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| Provider | Service type | Compensation |
|---|---|---|
Service code 15 · EIN 01-0233346 | Recordkeeping | $1,836 |
15 funds of $250K or more; 30 lines in all, holding $16.3M of the plan's $16.5M. From the 2024 filing. Recordkeeper: John Hancock (Manulife).
Target-date series: John Hancock Lifetime Blend, collective trust, 63% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| John Hancock Lifetime Blend John Hancock (Manulife) · Collective trust Target-date, 7 vintagesRecordkeeper's own fund | $6.6M | 40.6% |
| John Hancock Lifetime Blend John Hancock (Manulife) · Mutual fund Target-date, 7 vintagesRecordkeeper's own fund | $3.7M | 22.7% |
| S&P 500 Index Fund Manager not matched · Mutual fund Index | $2.8M | 16.8% |
| " Manager not matched · Mutual fund | $631K | 3.9% |
| SSgA Target Retirement State Street (SSgA) · Mutual fund Target-date, 4 vintages | $470K | 2.9% |
| Fidelity Contra Fund Fidelity (FMR) · Mutual fund | $386K | 2.4% |
| Fidelity Total Bond Fund Fidelity (FMR) · Mutual fund | $241K | 1.5% |
| Mid Cap Index Fund Manager not matched · Mutual fund Index | $229K | 1.4% |
| American Funds Fundamental Capital Group · Mutual fund | $199K | 1.2% |
| T. Rowe Price International Equity Index Fund T. Rowe Price · Mutual fund Index | $131K | 0.8% |
Covers 61,314 large plans that list their funds in their annual filing. Updated Nov 2, 2026. Shares describe these plans, not the whole market.
The auditor signed off without reservation. This is the cleanest opinion.