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| Provider | Service type | Compensation |
|---|---|---|
LPL FINANCIAL3 years Filed as: LPL FINANCIAL LLC - RPCP Service code 26 · EIN 04-3046611 | Advisory (Participants) | $29,335 |
JOHN HANCOCK LIFE INSURANCE COMPANY11+ years Filed as: JOHN HANCOCK USA Service code 15 · EIN 01-0233346 | Recordkeeping | $2,364 |
12 funds of $250K or more; 21 lines in all, holding $10.9M of the plan's $12.2M. From the 2025 filing. Recordkeeper: John Hancock (Manulife).
Target-date series: BlackRock LifePath Index, mutual fund, 64% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| BlackRock LifePath Index BlackRock · Mutual fund Target-date, 10 vintages | $7.0M | 64.1% |
| Science & Technology Fund John Hancock (Manulife) · Mutual fund Recordkeeper's own fund | $1.4M | 12.7% |
| JPMorgan Large Cap Growth Fund JPMorgan · Mutual fund | $741K | 6.8% |
| John Hancock Stable Value Fund John Hancock (Manulife) · Insurance contract Recordkeeper's own fund | $572K | 5.3% |
| Janus Henderson Enterprise Fund Janus Henderson · Mutual fund | $267K | 2.5% |
| Trp Health Sci T. Rowe Price · Mutual fund | $252K | 2.3% |
| John Hancock Total Stock Market Index Fund John Hancock (Manulife) · Mutual fund IndexRecordkeeper's own fund | $202K | 1.9% |
| John Hancock JH Bond Fund John Hancock (Manulife) · Mutual fund Recordkeeper's own fund | $128K | 1.2% |
| U.S. Small Cap Portfolio - Institutional Class Dimensional · Mutual fund | $117K | 1.1% |
| John Hancock AF American Balanced Fund Capital Group · Mutual fund | $68K | 0.6% |
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 61,314 large plans that list their funds in their annual filing. Updated Nov 2, 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.)
The auditor signed off without reservation. This is the cleanest opinion.