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| Provider | Service type | Compensation |
|---|---|---|
JOHN HANCOCK LIFE INSURANCE COMPANY11+ years Service code 15 · EIN 13-3646501 RETIREMENT PLAN SERVICES, ET9 · BUFFALO, NY 142010600 | Recordkeeping | $407,053 |
Filed as: ASSOCIATED PENSION CONSULTANTS INC Service code 49 · EIN 11-3271022 401 BROADHOLLOW ROAD · MELVILLE, NY 11747 | Other Services | $99,294 |
HMM, CPA'S, LLP3 years Filed as: HMM, CPAS LLP Service code 10 · EIN 46-5416249 527 TOWNLINE RD #203 · HAUPPAUGE, NY 11788 | Accounting | $18,000 |
CASSENA CARE LLC3 years Service code 14 · EIN 27-3296874 225 CROSSWAYS PARK DR · WOODBURY, NY 11797 | Plan Administrator | $14,000 |
FLAGSTAR ADVISORS - NEW YORK2 years Service code 26 · EIN 86-3255307 1400 BROADWAY, 16TH FLOOR · NEW YORK, NY 10018 | Advisory (Participants) | $0 |
39 funds of $250K or more; 38 lines in all, holding $122M of the plan's $126M. From the 2025 filing. Recordkeeper: John Hancock (Manulife).
Target-date series: Nuveen Lifecycle Index, mutual fund, 68% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| Nuveen Lifecycle Index TIAA (Nuveen) · Mutual fund Target-date, 12 vintages | $83.0M | 68.0% |
| Fidelity 500 Index Fund Fidelity (FMR) · Mutual fund Index | $7.1M | 5.8% |
| Vanguard Growth Index Fund Admiral Shares Vanguard · Mutual fund Index | $4.0M | 3.3% |
| John Hancock JHancock MIdx Lifestyle Agg R6 John Hancock (Manulife) · Mutual fund Recordkeeper's own fund | $3.2M | 2.7% |
| Vanguard Info Tech Index Admiral Vanguard · Mutual fund Index | $3.2M | 2.6% |
| John Hancock JHancock MIdx Lifestyle Con R6 John Hancock (Manulife) · Mutual fund Recordkeeper's own fund | $2.2M | 1.8% |
| John Hancock JHancock MIdx Lifestyle Gr R6 John Hancock (Manulife) · Mutual fund Recordkeeper's own fund | $2.1M | 1.7% |
| John Hancock JHancock MIdx Lifestyle Bal R6 John Hancock (Manulife) · Mutual fund Recordkeeper's own fund | $1.9M | 1.6% |
| Vanguard Value Index Fund Admiral Shares Vanguard · Mutual fund Index | $1.6M | 1.3% |
| John Hancock Large Cap Growth Fund III R1 John Hancock (Manulife) · Mutual fund Possible retail class R1Recordkeeper's own fund | $1.2M | 1.0% |
Added 2 funds.
| Fund | Year-end value |
|---|---|
| AddedVictory Nasdaq-100 Index Fund (Formerly Usaa Nasdaq-100 Index Fund) Victory Nasdaq-100 Index Fund Class R6 | $692K |
| AddedVanguard Developed Markets Index Fund Admiral Shares | $272K |
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.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.