Filings through .
2 of 18 flags tripped on the 2025 filing.
Low participation
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Few collective trusts
0% of fund dollars in collective trusts, which often cost less than the same strategy as a mutual fund.
This section compares the plan with plans of the same size, type and industry, and shows how it moved year over year.
We rank each metric against plans of the same size, type and industry.
Peer percentiles for 6 metrics are on Pro. Pro is free for 7 days and then costs $49 a month.
Showing the 2025 filing, 1 of 5 years on record. Charts need 3 years.
Older filings: assets, participants, contributions and return for each year are on Pro.
4 more years of history are on Pro. Pro is free for 7 days and then costs $49 a month.
$32K in admin expenses, $58 per participant (all participants, line 6f).
This section lists the funds on the plan's investment schedule and what changed since the prior filing.
9 funds of $250K or more; 14 lines in all, holding $5.5M of the plan's $5.7M. Recordkeeper: John Hancock (Manulife).
Target-date series: BlackRock LifePath Index, other, 49% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| BlackRock LifePath Index BlackRock · Separate account Target-date, 8 vintages | $2.7M | 49.0% |
| 500 Index Fund Manager not matched · Separate account Index | $654K | 11.9% |
| Vanguard Growth Index Fund Vanguard · Separate account Index | $418K | 7.6% |
| borrower, lessor or Manager not matched · Other | $284K | 5.2% |
| Vanguard Small-Cap Growth Index Fund Vanguard · Separate account Index | $251K | 4.6% |
| New Perspective Fund Capital Group · Separate account | $223K | 4.0% |
| Vanguard Mid-Cap Growth ETF Vanguard · Separate account Index | $209K | 3.8% |
| Vanguard Mid-Cap Value ETF Vanguard · Separate account Index | $165K | 3.0% |
| John Hancock Stable Value Fund John Hancock (Manulife) · Stable value Stable valueRecordkeeper's own fund | $147K | 2.7% |
| Mid Cap Index Fund Manager not matched · Separate account Index | $127K | 2.3% |
| Fund | Manager | Vehicle | Dollars | % of funds |
|---|---|---|---|---|
| Name available on Pro | Dollar amount available on Pro | Percentage available on Pro | ||
| Name available on Pro | Dollar amount available on Pro | Percentage available on Pro | ||
| Name available on Pro | Dollar amount available on Pro | Percentage available on Pro |
4 more funds in this lineup: name, manager, vehicle, dollars and share are on Pro.
Added 2 funds, dropped 1 fund.
| Fund | Year-end value |
|---|---|
| Dropped_ John Hancock _| Blackrock Lifepathindex 2040 | $866K |
| Added500 Index Fund | $654K |
| AddedVanguard Growth Index Fund | $418K |
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. They do not show money moved.
4 more lines in this lineup are on Pro. Pro is free for 7 days and then costs $49 a month.
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.
This section shows who is paid to serve the plan, who audits it and who signs the filing.
Top 2 by compensation.
| Provider | Compensation |
|---|---|
Service code 15 · EIN 13-3646501 Recordkeeping | $1,900 |
Filed as: JOHN HANCOCK NEW YORK Service code 15 Recordkeeping | $0 |
The auditor signed off without reservation. This is the cleanest opinion.
Plan features from the filing, actuarial disclosures and related pages.
6 feature codes on the 2025 filing.
2 contacts
5 filings · 2021 to 2025