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| Provider | Service type | Compensation |
|---|---|---|
Filed as: JOHN HANCOCK NEW YORK Service code 15 · EIN 13-3646501 | Recordkeeping | $3,108 |
12 funds of $250K or more; 20 lines in all, holding $11.9M of the plan's $12.3M. From the 2025 filing. Recordkeeper: John Hancock (Manulife).
Target-date series: BlackRock LifePath Index, mutual fund, 52% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| BlackRock LifePath Index BlackRock · Mutual fund Target-date, 8 vintages | $5.5M | 46.4% |
| S&P 500 Index Fund Manager not matched · Mutual fund Index | $2.7M | 22.6% |
| Vanguard Growth Index Fund Investor Shares Vanguard · Mutual fund Index | $1.2M | 9.7% |
| BlackRock LifePath Index BlackRock · Separate account Target-date, 1 vintage | $690K | 5.8% |
| Vanguard Mid-Cap Growth ETF Vanguard · ETF Index | $290K | 2.4% |
| Vanguard Tot Wld Stk Index ETF Vanguard · ETF Index | $217K | 1.8% |
| Vanguard Value Index Fund Investor Shares Vanguard · Mutual fund Index | $210K | 1.8% |
| New Perspective Fund Capital Group · Mutual fund | $184K | 1.6% |
| John Hancock Stable Value Fund John Hancock (Manulife) · Insurance contract Recordkeeper's own fund | $155K | 1.3% |
| Vanguard Strategic Equity Fund Investor Shares Vanguard · Mutual fund | $142K | 1.2% |
Likely replaced 1 fund.
| Fund | Year-end value |
|---|---|
| ReplacedHighGrowth Fund OF America to Vanguard Growth Index Fund Investor Shares | $839K to $1.2M |
Stable value and insurance contract lines, renames and class changes are not counted. Left out here: 1 rename.
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 71,097 large plans that list their funds in their annual filing. Updated Nov 3, 2026. Shares describe these plans, not the whole market.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.