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| Provider | Service type | Compensation |
|---|---|---|
Service code 15 · EIN 01-0233346 | Recordkeeping | $1,199 |
Filed as: WILSHIRE ASSOCIATES INC Service code 26 · EIN 95-2755361 | Advisory (Participants) | $544 |
5 funds of $250K or more; 16 lines in all, holding $3.2M of the plan's $3.2M. From the 2025 filing. Recordkeeper: John Hancock (Manulife).
Target-date series: Nuveen Lifecycle Index, mutual fund, 77% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| Nuveen Lifecycle Index TIAA (Nuveen) · Mutual fund Target-date, 10 vintages | $2.4M | 76.7% |
| John Hancock 500 Index Fund John Hancock (Manulife) · Mutual fund IndexRecordkeeper's own fund | $190K | 6.0% |
| John Hancock Strategic Growth Fund John Hancock (Manulife) · Mutual fund Recordkeeper's own fund | $136K | 4.3% |
| U.S. Large Cap Value Portfolio - Institutional Class Dimensional · Mutual fund | $124K | 3.9% |
| Value Pooled Separate Ac Manager not matched · Separate account | $66K | 2.1% |
| Nuveen Small Cap Blend Index Fund TIAA (Nuveen) · Mutual fund Index | $61K | 1.9% |
| Northern Trust FD Emerging Markets Eq Index Northern Trust · Collective trust Index | $43K | 1.4% |
| Vanguard International Growth Fund Vanguard · Mutual fund | $37K | 1.2% |
| DFA International Value Portfolio- Institutional Class Dimensional · Mutual fund | $31K | 1.0% |
| Fidelity International Index Fund Fidelity (FMR) · Mutual fund Index | $23K | 0.7% |
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.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.