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| Provider | Service type | Compensation |
|---|---|---|
Service code 15 · EIN 01-0233346 | Recordkeeping | $1,491 |
Filed as: WILSHIRE ASSOCIATES INC USA Service code 26 · EIN 95-2755361 1299 OCEAN AVENUE · SANTA MONICA, CA 90401 | Advisory (Participants) | $1,264 |
9 funds of $250K or more; 28 lines in all, holding $5.8M of the plan's $5.9M. From the 2024 filing. Recordkeeper: John Hancock (Manulife).
Target-date series: American Funds Target Date, mutual fund, 49% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| American Funds Target Date Capital Group · Mutual fund Target-date, 10 vintages | $2.9M | 49.3% |
| John Hancock USA American Funds Fundamental Investors Capital Group · Mutual fund | $552K | 9.5% |
| John Hancock USA Capital Appreciation Fund John Hancock (Manulife) · Mutual fund Recordkeeper's own fund | $423K | 7.3% |
| Nuveen Lifecycle Index TIAA (Nuveen) · Mutual fund Target-date, 10 vintages | $322K | 5.5% |
| John Hancock USA Total Stock Market Index Fund John Hancock (Manulife) · Mutual fund IndexRecordkeeper's own fund | $309K | 5.3% |
| John Hancock USA EuroPacific Growth Fund Capital Group · Mutual fund | $202K | 3.5% |
| John Hancock USA Vanguard Small Cap Value Index Vanguard · Mutual fund Index | $166K | 2.9% |
| John Hancock USA Lifestyle Growth Strategy John Hancock (Manulife) · Mutual fund Recordkeeper's own fund | $142K | 2.4% |
| Pgim Jennison Mid-Cap Growth Fund Prudential (PGIM) · Mutual fund | $135K | 2.3% |
| John Hancock USA American Funds New World Fund Capital Group · Mutual fund | $128K | 2.2% |
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.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.