Filings through .
Filed May 18, 2016 (most recent of 4 filings on file)
This is a legacy paper filing. Plan administrator and contact details are recorded in the original filing, which has not been digitised into structured fields.
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| Provider | Service type | Compensation |
|---|---|---|
Service code 15 · EIN 01-0233346 | Recordkeeping | $626 |
Service code 37 2 EXECUTIVE PARK DR. · BEDFORD, NH 03110 | Loan Processing | $0 |
Filed as: WILSHIRE ASSOCIATES INC Service code 22 · EIN 95-2755361 | Insurance Broker | $0 |
10 funds of $250K or more; 25 lines in all, holding $15.3M of the plan's $15.7M. From the 2024 filing. Recordkeeper: John Hancock (Manulife).
| Fund | Dollars | % of funds% |
|---|---|---|
| American Funds 2045 TD Capital Group · Mutual fund | $3.4M | 22.4% |
| American Funds 2035 TD Capital Group · Mutual fund | $2.8M | 18.3% |
| S&P 500 Index Fund Manager not matched · Mutual fund Index | $1.8M | 11.9% |
| American Funds 2025 TD Capital Group · Mutual fund | $1.7M | 11.1% |
| American Funds 2030 TD Capital Group · Mutual fund | $1.5M | 10.0% |
| American Funds 2040 TD Capital Group · Mutual fund | $826K | 5.4% |
| Blue Chip Growth Fund Manager not matched · Mutual fund | $578K | 3.8% |
| John Hancock Stable Value Fund John Hancock (Manulife) · Stable value Stable valueRecordkeeper's own fund | $312K | 2.0% |
| American Funds 2020 TD Capital Group · Mutual fund | $310K | 2.0% |
| John Hancock Disciplined Value Fund John Hancock (Manulife) · Mutual fund Recordkeeper's own fund | $292K | 1.9% |
Covers 71,097 large plans that list their funds in their annual filing. Updated Nov 3, 2026. Shares describe these plans, not the whole market.
Plan reported corrective distributions (failed ADP/ACP testing).