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| Provider | Service type | Compensation |
|---|---|---|
JOHN HANCOCK LIFE INSURANCE COMPANY11+ years Filed as: JOHN HANCOCK LIFE INSURANCE Service code 15 · EIN 01-0233346 P.O. BOX 600 · BUFFALO, NY 14201 | Recordkeeping | $40,317 |
Filed as: PPG RETIREMENT PLAN SERVICES Service code 15 · EIN 39-1915811 5117 GREEN BAY ROAD SUITE B · KENOSHA, WI 53144 | Recordkeeping | $17,433 |
OSAIC WEALTH INC1 year Filed as: OSAIC WEALTH, INC. Service code 26 · EIN 93-0987232 10 EXCHANGE PLACE · JERSEY CITY, NJ 07302 | Advisory (Participants) | $17,008 |
Filed as: SECURITIES AMERICA ADVISORS Service code 26 · EIN 47-0648506 12325 PORT GRACE BOU · LA VISTA, NE 68128 | Advisory (Participants) | $3,302 |
7 funds of $250K or more; 34 lines in all, holding $7.9M of the plan's $8.2M. From the 2025 filing. Recordkeeper: John Hancock (Manulife).
Target-date series: T. Rowe Price Retirement, mutual fund, 18% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| John Hancock JH Multimanager Balanced Lifestyle Fund John Hancock (Manulife) · Mutual fund Recordkeeper's own fund | $2.4M | 30.2% |
| Multimanager Lifestyle Growth Portfolio John Hancock (Manulife) · Mutual fund Recordkeeper's own fund | $1.4M | 18.1% |
| T. Rowe Price Retirement T. Rowe Price · Mutual fund Target-date, 9 vintages | $1.4M | 17.9% |
| John Hancock JH Multimanager Moderate Lifestyle Fund John Hancock (Manulife) · Mutual fund Recordkeeper's own fund | $381K | 4.8% |
| Multimanager Lifestyle Aggressive Portfolio John Hancock (Manulife) · Mutual fund Recordkeeper's own fund | $273K | 3.5% |
| John Hancock American Balanced Fund John Hancock (Manulife) · Mutual fund Recordkeeper's own fund | $256K | 3.2% |
| Nuveen Large Cap Growth Index Fund TIAA (Nuveen) · Mutual fund Index | $198K | 2.5% |
| New Perspective Fund Capital Group · Mutual fund | $169K | 2.1% |
| Blue Chip Growth Fund John Hancock (Manulife) · Mutual fund Recordkeeper's own fund | $162K | 2.1% |
| U.S. Large Company Portfolio Dimensional · Mutual fund | $144K | 1.8% |
No lineup changes between the 2024 and 2025 filings.
Stable value and insurance contract lines, renames and class changes are not counted. Left out here: 1 rename.
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.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.