Filings through .
See peer percentile detail with Pro.
Pro shows the percentile for each metric against plans of the same size and industry. Free for 7 days, no card. Then $49 a month. Cancel any time.
| Provider | Service type | Compensation |
|---|---|---|
Filed as: BURNHAM GIBSON WEALTH ADVISORS LLC Service code 27 2050 MAIN STREET · IRVINE, CA 92614 | Advisory (Plan) | $29,945 |
Filed as: JOHN HANCOCK RETIREMENT PLAN SRVCS Service code 15 · EIN 01-0233346 | Recordkeeping | $23,537 |
THE BALWIN GROUP1 year Service code 27 | Advisory (Plan) | $12,133 |
Filed as: UNITED PLANNERS FINANCIAL SVCS Service code 27 1130 FLOWER ST · LOS ANGELES, CA 90015 | Advisory (Plan) | $0 |
10 funds of $250K or more; 33 lines in all, holding $20.9M of the plan's $21.9M. From the 2025 filing. Recordkeeper: John Hancock (Manulife).
| Fund | Dollars | % of funds% |
|---|---|---|
| Flexpath Index Moderate 2045 Fund Manager not matched · Mutual fund Index | $4.3M | 20.8% |
| flexPATH Index Mod Return Manager not matched · Mutual fund Index | $4.1M | 19.8% |
| Flexpath Index Moderate 2035 Fund Manager not matched · Mutual fund Index | $4.1M | 19.8% |
| Flexpath Index Moderate 2055 Fund Manager not matched · Mutual fund Index | $3.0M | 14.6% |
| S&P 500 Index Fund Manager not matched · Mutual fund Index | $1.2M | 5.8% |
| flexPATH Index Moderate 2065 Fund N/R Manager not matched · Mutual fund Index | $1.1M | 5.5% |
| Mid Cap Index Fund Manager not matched · Mutual fund Index | $512K | 2.4% |
| Stable Value Fund Manager not matched · Insurance contract | $460K | 2.2% |
| JPMorgan Large Cap Growth Fund JPMorgan · Mutual fund | $421K | 2.0% |
| JP Morgan Money Market JPMorgan · Money market | $301K | 1.4% |
Added 1 fund.
| Fund | Year-end value |
|---|---|
| AddedFlexpath Index Moderate 2055 Fund | $3.0M |
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, not money moved.
Covers 71,097 large plans that list their funds in their annual filing. Updated Nov 3, 2026. Shares describe these plans, not the whole market.
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.