Filings through .
1 of 18 flags tripped on the 2025 filing.
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 10 years on record. Charts need 3 years.
Older filings: assets, participants, contributions and return for each year are on Pro.
9 more years of history are on Pro. Pro is free for 7 days and then costs $49 a month.
$30K in admin expenses, $132 per participant (all participants, line 6f).
This section lists the funds on the plan's investment schedule and what changed since the prior filing.
1 fund of $250K or more; 31 lines in all, holding $2.7M of the plan's $2.8M. Recordkeeper: John Hancock (Manulife).
| Fund | Dollars | % of funds% |
|---|---|---|
| John Hancock S &P 500 Index Fund John Hancock (Manulife) · Mutual fund IndexRecordkeeper's own fund | $361K | 13.5% |
| American Funds Capital Group · Mutual fund | $206K | 7.7% |
| Lifestyle - Moderate Active John Hancock (Manulife) · Mutual fund Recordkeeper's own fund | $206K | 7.7% |
| John Hancock 2045 Active Strategy John Hancock (Manulife) · Mutual fund Recordkeeper's own fund | $200K | 7.5% |
| JPMorgan Large Cap Growth Fund JPMorgan · Mutual fund | $198K | 7.4% |
| John Hancock Lifestyle Growth Active Strategy John Hancock (Manulife) · Mutual fund Recordkeeper's own fund | $144K | 5.4% |
| John Hancock 2050 Active Strategy John Hancock (Manulife) · Mutual fund Recordkeeper's own fund | $137K | 5.2% |
| J.P. Morgan JPMorgan · Other | $127K | 4.7% |
| John Hancock 2030 Active Strategy John Hancock (Manulife) · Mutual fund Recordkeeper's own fund | $112K | 4.2% |
| John Hancock 2040 Active Strategy John Hancock (Manulife) · Mutual fund Recordkeeper's own fund | $106K | 4.0% |
| 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 |
21 more funds in this lineup: name, manager, vehicle, dollars and share are on Pro.
21 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 |
|---|---|
Filed as: ALLIANT RETIREMENT SERVICES Service code 26 · EIN 33-0785439 1301 DOVE ST · NEWPORT BEACH, CA 92660 Advisory (Participants) | $10,000 |
Filed as: JOHN HANCOCK USA Service code 15 · EIN 01-0233346 Recordkeeping | $962 |
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
11 filings · 2015 to 2025