Filings through .
1 of 17 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.)
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.
$85K in admin expenses, $389 per participant (all participants, line 6f).
This section lists the funds on the plan's investment schedule and what changed since the prior filing.
13 funds of $250K or more; 17 lines in all, holding $9.2M of the plan's $28.0M. Recordkeeper: not identified.
| Fund | Dollars | % of funds% |
|---|---|---|
| PIMCO Income Fund PIMCO (Allianz) · Mutual fund | $1.1M | 11.5% |
| Pgim Shrt Term Corp Bond fund Prudential (PGIM) · Mutual fund | $1.0M | 11.4% |
| MFS Income Fund MFS (Sun Life) · Mutual fund | $1.0M | 11.3% |
| Doubleline FDS TR fund DoubleLine · Collective trust | $976K | 10.6% |
| Lord Abbett Invt TR fund Lord Abbett · Collective trust | $964K | 10.5% |
| BNY Mellon Investment BNY · Other | $916K | 10.0% |
| Diamond Hill FDS Diamond Hill · Other | $647K | 7.0% |
| Fundvantage TR Manager not matched · Other | $615K | 6.7% |
| Interest-bearing cash and cash equivalents Federated Hermes Treasury Obligation MM Federated Hermes · Money market | $331K | 3.6% |
| John Hancock FDS III John Hancock (Manulife) · Mutual fund | $293K | 3.2% |
| 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.
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 1 by compensation.
| Provider | Compensation |
|---|---|
JP MORGAN4 years Filed as: JP MORGAN SECURITIES LLC Service code 51 · EIN 13-4110995 4 METROTECH CENTER · BROOKLYN, NY 11245 Investment Mgmt Fees | $85,160 |
The auditor signed off without reservation. This is the cleanest opinion.
Plan features from the filing, actuarial disclosures and related pages.
4 feature codes on the 2025 filing.
2 contacts
10 filings · 2016 to 2025