Filings through .
4 of 18 flags tripped on the 2025 filing.
Failed to transmit contributions
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
High fees
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Low assets / participant
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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.
$94K in admin expenses, $278 per participant (all participants, line 6f).
This section lists the funds on the plan's investment schedule and what changed since the prior filing.
11 funds of $250K or more; 17 lines in all, holding $7.0M of the plan's $7.2M. Recordkeeper: John Hancock (Manulife).
Target-date series: BlackRock LifePath Index, mutual fund, 46% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| BlackRock LifePath Index BlackRock · Mutual fund Target-date, 9 vintages | $2.8M | 40.5% |
| John Hancock 500 Index Fund John Hancock (Manulife) · Mutual fund IndexRecordkeeper's own fund | $1.1M | 15.6% |
| Nuveen Large Cap Growth Fund TIAA (Nuveen) · Mutual fund | $825K | 11.7% |
| Nuveen Large Cap Value Fund TIAA (Nuveen) · Mutual fund | $541K | 7.7% |
| Fidelity Mid Cap Index Fund Fidelity (FMR) · Mutual fund Index | $398K | 5.7% |
| BlackRock LifePath Index BlackRock · Separate account Target-date, 1 vintage | $359K | 5.1% |
| Vanguard Balanced Index Fund Vanguard · Mutual fund Index | $253K | 3.6% |
| Vanguard Total Bond Market Index Fund Vanguard · Mutual fund Index | $219K | 3.1% |
| Vanguard Mid-Cap Growth ETF Vanguard · ETF Index | $172K | 2.5% |
| Fidelity International Index Fund Fidelity (FMR) · Mutual fund Index | $96K | 1.4% |
| 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 |
7 more funds in this lineup: name, manager, vehicle, dollars and share are on Pro.
Changed vehicle on 3 funds.
| Fund | Year-end value |
|---|---|
| Other vehicle moveBlackRock LifePath Index 2040 to Blackrock Lifepath Index 2040 Fundseparate account to mutual fund | $2.1M to $3.1M |
| Other vehicle moveTiaa-Cref Large-Cap Growth to Nuveen Large Cap Growth Fundseparate account to mutual fund | $753K to $825K |
| Other vehicle moveTiaa-Cref Large-Cap Value to Nuveen Large Cap Value Fundseparate account to mutual fund | $623K to $541K |
Stable value and insurance contract lines, renames and class changes are not counted. Left out here: 2 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.
7 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 |
|---|---|
Filed as: DIVERSIFY ADVISORY SERVICES Service code 26 · EIN 92-0397260 Advisory (Participants) | $22,851 |
Service code 15 · EIN 01-0233346 Recordkeeping | $3,750 |
The auditor signed off without reservation. This is the cleanest opinion.
Plan features from the filing, actuarial disclosures and related pages.
5 feature codes on the 2025 filing.
3 contacts
11 filings · 2015 to 2025