Filings through .
3 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.)
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.
$64K in admin expenses, $388 per participant (all participants, line 6f).
This section lists the funds on the plan's investment schedule and what changed since the prior filing.
8 funds of $250K or more; 27 lines in all, holding $9.0M of the plan's $9.1M. Recordkeeper: John Hancock (Manulife).
Target-date series: American Funds Target Date, other, 9% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| American Funds American Balanced Fund Capital Group · Insurance contract | $2.2M | 24.7% |
| JPMorgan Large Cap Growth JPMorgan · Insurance contract | $1.1M | 12.1% |
| Invesco Equity & Income Fund Invesco · Insurance contract | $998K | 11.1% |
| Franklin Global Allocation Fund Franklin Templeton · Insurance contract | $831K | 9.2% |
| American Funds Target Date Capital Group · Insurance contract Target-date, 8 vintages | $765K | 8.5% |
| John Hancock Life Insurance Company (U.S.A.) John Hancock (Manulife) · Insurance contract Recordkeeper's own fund | $566K | 6.3% |
| John Hancock Disciplined Value John Hancock (Manulife) · Insurance contract Recordkeeper's own fund | $271K | 3.0% |
| John Hancock Fundamental Large Cap Value John Hancock (Manulife) · Insurance contract Recordkeeper's own fund | $271K | 3.0% |
| American Century Heritage American Century · Insurance contract | $227K | 2.5% |
| JPMorgan U.S. Equity Fund JPMorgan · Insurance contract | $213K | 2.4% |
| 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 |
17 more funds in this lineup: name, manager, vehicle, dollars and share are on Pro.
17 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 4 by compensation.
| Provider | Compensation |
|---|---|
Service code 26 · EIN 13-2638166 Advisory (Participants) | $15,747 |
NAVIA BENEFIT SOLUTIONS1 year Filed as: NAVIA BENEFIT SOLUTIONS, INC. Service code 14 735 W. ALLUVIAL AVE, · FRESNO, CA 93711 Plan Administrator | $10,266 |
LPL FINANCIAL1 year Filed as: LPL FINANCIAL LLC- RPCP Service code 26 · EIN 04-3046611 Advisory (Participants) | $8,801 |
Service code 15 · EIN 01-0233346 Recordkeeping | $824 |
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.
2 contacts
11 filings · 2015 to 2025