Filings through .
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| Provider | Service type | Compensation |
|---|---|---|
Service code 15 · EIN 13-3689044 | Recordkeeping | $18,270 |
5 funds of $250K or more; 20 lines in all, holding $4.5M of the plan's $4.6M. From the 2025 filing. Recordkeeper: Transamerica (Aegon).
Target-date series: John Hancock Lifetime Blend, mutual fund, 75% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| John Hancock Lifetime Blend Manager not matched · Mutual fund Target-date, 9 vintages | $3.4M | 75.2% |
| Fidelity 500 Index Fund Fidelity (FMR) · Mutual fund Index | $342K | 7.5% |
| T. Rowe Price All-Cap Opportunities Fund-I Class T. Rowe Price · Mutual fund | $146K | 3.2% |
| BlackRock Technology Opportunities Fund Class K BlackRock · Mutual fund | $144K | 3.2% |
| U.S. Large Cap Value Portfolio - Institutional Class Dimensional · Mutual fund | $87K | 1.9% |
| Fidelity Small Cap Index Fund Fidelity (FMR) · Mutual fund Index | $69K | 1.5% |
| Fidelity Mid Cap Index Fund Fidelity (FMR) · Mutual fund Index | $57K | 1.2% |
| Fidelity Advisor Health Care Fund Class Z Fidelity (FMR) · Mutual fund | $48K | 1.0% |
| NEW World Fund INC Class R-6 Capital Group · Mutual fund | $44K | 1.0% |
| First Eagle Overseas Fund Class R6 First Eagle · Mutual fund | $34K | 0.7% |
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.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.