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| Provider | Service type | Compensation |
|---|---|---|
BAKER NEWMAN NOYES2 years Filed as: BAKER NEWMAN & NOYES LLC Service code 10 · EIN 01-0494526 | Accounting | $6,900 |
Filed as: WILSHIRE ASSOCIATES INC USA Service code 26 · EIN 95-2755361 | Advisory (Participants) | $1,217 |
JOHN HANCOCK LIFE INSURANCE COMPANY11+ years Service code 15 · EIN 01-0233346 | Recordkeeping | $1,120 |
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.
The auditor signed off without reservation. This is the cleanest opinion.