Filings through .
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| Provider | Service type | Compensation |
|---|---|---|
Filed as: WILSHIRE ASSOCIATES INC Service code 26 | Advisory (Participants) | $3,135 |
Filed as: JOHN HANCOCK Service code 15 · EIN 01-0233364 | Recordkeeping | $1,132 |
11 funds of $250K or more; 26 lines in all, holding $18.2M of the plan's $18.4M. From the 2025 filing. Recordkeeper: John Hancock (Manulife).
Target-date series: John Hancock Lifetime Blend, collective trust, 52% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| John Hancock Lifetime Blend John Hancock (Manulife) · Collective trust Target-date, 9 vintagesRecordkeeper's own fund | $9.4M | 51.9% |
| John Hancock 500 Index Fund John Hancock (Manulife) · Separate account IndexRecordkeeper's own fund | $2.3M | 12.5% |
| Vanguard Growth Index Fund Vanguard · Separate account Index | $2.2M | 12.3% |
| The Growth Fund of America Pooled separate account Capital Group · Separate account | $886K | 4.9% |
| American Funds Capital Group · Separate account | $459K | 2.5% |
| American Funds Amcap Fund Capital Group · Separate account | $440K | 2.4% |
| American Funds Fundamental Inv Capital Group · Separate account | $390K | 2.1% |
| Oakmark International Fund Natixis IM · Separate account | $217K | 1.2% |
| American Funds American Balanced Fund Capital Group · Separate account | $213K | 1.2% |
| John Hancock Intl Growth John Hancock (Manulife) · Separate account Recordkeeper's own fund | $189K | 1.0% |
Dropped 2 funds. Moved to another target-date series.
| Fund | Year-end value |
|---|---|
| Target-date switchAmerican Funds 2045 TD to John Hancock Lifetime Blend 2060 Trust | $4.0M to $9.4M |
| DroppedBorrower, Lesser, or | $1.8M |
| DroppedAmerican Funds | $368K |
Stable value and insurance contract lines, renames and class changes are not counted. Left out here: 6 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.
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.