Filings through .
1 of 17 flags tripped on the 2025 filing.
High fees
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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.
$55K in admin expenses, $373 per participant (all participants, line 6f).
This section lists the funds on the plan's investment schedule and what changed since the prior filing.
13 funds of $250K or more; 27 lines in all, holding $11.4M of the plan's $11.6M. Recordkeeper: John Hancock (Manulife).
Target-date series: Vanguard Target Retirement, collective trust, 51% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| Vanguard Target Retirement Vanguard · Collective trust Target-date, 11 vintages | $5.8M | 50.5% |
| John Hancock Multimanager Growth LS, Common/ Collective Trusts iad John Hancock (Manulife) · Collective trust Recordkeeper's own fund | $1.8M | 15.8% |
| John Hancock Multimanager Balanced LS John Hancock (Manulife) · Collective trust Recordkeeper's own fund | $991K | 8.7% |
| John Hancock Multimanager Aggressive LS, Common/ Collective Trusts 7+ John Hancock (Manulife) · Collective trust Recordkeeper's own fund | $475K | 4.2% |
| Vanguard Growth Index Fund, Mutual Funds ek Vanguard · Mutual fund Index | $460K | 4.0% |
| John Hancock Multimanager Moderate LS, Common/ Collective Trusts a John Hancock (Manulife) · Collective trust Recordkeeper's own fund | $443K | 3.9% |
| collateral Current __ similar party Manager not matched · Other | $408K | 3.6% |
| John Hancock John Hancock (Manulife) · Money market Recordkeeper's own fund | $399K | 3.5% |
| John Hancock 500 Index Fund, Mutual Funds 7 John Hancock (Manulife) · Mutual fund IndexRecordkeeper's own fund | $143K | 1.3% |
| Virtus Large Cap Growth Stock, Mutual Funds ee Virtus · Mutual fund | $128K | 1.1% |
| 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 |
17 more funds in this lineup: name, manager, vehicle, dollars and share are on Pro.
Added 1 fund.
| Fund | Year-end value |
|---|---|
| AddedJohn Hancock | $399K |
Stable value and insurance contract lines, renames and class changes are not counted. Left out here: 3 renames.
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.
17 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 |
|---|---|
CWM LLC3 years Filed as: CWM, LLC Service code 26 · EIN 27-4011107 Advisory (Participants) | $25,069 |
Filed as: JOHN HANCOCK Service code 15 · EIN 01-0233346 Recordkeeping | $4,322 |
The auditor signed off without reservation. This is the cleanest opinion.
Plan features from the filing, actuarial disclosures and related pages.
7 feature codes on the 2025 filing.
2 contacts
11 filings · 2015 to 2025