Filings through .
2 of 19 flags tripped on the 2025 filing.
Possible retail share class: $53K
Mutual funds in a class the filing names that is often retail or revenue sharing. Confirm before you raise it.
Few collective trusts
0% of fund dollars in collective trusts, which often cost less than the same strategy as a mutual fund.
This section compares the plan with plans of the same size, type and industry, and shows how it moved year over year.
We rank each metric against plans of the same size, type and industry.
Peer percentiles for 6 metrics are on Pro. Pro is free for 7 days and then costs $49 a month.
Showing the 2025 filing, 1 of 10 years on record. Charts need 3 years.
Older filings: assets, participants, contributions and return for each year are on Pro.
9 more years of history are on Pro. Pro is free for 7 days and then costs $49 a month.
$40K in admin expenses, $206 per participant (all participants, line 6f).
This section lists the funds on the plan's investment schedule and what changed since the prior filing.
18 funds of $250K or more; 30 lines in all, holding $24.9M of the plan's $25.1M. Recordkeeper: John Hancock (Manulife).
Target-date series: Vanguard Target Retirement, other, 31% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| Vanguard Target Retirement Vanguard · Separate account Target-date, 8 vintages | $7.6M | 30.6% |
| J. Hancock-LS Blend Growth Manager not matched · Separate account | $4.9M | 19.7% |
| J. Hancock-500 Index Fund Manager not matched · Separate account Index | $3.1M | 12.3% |
| J. Hancock.LS Blend Aggressive Manager not matched · Separate account | $1.8M | 7.3% |
| J. Hancock-LS Blend. Balanced Manager not matched · Separate account | $1.6M | 6.3% |
| Vanguard Total International Stock Index Fund Investor Shares Vanguard · Separate account Index | $1.2M | 5.0% |
| J. Hancock Manager not matched · Money market | $796K | 3.2% |
| Nuveen Large Cap Growth Index Fund TIAA (Nuveen) · Separate account Index | $784K | 3.2% |
| Investment Cost Value Vanguard Target Retirement 20 Vanguard · Mutual fund | $418K | 1.7% |
| Vanguard Equity Income Fund Investor Shares Vanguard · Separate account | $403K | 1.6% |
| Fund | Manager | Vehicle | Dollars | % of funds |
|---|---|---|---|---|
| Name available on Pro | Dollar amount available on Pro | Percentage available on Pro | ||
| Name available on Pro | Dollar amount available on Pro | Percentage available on Pro | ||
| Name available on Pro | Dollar amount available on Pro | Percentage available on Pro |
20 more funds in this lineup: name, manager, vehicle, dollars and share are on Pro.
Added 3 funds, dropped 1 fund. Changed vehicle on 1 fund.
| Fund | Year-end value |
|---|---|
| AddedJ. Hancock-500 Index Fund | $3.1M |
| AddedVanguard Total International Stock Index Fund Investor Shares | $1.2M |
| Dropped_ Stock Index ; Pooled Separate Ac | $800K |
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. They do not show money moved.
20 more lines and 2 more changes in this lineup are on Pro. Pro is free for 7 days and then costs $49 a month.
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.
This section shows who is paid to serve the plan, who audits it and who signs the filing.
Top 1 by compensation.
| Provider | Compensation |
|---|---|
Filed as: JOHN HANCOCK NEW YORK Service code 14 · EIN 13-3646501 Plan Administrator | $37,325 |
The auditor signed off without reservation. This is the cleanest opinion.
Plan features from the filing, actuarial disclosures and related pages.
6 feature codes on the 2025 filing.
3 contacts
11 filings · 2015 to 2025