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| Provider | Service type | Compensation |
|---|---|---|
Filed as: JOHN HANCOCK RETIREMENT PLAN SERVIC Service code 15 · EIN 01-0233346 | Recordkeeping | $91,134 |
Filed as: MML INVESTORS SERVICES, LLC Service code 23 · EIN 04-3109325 1295 STATE STREET · SPRINGFIELD, MA 01111 | Insurance services | $52,500 |
22 funds of $250K or more; 29 lines in all, holding $47.1M of the plan's $47.9M. From the 2025 filing. Recordkeeper: John Hancock (Manulife).
Target-date series: BlackRock LifePath Index, mutual fund, 65% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| BlackRock LifePath Index BlackRock · Mutual fund Target-date, 8 vintages | $30.7M | 65.1% |
| Vanguard 500 Index Fund Admiral Shares Vanguard · Mutual fund Index | $4.7M | 10.1% |
| Vanguard Growth Index Fund Admiral Shares Vanguard · Mutual fund Index | $3.8M | 8.0% |
| Fidelity Nasdaq Composite Index Fund Fidelity (FMR) · Mutual fund Index | $1.4M | 3.1% |
| Vanguard Cash Reserves Federal Money Market Fund Admiral Shares Vanguard · Money market | $678K | 1.4% |
| Vanguard Small-Cap Value Index Fund Admiral Shares Vanguard · Mutual fund Index | $574K | 1.2% |
| John Hancock Stable Value Fund R6 John Hancock (Manulife) · Stable value Stable valueRecordkeeper's own fund | $543K | 1.2% |
| Capital World Growth & Income Fund Class R-5 Capital Group · Mutual fund | $432K | 0.9% |
| Invesco Gold & Special Minerals Fund Class R6 Invesco · Mutual fund | $396K | 0.8% |
| T. Rowe Price U.S. Equity Research Fund-I Class T. Rowe Price · Mutual fund | $382K | 0.8% |
Added 1 fund, dropped 1 fund.
| Fund | Year-end value |
|---|---|
| AddedFidelity Nasdaq Composite Index Fund | $1.4M |
| DroppedT. Rowe Price Science & Technology Fund, Inc. T. Rowe Price Science & Technology Fund-I Class | $1.2M |
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, not money moved.
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.
Form 5500 reported that benefits due were not provided when due.
The auditor signed off without reservation. This is the cleanest opinion.