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| Provider | Service type | Compensation |
|---|---|---|
UBS FINANCIAL SERVICES INC3 years Service code 26 · EIN 13-2638166 | Advisory (Participants) | $28,868 |
Service code 15 · EIN 13-3646501 | Recordkeeping | $0 |
19 funds of $250K or more; 46 lines in all, holding $21.0M of the plan's $21.0M. From the 2025 filing. Recordkeeper: John Hancock (Manulife).
| Fund | Dollars | % of funds% |
|---|---|---|
| John Hancock USA Multimanager Balanced LS John Hancock (Manulife) · Separate account Recordkeeper's own fund | $4.4M | 20.9% |
| John Hancock USA Multimanager Growth LS John Hancock (Manulife) · Separate account Recordkeeper's own fund | $3.0M | 14.4% |
| John Hancock USA Blue Chip Growth Fund John Hancock (Manulife) · Separate account Recordkeeper's own fund | $1.6M | 7.8% |
| John Hancock USA U.S. Growth Fund John Hancock (Manulife) · Separate account Recordkeeper's own fund | $1.6M | 7.6% |
| Retirement John Hancock USA Multimanager Aggressive LS John Hancock (Manulife) · Separate account Recordkeeper's own fund | $1.4M | 6.8% |
| Index John Hancock USA 500 Index Fund John Hancock (Manulife) · Separate account IndexRecordkeeper's own fund | $804K | 3.8% |
| Fund of America John Hancock USA BlackRock High Yield Fund BlackRock · Separate account | $803K | 3.8% |
| John Hancock USA Fidelity ContraFund Fidelity (FMR) · Separate account | $795K | 3.8% |
| John Hancock USA American Century Heritage American Century · Separate account | $569K | 2.7% |
| John Hancock USA Nuveen Equity Index Fund TIAA (Nuveen) · Separate account Index | $489K | 2.3% |
Added 6 funds. Changed vehicle on 6 funds.
| Fund | Year-end value |
|---|---|
| Other vehicle moveJohn Hancock JH Multimanager Balanced LS to John Hancock USA Multimanager Balanced LSmutual fund to separate account | $4.0M to $4.4M |
| AddedJohn Hancock USA U.S. Growth Fund | $1.6M |
| Other vehicle moveJohn Hancock USA JH Disciplined Value International Fun to John Hancock USA Disciplined Value Intl Fundmutual fund to separate account | $1.4M to $130K |
Stable value and insurance contract lines, renames and class changes are not counted. Left out here: 8 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 71,097 large plans that list their funds in their annual filing. Updated Nov 3, 2026. Shares describe these plans, not the whole market.
The auditor signed off without reservation. This is the cleanest opinion.