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| Provider | Service type | Compensation |
|---|---|---|
NFP RETIREMENT INC1 year Service code 27 · EIN 13-4029115 | Advisory (Plan) | $19,401 |
Filed as: JOHN HANCOCK USA Service code 15 · EIN 01-0233346 | Recordkeeping | $14,385 |
5 funds of $250K or more; 10 lines in all, holding $5.4M of the plan's $5.5M. From the 2025 filing. Recordkeeper: John Hancock (Manulife).
Target-date series: BlackRock LifePath Index, mutual fund, 82% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| BlackRock LifePath Index BlackRock · Mutual fund Target-date, 5 vintages | $4.4M | 82.3% |
| Black Rock Life Path Index 2060 BlackRock · Mutual fund Index | $231K | 4.3% |
| date, rate of interest, collateral, Current Black Ro Manager not matched · Other | $218K | 4.0% |
| Fidelity 500 Index Fund Fidelity (FMR) · Mutual fund Index | $175K | 3.2% |
| Black Rock Life Path Index 2065 Fund BlackRock · Mutual fund Index | $144K | 2.7% |
| Fidelity Global ex U.S. Index Fund Fidelity (FMR) · Mutual fund Index | $80K | 1.5% |
| JPMorgan U.S. Government Money Market Fund JPMorgan · Money market | $42K | 0.8% |
| Fidelity U.S. Bond Index Fund Fidelity (FMR) · Mutual fund Index | $32K | 0.6% |
| Fidelity Small Cap Index Fund Fidelity (FMR) · Mutual fund Index | $31K | 0.6% |
| Black Rock LifePath Index Retirement Fund BlackRock · Mutual fund Index | $4K | <0.1% |
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.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.