Filings through .
1 of 17 flags tripped on the 2025 filing.
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 3 years on record. Charts need 3 years.
Older filings: assets, participants, contributions and return for each year are on Pro.
2 more years of history are on Pro. Pro is free for 7 days and then costs $49 a month.
$25K in admin expenses, $198 per participant (all participants, line 6f).
This section lists the funds on the plan's investment schedule and what changed since the prior filing.
6 funds of $250K or more; 22 lines in all, holding $3.4M of the plan's $3.6M. Recordkeeper: not identified.
Target-date series: John Hancock Lifetime Blend, collective trust, 46% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| John Hancock Lifetime Blend John Hancock (Manulife) · Collective trust Target-date, 7 vintages | $1.6M | 46.2% |
| Vanguard Target Retirement Vanguard · Mutual fund Target-date, 1 vintage | $594K | 17.4% |
| Fidelity 500 Index Fund Fidelity (FMR) · Mutual fund Index | $359K | 10.5% |
| The Income Fund of America (i) Capital Group · Mutual fund | $252K | 7.4% |
| John Hancock Lifetime Blend John Hancock (Manulife) · Collective trust | $98K | 2.9% |
| Fidelity Mid Cap Index Fund Fidelity (FMR) · Mutual fund Index | $78K | 2.3% |
| American Perspective i) Capital Group · Mutual fund | $69K | 2.0% |
| Nuveen Small Cap Blend Index Fund Class I TIAA (Nuveen) · Mutual fund Index | $69K | 2.0% |
| Mutual Funds The Vanguard Group Vanguard Balanced Index Fund Vanguard · Mutual fund Index | $67K | 2.0% |
| Vanguard Strategic Equity Fund (i) Vanguard · Mutual fund | $67K | 2.0% |
| 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 |
12 more funds in this lineup: name, manager, vehicle, dollars and share are on Pro.
Added 1 fund.
| Fund | Year-end value |
|---|---|
| AddedJohn Hancock Lifetime Blend 2030 Trust | $1.6M |
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.
12 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.
8 feature codes on the 2025 filing.
2 contacts
3 filings · 2023 to 2025