Filings through .
2 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.)
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.
$125K in admin expenses, $417 per participant (all participants, line 6f).
This section lists the funds on the plan's investment schedule and what changed since the prior filing.
17 funds of $250K or more; 19 lines in all, holding $25.6M of the plan's $26.6M. Recordkeeper: John Hancock (Manulife).
Target-date series: American Funds Target Date, mutual fund, 56% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| American Funds Target Date Capital Group · Mutual fund Target-date, 11 vintages | $14.2M | 55.6% |
| S&P 500 Index Fund Manager not matched · Mutual fund Index | $5.6M | 22.0% |
| JPMorgan Large Cap Growth Fund JPMorgan · Mutual fund | $2.2M | 8.5% |
| Stable Value Fund Manager not matched · Insurance contract | $749K | 2.9% |
| PIMCO Income Fund PIMCO (Allianz) · Mutual fund | $628K | 2.5% |
| MFS Mid Cap Stock Fund MFS (Sun Life) · Mutual fund | $511K | 2.0% |
| JH Disciplined Value Mid Cap Manager not matched · Other | $395K | 1.5% |
| Fidelity Mid Cap Index Fund Fidelity (FMR) · Mutual fund Index | $301K | 1.2% |
| Small Growth Invesco · Mutual fund | $243K | 0.9% |
| AF Europac Growth Capital Group · Mutual fund | $189K | 0.7% |
| 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 |
9 more funds in this lineup: name, manager, vehicle, dollars and share are on Pro.
Dropped 2 funds.
| Fund | Year-end value |
|---|---|
| DroppedCapital Appreciation Fund | $1.3M |
| DroppedJPMorgan Mid Cap Value Fund | $367K |
Stable value and insurance contract lines, renames and class changes are not counted.
Changes of at least $250K and 0.1% of the plan between the 2024 and 2025 filings. Values are year-end holdings. They do not show money moved.
9 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 |
|---|---|
Service code 26 · EIN 47-5476782 2050 MAIN STREET #510 · IRVINE, CA 82614 Advisory (Participants) | $58,604 |
Service code 15 · EIN 01-0233346 Recordkeeping | $3,244 |
The auditor signed off without reservation. This is the cleanest opinion.
Plan features from the filing, actuarial disclosures and related pages.
7 feature codes on the 2025 filing.
3 contacts
11 filings · 2015 to 2025