Filings through .
3 of 18 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.)
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.
$227K in admin expenses, $1278 per participant (all participants, line 6f).
This section lists the funds on the plan's investment schedule and what changed since the prior filing.
4 funds hold $22.6M of the plan's $37.4M. Recordkeeper: John Hancock (Manulife).
| Fund | Dollars | % of funds% |
|---|---|---|
| Registered Investment Companies Manager not matched · Other | $17.2M | 76.1% |
| Corporate debt instruments Manager not matched · Other | $4.0M | 17.7% |
| Assets Investments, at fair value (See Notes 3 and 4): Cash and money market accounts Manager not matched · Money market | $741K | 3.3% |
| Receivables: Employer contributions Manager not matched · Other | $655K | 2.9% |
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 3 by compensation.
| Provider | Compensation |
|---|---|
RBC WEALTH MANAGEMENT2 years Service code 51 · EIN 41-1416330 Investment Mgmt Fees | $191,467 |
PENSION PLAN SPECIALISTS, PC6 years Filed as: PENSION PLAN SPECIALISTS Service code 17 · EIN 26-1570786 Pension Consulting | $5,317 |
Filed as: JOHN HANCOCK Service code 15 · EIN 01-0233346 Recordkeeping | $2,027 |
The auditor signed off without reservation. This is the cleanest opinion.
Plan features from the filing, actuarial disclosures and related pages.
6 feature codes on the 2025 filing.
Filed October 29, 1993.
This is a legacy paper filing. The plan administrator and contact details are only in the original filing. We have not converted them into data fields.
2 contacts
10 filings · 2016 to 2025