0M | 3.0% |
| Mutual funds Dodge & COX Income Fund CLX Mutual fund Dodge & Cox · Mutual fund | $1.9M | 2.9% |
| Fidelity Mid Cap Index Fund Fidelity (FMR) · Mutual fund Index | $1.2M | 1.9% |
| Fidelity Intrntl Indx Instl GM Fidelity (FMR) · Mutual fund Index | $680K | 1.0% |
| Putnam Large Cap Value Fund Class Y Shares Franklin Templeton · Mutual fund | $680K | 1.0% |
| PIMCO Real Return Fund Institutional PIMCO (Allianz) · Mutual fund | $549K | 0.8% |
| MFS International Divs Fund R6 MFS (Sun Life) · Mutual fund | $457K | 0.7% |
| 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 |
6 more funds in this lineup: name, manager, vehicle, dollars and share are on Pro.
Added 2 funds.
| Fund | Year-end value |
|---|---|
| AddedValue Common/Collective Trust In | $7.1M |
| AddedMutual funds Dodge & COX Income Fund CLX Mutual fund | $1.9M |
Stable value and insurance contract lines, renames and class changes are not counted. Left out here: 1 stable value or insurance line.
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.
6 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 2 by compensation.
| Provider | Compensation |
|---|---|
Filed as: MERRILL LYNCH, PIERCE, FENNER AND S Service code 15 · EIN 13-5674085 Recordkeeping | $53,207 |
WELLS FARGO BANK, N.A.7 years Filed as: WELLS FARGO ADVISORS Service code 50 · EIN 48-1305000 Direct Payment | $22,407 |
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 2025 filing.
3 contacts
8 filings · 2018 to 2025