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| Provider | Service type | Compensation |
|---|---|---|
Filed as: MERRILL LYNCH Service code 26 · EIN 13-5674085 150 N COLLEGE ST. · CHARLOTTE, NC 28202 | Advisory (Participants) | $20,521 |
Filed as: JOHN HANCOCK LIFE INSURANCE CO Service code 15 · EIN 01-0233346 | Recordkeeping | $3,188 |
7 funds of $250K or more; 39 lines in all, holding $7.6M of the plan's $8.1M. From the 2024 filing. Recordkeeper: John Hancock (Manulife).
| Fund | Dollars | % of funds% |
|---|---|---|
| Pooled: John Hancock JH Multi-Index LS Moderat John Hancock (Manulife) · Separate account IndexRecordkeeper's own fund | $1.5M | 19.4% |
| 500 Index Trust (A) John Hancock (Manulife) · Mutual fund IndexPossible retail class ARecordkeeper's own fund | $695K | 9.1% |
| American Funds 2040 TD Capital Group · Mutual fund Possible retail class A | $590K | 7.7% |
| John Hancock Disciplined Value Fund Class A John Hancock (Manulife) · Mutual fund Possible retail class ARecordkeeper's own fund | $498K | 6.5% |
| Blue Chip Growth Fund Class A John Hancock (Manulife) · Mutual fund Possible retail class ARecordkeeper's own fund | $485K | 6.4% |
| American Funds 2045 TD Capital Group · Mutual fund Possible retail class A | $442K | 5.8% |
| American Funds 2025 TD Capital Group · Mutual fund Possible retail class A | $336K | 4.4% |
| American Funds 2050 TD Capital Group · Mutual fund Possible retail class A | $242K | 3.2% |
| PIMCO Commodity Real Return Strategy Fund PIMCO (Allianz) · Mutual fund Possible retail class A | $240K | 3.1% |
| Vanguard Value Index Fund (A) Vanguard · Mutual fund IndexPossible retail class A | $231K | 3.0% |
Covers 60,908 large plans that list their funds in their annual filing. Updated Nov 2, 2026. Shares describe these plans, not the whole market.
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.