Filings through .
Filed January 13, 2021
Street address, email and phone are on Pro, free for 7 days.
See peer percentile detail with Pro.
Pro shows the percentile for each metric against plans of the same size and industry. Free for 7 days, no card. Then $49 a month. Cancel any time.
| Provider | Service type | Compensation |
|---|---|---|
Service code 15 · EIN 94-2456320 | Recordkeeping | $10,200 |
Filed as: JOHN HANCOCK Service code 15 · EIN 01-0233346 | Recordkeeping | $5,063 |
16 funds of $250K or more; 59 lines in all, holding $29.8M of the plan's $29.9M. From the 2025 filing. Recordkeeper: Associated Pension Consultants.
| Fund | Dollars | % of funds% |
|---|---|---|
| Cost Value Mutual Funds Ameri Manager not matched · Mutual fund | $4.0M | 13.5% |
| American fund 2055 TD Manager not matched · Mutual fund | $3.2M | 10.9% |
| American fund 2050 TD Manager not matched · Mutual fund | $2.8M | 9.5% |
| American fund 2065 TD Manager not matched · Mutual fund | $2.7M | 9.0% |
| JH Multimanager Growth LS Manager not matched · Mutual fund | $2.6M | 8.6% |
| American fund 2045 TD Manager not matched · Mutual fund | $2.2M | 7.3% |
| American fund 2040 TD Manager not matched · Mutual fund | $2.0M | 6.8% |
| American fund 2035 TD Manager not matched · Mutual fund | $1.9M | 6.4% |
| S&P 500 Index Fund Manager not matched · Mutual fund Index | $1.3M | 4.5% |
| American fund 2030 TD Manager not matched · Mutual fund | $1.3M | 4.4% |
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.
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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.