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| Provider | Service type | Compensation |
|---|---|---|
Filed as: JOHN HANCOCK Service code 15 690 CANTON STREET · WESTWOOD, MA 02090 | Recordkeeping | $87,846 |
CENTRAL DATA SERVICES6 years Filed as: CENTRAL DATA SERVICES, INC. Service code 13 · EIN 25-1352803 | Contract Administrator | $42,120 |
MARINER WEALTH ADVISORS, LLC2 years Filed as: MARINER INSTITUTIONAL LLC Service code 27 531 W. MORSE BLVD · WINTER PARK, FL 32789 | Advisory (Plan) | $30,000 |
MEYER, UNKOVIC & SCOTT1 year Filed as: MEYER, UNKOVIC AND SCOTT Service code 29 · EIN 25-1344985 | Legal | $18,205 |
DICLAUDIO & KRAMER, LLC11+ years Service code 10 · EIN 27-0889793 | Accounting | $17,785 |
Filed as: LOGAN, METTLEY AND NEWCOMER Service code 29 5 HOT METAL STREET, SUITE 203 · PITTSBURGH, PA 15203 | Legal | $9,408 |
24 funds of $250K or more; 14 lines in all, holding $114M of the plan's $116M. From the 2025 filing. Recordkeeper: John Hancock (Manulife).
Target-date series: American Funds Target Date, mutual fund, 26% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| American Funds Target Date Capital Group · Mutual fund Target-date, 12 vintages | $29.8M | 26.1% |
| Alger Capital Appreciation Inst Manager not matched · Mutual fund | $24.8M | 21.7% |
| Exeter Pr Max Term Manager not matched · Collective trust | $15.4M | 13.5% |
| Exeter Pr Conserv/Def Growth Manager not matched · Collective trust | $14.1M | 12.3% |
| Fidelity 500 Index Fund Fidelity (FMR) · Mutual fund Index | $11.2M | 9.8% |
| Federated Capital Pres Fund Inst. Federated Hermes · Collective trust | $5.2M | 4.5% |
| Exeter Pr Ext Term/Long Term Manager not matched · Collective trust | $3.0M | 2.6% |
| Exeter Pr Mod Term/Reduced Volatility Manager not matched · Collective trust | $2.5M | 2.2% |
| Vanguard Mid-Cap Index Fund Vanguard · Mutual fund Index | $2.4M | 2.1% |
| Vanguard Small-Cap Index Fund Vanguard · Mutual fund Index | $2.2M | 1.9% |
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 70,940 large plans that list their funds in their annual filing. Updated Nov 3, 2026. Shares describe these plans, not the whole market.
The auditor signed off without reservation. This is the cleanest opinion.