Filings through .
Filed September 22, 1992
This is a legacy paper filing. Plan administrator and contact details are recorded in the original filing, which has not been digitised into structured fields.
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| Provider | Service type | Compensation |
|---|---|---|
Filed as: JOHN HANCOCK Service code 15 · EIN 01-0233346 | Recordkeeping | $74,793 |
UBS FINANCIAL SERVICES INC8 years Filed as: UBS FINANCIAL SERVICES, INC. Service code 27 · EIN 13-2631866 | Advisory (Plan) | $48,809 |
WITHUMSMITH+BROWN, PC1 year Service code 10 · EIN 22-2027092 | Accounting | $20,000 |
DOPKINS & COMPANY, LLP1 year Service code 10 · EIN 16-0929175 | Accounting | $14,923 |
26 funds of $250K or more; 21 lines in all, holding $53.5M of the plan's $54.3M. From the 2025 filing. Recordkeeper: John Hancock (Manulife).
Target-date series: American Funds Target Date, mutual fund, 34% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| American Funds Target Date Capital Group · Mutual fund Target-date, 13 vintages | $18.3M | 34.2% |
| Shares of Registered Investment Companies: JP Morgan Large Growth R6 JPMorgan · Mutual fund | $5.3M | 10.0% |
| Reliance Trust Company Stable Value Fund Manager not matched · Stable value Stable value | $4.0M | 7.6% |
| Fidelity 500 Index Fund Fidelity (FMR) · Mutual fund Index | $3.9M | 7.3% |
| MFS Value Fund R4 MFS (Sun Life) · Mutual fund | $3.4M | 6.4% |
| T. Rowe Price T. Rowe Price · Mutual fund | $3.3M | 6.2% |
| John Hancock Bond Fund Class R4 John Hancock (Manulife) · Mutual fund Recordkeeper's own fund | $2.4M | 4.5% |
| John Hancock International Growth Fund Class R4 John Hancock (Manulife) · Mutual fund Recordkeeper's own fund | $1.9M | 3.5% |
| Fidelity International Index Fund Fidelity (FMR) · Mutual fund Index | $1.6M | 3.1% |
| Nomura Emerging Markets Int Manager not matched · Other | $1.6M | 3.0% |
Added 1 fund, dropped 1 fund.
| Fund | Year-end value |
|---|---|
| AddedShares of Registered Investment Companies: JP Morgan Large Growth R6 | $5.3M |
| DroppedShares of registered investment companies: T. Rowe Price | $5.3M |
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.)
The auditor signed off without reservation. This is the cleanest opinion.