Filings through .
3 of 17 flags tripped on the 2025 filing.
Low fidelity bond
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
Low returns
Annual investment return is in the bottom quintile of the peer cohort.
Low assets / participant
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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.
$30K in admin expenses, $241 per participant (all participants, line 6f).
This section lists the funds on the plan's investment schedule and what changed since the prior filing.
3 funds of $250K or more; 14 lines in all, holding $2.5M of the plan's $2.7M. Recordkeeper: not identified.
| Fund | Dollars | % of funds% |
|---|---|---|
| Wisdomtree Floating Rate Treasury ETF Manager not matched · ETF | $453K | 17.9% |
| VanEck Morningstar Wide Moat ETF Manager not matched · ETF | $408K | 16.1% |
| MFS Value Fund MFS (Sun Life) · Mutual fund | $262K | 10.3% |
| Cohen & Steers Preferred Securities & Income Fund, Inc. Cohen & Steers · Mutual fund | $223K | 8.8% |
| First Trust Preferred Securities and Income ETF Manager not matched · Collective trust | $182K | 7.2% |
| iShares Russell 2000 ETF BlackRock · ETF Index | $181K | 7.2% |
| JPMorgan Ultra-Short Income ETF JPMorgan · ETF | $156K | 6.2% |
| JPMorgan Value Advantage Fund JPMorgan · Mutual fund | $156K | 6.2% |
| BNY Mellon Global Equity Income Fund BNY · Mutual fund | $148K | 5.8% |
| John Hancock International Growth Fund John Hancock (Manulife) · Mutual fund | $96K | 3.8% |
| 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 |
4 more funds in this lineup: name, manager, vehicle, dollars and share are on Pro.
4 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.
This plan did not file a Schedule C with its most recent Form 5500, so no paid service providers are listed.
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.
2 contacts
10 filings · 2016 to 2025