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| Provider | Service type | Compensation |
|---|---|---|
HORAN SECURITIES INC6 years Filed as: HORAN SECURITIES, INC. Service code 26 · EIN 31-1448612 | Advisory (Participants) | $37,367 |
Filed as: JOHN HANCOCK LIFE INSURANCE CO Service code 15 · EIN 01-0233346 | Recordkeeping | $1,604 |
20 funds of $250K or more; 23 lines in all, holding $22.2M of the plan's $22.4M. From the 2025 filing. Recordkeeper: John Hancock (Manulife).
Target-date series: John Hancock Lifetime Blend, collective trust, 37% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| John Hancock Lifetime Blend Manager not matched · Collective trust Target-date, 11 vintages | $8.2M | 36.9% |
| S&P 500 Index Fund Manager not matched · Mutual fund Index | $5.2M | 23.7% |
| Science & Technology Fund Manager not matched · Mutual fund | $1.3M | 5.9% |
| Vanguard Growth Index Fund Vanguard · Mutual fund Index | $1.0M | 4.6% |
| DFA International Value Portfolio Dimensional · Mutual fund | $966K | 4.4% |
| Vanguard Value Index Fund Vanguard · Mutual fund Index | $694K | 3.1% |
| T. Rowe Price Health Sciences Fund T. Rowe Price · Mutual fund | $656K | 3.0% |
| John Hancock Stable Value Fund John Hancock (Manulife) · Stable value Stable valueRecordkeeper's own fund | $619K | 2.8% |
| Mid Cap Index Fund Manager not matched · Mutual fund Index | $497K | 2.2% |
| New World Fund Inc Capital Group · Mutual fund | $464K | 2.1% |
Added 1 fund, dropped 1 fund.
| Fund | Year-end value |
|---|---|
| AddedNew World Fund Inc | $464K |
| DroppedJPMorgan Emerging Markets Equity Fund | $302K |
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.
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.