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| Provider | Service type | Compensation |
|---|---|---|
Service code 15 · EIN 01-0233346 | Recordkeeping | $35,805 |
2 funds of $250K or more; 31 lines in all, holding $3.8M of the plan's $3.8M. From the 2025 filing. Recordkeeper: John Hancock (Manulife).
Target-date series: John Hancock Lifetime Blend, other, 15% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| John Hancock Multimanager Balanced LS John Hancock (Manulife) · Insurance contract Recordkeeper's own fund | $1.4M | 36.9% |
| John Hancock Multimanager Growth LS John Hancock (Manulife) · Insurance contract Recordkeeper's own fund | $953K | 25.2% |
| John Hancock Lifetime Blend John Hancock (Manulife) · Insurance contract Target-date, 9 vintagesRecordkeeper's own fund | $574K | 15.2% |
| John Hancock Multimanager Aggressive LS John Hancock (Manulife) · Insurance contract Recordkeeper's own fund | $184K | 4.9% |
| Vanguard Value Index Fund Vanguard · Insurance contract Index | $117K | 3.1% |
| John Hancock Life Insurance Company Science & Technology Fund John Hancock (Manulife) · Insurance contract Recordkeeper's own fund | $115K | 3.0% |
| December 31, 2025 Investment contract with an insurance company: John Hancock Life Insurance John Hancock (Manulife) · Insurance contract Recordkeeper's own fund | $71K | 1.9% |
| Vanguard Mid-Cap Value ETF Vanguard · Insurance contract | $63K | 1.7% |
| John Hancock Multimanager Conservative LS John Hancock (Manulife) · Insurance contract Recordkeeper's own fund | $42K | 1.1% |
| John Hancock Life Insurance Company John Hancock (Manulife) · Insurance contract Recordkeeper's own fund | $40K | 1.1% |
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.
The auditor signed off without reservation. This is the cleanest opinion.