Filings through .
Filed March 8, 2019 (most recent of 2 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
Service code 26 · EIN 04-2675571 | Advisory (Participants) | $7,702 |
Filed as: MILESTONE FINANCIAL ASSOCIATES Service code 26 · EIN 92-0198496 | Advisory (Participants) | $6,645 |
Filed as: JOHN HANCOCK LIFE INS CO USA Service code 15 · EIN 01-0233346 | Recordkeeping | $1,080 |
6 funds of $250K or more; 14 lines in all, holding $2.8M of the plan's $2.8M. From the 2025 filing. Recordkeeper: John Hancock (Manulife).
Target-date series: Vanguard Target Retirement, mutual fund, 88% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| Vanguard Target Retirement Vanguard · Mutual fund Target-date, 11 vintages | $2.5M | 88.3% |
| Vanguard 500 Index Fund Investor Shares Vanguard · Mutual fund Index | $109K | 3.9% |
| JPMorgan Large Cap Growth Fund JPMorgan · Mutual fund | $81K | 2.9% |
| Vanguard High Dividend Yield Index Fund Investor Shares Vanguard · Mutual fund Index | $35K | 1.2% |
| New World Fund Inc Capital Group · Mutual fund | $28K | 1.0% |
| Fidelity Mid Cap Index Fund Fidelity (FMR) · Mutual fund Index | $21K | 0.8% |
| Vanguard Small-Cap Value Index Fund Investor Shares Vanguard · Mutual fund Index | $16K | 0.6% |
| MFS Mid Cap Value Fund MFS (Sun Life) · Mutual fund | $13K | 0.5% |
| Vanguard Explorer Fund Investor Shares Vanguard · Mutual fund | $9K | 0.3% |
| MFS Mid Cap Growth Fund MFS (Sun Life) · Mutual fund | $8K | 0.3% |
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 71,097 large plans that list their funds in their annual filing. Updated Nov 3, 2026. Shares describe these plans, not the whole market.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
The auditor signed off without reservation. This is the cleanest opinion.