Filings through .
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| Provider | Service type | Compensation |
|---|---|---|
EDWARD JONES8 years Filed as: EDWARD D JONES & CO Service code 26 · EIN 43-0345811 12555 MANCHESTER ROAD · ST. LOUIS, MO 63131 | Advisory (Participants) | $14,107 |
Service code 15 · EIN 01-0233346 | Recordkeeping | $2,294 |
Filed as: WILSHIRE ASSOCIATES, INC.(USA) Service code 26 · EIN 95-2755361 1299 OCEAN AVENUE · SANTA MONICA, CA 90401 | Advisory (Participants) | $1,128 |
9 funds of $250K or more; 19 lines in all, holding $6.2M of the plan's $6.2M. From the 2025 filing. Recordkeeper: John Hancock (Manulife).
Target-date series: John Hancock Lifetime Blend, collective trust, 72% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| John Hancock Lifetime Blend John Hancock (Manulife) · Collective trust Target-date, 10 vintagesRecordkeeper's own fund | $4.4M | 72.0% |
| John Hancock 500 Index Fund John Hancock (Manulife) · Separate account IndexRecordkeeper's own fund | $554K | 9.0% |
| Growth Fund OF America Capital Group · Mutual fund | $312K | 5.1% |
| Washington Mutual Investors Fund Capital Group · Mutual fund | $208K | 3.4% |
| U.S. Small Cap Portfolio Dimensional · Mutual fund | $112K | 1.8% |
| Capital World Growth & Income Fund Capital Group · Mutual fund | $75K | 1.2% |
| New Perspective Fund Capital Group · Mutual fund | $70K | 1.1% |
| John Hancock Total Bond Market Fund John Hancock (Manulife) · Mutual fund IndexRecordkeeper's own fund | $66K | 1.1% |
| Vanguard Small-Cap Value Index Fund Vanguard · Mutual fund Index | $64K | 1.0% |
| JH Bond Fund John Hancock (Manulife) · Mutual fund Recordkeeper's own fund | $58K | 0.9% |
No lineup changes between the 2024 and 2025 filings.
Stable value and insurance contract lines, renames and class changes are not counted. Left out here: 2 renames.
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.
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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.