Filings through .
3 of 18 flags tripped on the 2025 filing.
Corrective distributions
Plan reported corrective distributions (failed ADP/ACP testing).
Low returns
Annual investment return is in the bottom quintile of the peer cohort.
Few collective trusts
0% of fund dollars in collective trusts, which often cost less than the same strategy as a mutual fund.
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.
$10K in admin expenses, $14 per participant (all participants, line 6f).
This section lists the funds on the plan's investment schedule and what changed since the prior filing.
28 funds of $250K or more; 30 lines in all, holding $50.3M of the plan's $52.4M. Recordkeeper: Bank of America (Merrill).
| Fund | Dollars | % of funds% |
|---|---|---|
| Blackrock Equity Dividend A BlackRock · Mutual fund | $4.3M | 8.5% |
| GM Blackrock EQ Dividend Class A Mutual Fund BlackRock · Mutual fund | $4.0M | 7.9% |
| ClearBridge Large Cap Growth Fund Franklin Templeton · Mutual fund | $3.9M | 7.7% |
| Class A GM MFS International Intrinsic Mutual Fund MFS (Sun Life) · Mutual fund | $3.8M | 7.6% |
| Value Class A GM Invesco Core Bond Fund Class Mutual Fund Invesco · Mutual fund | $3.7M | 7.3% |
| Ishares S&P 500 Index FD A GM BlackRock · ETF Index | $3.6M | 7.3% |
| iShares S&P 500 Index A BlackRock · ETF Index | $3.2M | 6.4% |
| Class A GM Clearbridge Large Cap Growth Mutual Fund Franklin Templeton · Mutual fund | $2.3M | 4.6% |
| Class A MFS International Intrinsic Mutual Fund MFS (Sun Life) · Mutual fund | $2.2M | 4.4% |
| Value Fund Class A Eaton Vance Atlanta Capital Mutual Fund Morgan Stanley · Mutual fund | $1.9M | 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 |
20 more funds in this lineup: name, manager, vehicle, dollars and share are on Pro.
Added 9 funds, dropped 6 funds, likely replaced 2 funds. Changed share class on 3 funds.
| Fund | Year-end value |
|---|---|
| Share class changeBlackrock EQ Dividend A GM to GM Blackrock EQ Dividend Class A Mutual Fund | $3.7M to $4.0M |
| DroppedEaton Vance Atlanta Cptlsmd GM | $3.5M |
| AddedClass A MFS International Intrinsic Mutual Fund | $2.2M |
Stable value and insurance contract lines, renames and class changes are not counted. Left out here: 5 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.
20 more lines and 17 more changes 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 1 by compensation.
| Provider | Compensation |
|---|---|
MERRILL LYNCH PIERCE FENNER & SMITH11+ years Filed as: MERRILL LYNCH, PIERCE, FENNER AND S Service code 15 · EIN 13-5674085 Recordkeeping | $10,477 |
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
11 filings · 2015 to 2025