Filings through .
2 of 18 flags tripped on the 2025 filing.
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.
$326K in admin expenses, $235 per participant (all participants, line 6f).
This section lists the funds on the plan's investment schedule and what changed since the prior filing.
19 funds of $250K or more, counting each target-date vintage; shown as 12 lines, holding $88.8M of the plan's $90.0M. Recordkeeper: John Hancock (Manulife).
Target-date series: T. Rowe Price Retirement, mutual fund, 82% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| T. Rowe Price Retirement T. Rowe Price · Mutual fund Target-date, 10 vintages | $72.8M | 82.0% |
| Vanguard Total Stock Market Index Fund Admiral Shares Vanguard · Mutual fund Index | $5.5M | 6.2% |
| Vanguard Cash Reserves Federal Money Market Fund Admiral Shares Vanguard · Money market | $3.0M | 3.4% |
| Vanguard Equity Income Fund Admiral Shares Vanguard · Mutual fund | $2.6M | 3.0% |
| JPMorgan Large Cap Growth Fund Class R6 JPMorgan · Mutual fund | $1.4M | 1.6% |
| Vanguard Ex Mkt Ind Fd Adm Vanguard · Mutual fund | $1.4M | 1.6% |
| Vanguard Total Int Index Adm Vanguard · Mutual fund Index | $821K | 0.9% |
| Vanguard Total Bond Market Index Fund Admiral Shares Vanguard · Mutual fund | $477K | 0.5% |
| Eupac Fund Class R-6 Capital Group · Mutual fund | $356K | 0.4% |
| PIMCO Real Return Fund Institutional PIMCO (Allianz) · Mutual fund | $305K | 0.3% |
| 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 |
2 more funds in this lineup: name, manager, vehicle, dollars and share are on Pro.
2 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 6 by compensation.
| Provider | Compensation |
|---|---|
AW REHN & ASSOCIATES2 years Service code 10 · EIN 91-1008626 Accounting | $101,018 |
Filed as: JOHN HANCOCK Service code 14 · EIN 04-1414660 Plan Administrator | $84,341 |
TURNER, STOEVE & GAGLIARDI, P.S.10+ years Filed as: TURNER, STOEVE & GAGLIARDI, PS Service code 29 · EIN 91-1282506 Legal | $41,727 |
HIGHLAND CAPITAL MANAGEMENT10+ years Filed as: HIGHLAND CAPITAL ADVISORS, LLC Service code 27 485 RAINIER BLVD NORTH · ISSAQUAH, WA 98027 Advisory (Plan) | $33,375 |
CLIFTONLARSONALLEN LLP2 years Filed as: CLIFTONLARSONALLEN, LLP Service code 10 · EIN 41-0746749 Accounting | $22,426 |
US BANK7 years Service code 19 555 SOUTHWEST OAK ST · PORTLAND, OR 97204 Securities Custodian | $7,916 |
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