Filings through .
4 of 17 flags tripped on the 2025 filing.
Failed to transmit contributions
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Low participant contribution
Participant contribution per participant is in the bottom quintile of the peer cohort.
Low employer contribution
Employer contribution per participant is in the bottom quintile of the peer cohort.
Low assets / participant
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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.
Fewer than 3 years of filings on record. Charts show once 3 consecutive filings are on file.
$162K in admin expenses, $55 per participant (all participants, line 6f).
This section lists the funds on the plan's investment schedule and what changed since the prior filing.
1 fund of $250K or more; 3 lines in all, holding $2.5M of the plan's $2.6M. Recordkeeper: John Hancock (Manulife).
| Fund | Dollars | % of funds% |
|---|---|---|
| Common Collective Trusts Manager not matched · Collective trust | $2.5M | 97.8% |
| Investments Investments at fair value Mutual funds Manager not matched · Mutual fund | $51K | 2.0% |
| Fully benefit-responsive investment - at contract value Investment contract with insurance company Manager not matched · Insurance contract | $5K | 0.2% |
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 4 by compensation.
| Provider | Compensation |
|---|---|
Filed as: JOHN HANCOCK RETIREMENT PLAN SERVIC Service code 13 690 CANTON ST · WESTWOOD, MD 02090 Contract Administrator | $78,671 |
BLITMAN & KING2+ years Filed as: BLITMAN & KING ATTORNEYS Service code 29 16 W MAIN ST 500 · ROCHESTER, NY 14614 Legal | $24,531 |
NOVAK FRANCELLA LLC1 year Filed as: NOVAK FRANCELLA, LLC Service code 10 · EIN 61-1436956 Accounting | $9,500 |
Filed as: MORGAN STANLEY & CO. Service code 21 1585 BROADWAY · NEW YORK, NY 10036 Bank Trustee | $7,500 |
The auditor signed off without reservation. This is the cleanest opinion.
Plan features from the filing, actuarial disclosures and related pages.
1 feature code on the 2025 filing.
2 contacts
2 filings · 2024 to 2025