Filings through .
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| Provider | Service type | Compensation |
|---|---|---|
VALMARK ADVISERS INC9 years Filed as: VALMARK ADVISERS, INC Service code 26 · EIN 31-1509466 | Advisory (Participants) | $24,237 |
Filed as: JOHN HANCOCK LIFE INSURANCE CO Service code 15 · EIN 01-0233346 | Recordkeeping | $1,792 |
8 funds of $250K or more; 21 lines in all, holding $9.5M of the plan's $9.7M. From the 2025 filing. Recordkeeper: John Hancock (Manulife).
| Fund | Dollars | % of funds% |
|---|---|---|
| American Funds 2030 TD Capital Group · Mutual fund | $2.4M | 24.6% |
| American Funds 2035 TD Capital Group · Mutual fund | $1.7M | 17.4% |
| American Funds 2025 TD Capital Group · Mutual fund | $1.0M | 10.8% |
| American Funds 2040 TD Capital Group · Mutual fund | $876K | 9.2% |
| American Funds 2050 TD Capital Group · Mutual fund | $869K | 9.1% |
| American Funds 2045 TD Capital Group · Mutual fund | $693K | 7.3% |
| American Funds 2055 TD Capital Group · Mutual fund | $656K | 6.9% |
| American Funds 2060 TD Capital Group · Mutual fund | $580K | 6.1% |
| John Hancock Stable Value Fund John Hancock (Manulife) · Insurance contract Recordkeeper's own fund | $224K | 2.4% |
| Vanguard Growth Index Fund Vanguard · Mutual fund Index | $164K | 1.7% |
No lineup changes between the 2024 and 2025 filings.
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.
The auditor signed off without reservation. This is the cleanest opinion.