Filings through .
2 of 17 flags tripped on the 2025 filing.
Corrective distributions
Plan reported corrective distributions (failed ADP/ACP testing).
High fees
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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.
$68K in admin expenses, $376 per participant (all participants, line 6f).
This section lists the funds on the plan's investment schedule and what changed since the prior filing.
20 funds of $250K or more; 25 lines in all, holding $23.6M of the plan's $23.8M. Recordkeeper: John Hancock (Manulife).
| Fund | Dollars | % of funds% |
|---|---|---|
| GG Cap Group 2020 TD Trust CT Manager not matched · Collective trust | $4.0M | 16.9% |
| GG Cap Group 2040 TD Trust CT Manager not matched · Collective trust | $2.4M | 10.3% |
| GG Cap Group 2035 TD Trust CT Manager not matched · Collective trust | $2.3M | 9.8% |
| GG Cap Group 2045 TD Trust CT Manager not matched · Collective trust | $2.2M | 9.2% |
| GG Cap Group 2030 TD Trust CT Manager not matched · Collective trust | $2.0M | 8.6% |
| Vanguard Treasury Money Market Index Fund Vanguard · Money market Index | $1.6M | 6.6% |
| NT SP 500 Index NonLend Tier 4 Northern Trust · Collective trust Index | $1.1M | 4.7% |
| JPMorgan Large Cap Growth Fund Class R6 JPMorgan · Mutual fund | $912K | 3.9% |
| GG Cap Group 2050 TD Trust CT Manager not matched · Collective trust | $887K | 3.8% |
| GG Cap Group 2015 TD Trust CT Manager not matched · Collective trust | $811K | 3.4% |
| 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 |
15 more funds in this lineup: name, manager, vehicle, dollars and share are on Pro.
15 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 |
|---|---|
CAPFINANCIAL PARTNERS LLC2 years Service code 27 4208 SIX FORKS RD · RALEIGH, NC 27609 Advisory (Plan) | $44,585 |
Filed as: JOHN HANCOCK USA Service code 15 · EIN 01-0233346 Recordkeeping | $23,127 |
The auditor signed off without reservation. This is the cleanest opinion.
Plan features from the filing, actuarial disclosures and related pages.
8 feature codes on the 2025 filing.
Filed February 12, 1997.
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
11 filings · 2015 to 2025