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| Provider | Service type | Compensation |
|---|---|---|
Filed as: JOHN HANCOCK RETIREMENT PLAN SVCS Service code 15 · EIN 01-0233346 | Recordkeeping | $28,059 |
OSAIC WEALTH INC2 years Filed as: OSAIC WEALTH INC. Service code 27 · EIN 93-0987232 | Advisory (Plan) | $21,348 |
1 fund of $250K or more; 23 lines in all, holding $1.3M of the plan's $6.6M. From the 2025 filing. Recordkeeper: John Hancock (Manulife).
| Fund | Dollars | % of funds% |
|---|---|---|
| Fidelity 500 Index Fund Fidelity (FMR) · Mutual fund Index | $302K | 23.4% |
| Fidelity International lndex Fund Fidelity (FMR) · Mutual fund | $227K | 17.6% |
| Multimanager Lifestyle Aggressive Portfolio John Hancock (Manulife) · Mutual fund Recordkeeper's own fund | $187K | 14.5% |
| John Hancock JH Stable Value Guaranteed Income John Hancock (Manulife) · Insurance contract Recordkeeper's own fund | $134K | 10.4% |
| Fidelity U.S. Bond Index Fund Fidelity (FMR) · Mutual fund Index | $110K | 8.5% |
| Great Gray Large Cap Growth Fund III Manager not matched · Mutual fund | $84K | 6.5% |
| Great Gray Large Cap Value Fund III Manager not matched · Mutual fund | $39K | 3.0% |
| John Hancock Trust Company LLC John Hancock Income Fund John Hancock (Manulife) · Collective trust Recordkeeper's own fund | $38K | 2.9% |
| Pgim High Yield Fund Prudential (PGIM) · Mutual fund | $28K | 2.2% |
| Fidelity Small Cap Index Fund Fidelity (FMR) · Mutual fund Index | $23K | 1.8% |
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 71,410 large plans that list their funds in their annual filing. Updated Nov 6, 2026. Shares describe these plans, not the whole market.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.