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| Provider | Service type | Compensation |
|---|---|---|
Filed as: JOHN HANCOCK Service code 15 · EIN 01-0233346 | Recordkeeping | $50,589 |
Filed as: RAYMOND JAMES & ASSOCIATES, INC. Service code 27 123 LEE ST. NE · DECATUR, AL 35601 | Advisory (Plan) | $33,332 |
17 funds of $250K or more; 23 lines in all, holding $14.6M of the plan's $15.2M. From the 2025 filing. Recordkeeper: John Hancock (Manulife).
Target-date series: American Funds Target Date, mutual fund, 50% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| American Funds Target Date Capital Group · Mutual fund Target-date, 11 vintages | $7.3M | 49.8% |
| T. Rowe Price U.S. Equity Research Fund-I Class T. Rowe Price · Mutual fund | $1.4M | 9.8% |
| Columbia Dividend Fund A Ameriprise (Columbia Threadneedle) · Mutual fund Possible retail class A | $956K | 6.6% |
| JP Morgan Growth Adv R6 JPMorgan · Mutual fund | $897K | 6.2% |
| MFS International Growth Fund R3 MFS (Sun Life) · Mutual fund Possible retail class R3 | $775K | 5.3% |
| AllianceBernstein Large Cap Growth A AllianceBernstein · Other | $552K | 3.8% |
| Baron Focused Growth Inst Manager not matched · Other | $481K | 3.3% |
| Driehaus Emerging Mkts SC Grwt Manager not matched · Other | $394K | 2.7% |
| Vanguard Federal Money Market Fund Investor Shares Vanguard · Money market | $317K | 2.2% |
| Victory RS Global Fund Class R Victory Capital · Mutual fund | $254K | 1.7% |
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.
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 opinion is qualified. A specific issue limited the scope or accuracy of the audit.