Filings through .
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| Provider | Service type | Compensation |
|---|---|---|
Filed as: NORTHWESTERN MUTUAL INVESTMT SVC Service code 22 · EIN 52-2114207 720 E. WISCONSIN AVE · MILWAUKEE, WI 532024797 | Insurance Broker | $30,488 |
Filed as: JOHN HANCOCK RETIREMENT PLAN SVCS Service code 15 · EIN 01-0233346 PO BOX 600 · BUFFALO, NY 142010600 | Recordkeeping | $22,357 |
12 funds of $250K or more; 21 lines in all, holding $21.1M of the plan's $21.2M. From the 2025 filing. Recordkeeper: John Hancock (Manulife).
Target-date series: Vanguard Target Retirement, mutual fund, 85% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| Vanguard Target Retirement Vanguard · Mutual fund Target-date, 10 vintages | $18.0M | 85.1% |
| Vanguard 500 Index Fund Admiral Shares Vanguard · Mutual fund Index | $920K | 4.4% |
| Fidelity Advisor New Insights Fund Fidelity (FMR) · Mutual fund | $410K | 1.9% |
| Eupac Fund Class R-6 Capital Group · Mutual fund | $228K | 1.1% |
| Fully Benefit-Responsive Investment Contract New York Life New York Life · Insurance contract | $212K | 1.0% |
| John Hancock Disciplined Value Mid Cap Fund Class R6 John Hancock (Manulife) · Mutual fund Recordkeeper's own fund | $203K | 1.0% |
| High Yield Fund Institutional Class Principal · Mutual fund | $179K | 0.8% |
| Vanguard Mid-Cap Growth Index Fund Admiral Shares Vanguard · Mutual fund Index | $156K | 0.7% |
| MFS Value Fund R6 MFS (Sun Life) · Mutual fund | $134K | 0.6% |
| Vanguard Small-Cap Index Fund Admiral Shares Vanguard · Mutual fund Index | $119K | 0.6% |
Changed share class on 1 fund.
| Fund | Year-end value |
|---|---|
| Share class changeVanguard 500 Index Fund Investor Shares to Vanguard 500 Index Fund Admiral Shares | $626K to $920K |
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.
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.