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| Provider | Service type | Compensation |
|---|---|---|
Filed as: WEALTH PLAN INVESTMENT MGT LLC Service code 26 · EIN 85-4122522 | Advisory (Participants) | $32,235 |
Service code 15 · EIN 13-3646501 P.O. BOX 600 · BUFFALO, NY 14201 | Recordkeeping | $1,074 |
14 funds of $250K or more; 35 lines in all, holding $10.6M of the plan's $11.6M. From the 2025 filing. Recordkeeper: John Hancock (Manulife).
Target-date series: Vanguard Target Retirement, mutual fund, 11% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| Vanguard Growth Index Fund Investor Shares Vanguard · Mutual fund Index | $2.0M | 19.0% |
| Vanguard Target Retirement Vanguard · Mutual fund Target-date, 8 vintages | $1.1M | 10.8% |
| JH Multimanager Growth LS John Hancock (Manulife) · Mutual fund Recordkeeper's own fund | $988K | 9.3% |
| iShares MSCI EAFE Growth ETF BlackRock · ETF Index | $685K | 6.5% |
| Vanguard Mid-Cap Growth ETF Vanguard · ETF Index | $598K | 5.6% |
| John Hancock JH Multimanager Balanced LS John Hancock (Manulife) · Mutual fund Recordkeeper's own fund | $593K | 5.6% |
| John Hancock Disciplined Value Fund John Hancock (Manulife) · Mutual fund Recordkeeper's own fund | $590K | 5.6% |
| John Hancock 500 Index Fund John Hancock (Manulife) · Mutual fund IndexRecordkeeper's own fund | $526K | 5.0% |
| BlackRock Global Allocation Fund BlackRock · Mutual fund | $409K | 3.9% |
| Vanguard Value Index Fund Investor Shares Vanguard · Mutual fund Index | $403K | 3.8% |
Likely replaced 1 fund.
| Fund | Year-end value |
|---|---|
| ReplacedHighVanguard International Growth Fund Investor Shares to iShares MSCI EAFE Growth ETF | $548K to $685K |
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 71,097 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).
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.