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| Provider | Service type | Compensation |
|---|---|---|
JOHN HANCOCK LIFE INSURANCE COMPANY11+ years Filed as: JOHN HANCOCK RETIREMENT Service code 28 690 CANTON STREET · WESTWOOD, MA 02090 | Investment Management | $463,238 |
SHEET METAL CONTROL BOARD11+ years Filed as: SHEET METAL WORKERS NATIONAL PENSIO Service code 10 · EIN 52-6112463 3180 FAIRVIEW PARK DRIVE, SUITE 400 · FALLS CHURCH, VA 22042 | Accounting | $375,335 |
MORGAN STANLEY SMITH BARNEY11+ years Filed as: MORGAN STANLEY SMITH BARNEY LLC Service code 27 · EIN 26-4310632 1585 BROADWAY · NEW YORK, NY 10019 | Advisory (Plan) | $50,000 |
Filed as: MOONEY, GREEN, SAINDON, MURPHY Service code 29 1920 L ST NW SUITE 400 · WASHINGTON, DC 20002 | Legal | $35,305 |
CALIBRE CPA GROUP PLLC11+ years Service code 10 · EIN 47-0900880 7501 WISCONSIN AVE, SUITE 1200 WEST · BETHESDA, MD 20814 | Accounting | $35,300 |
25 funds of $250K or more; 28 lines in all, holding $187M of the plan's $189M. From the 2025 filing. Recordkeeper: Not identified.
| Fund | Dollars | % of funds% |
|---|---|---|
| John Hancock Bond Fund Class I John Hancock (Manulife) · Mutual fund | $60.5M | 32.4% |
| L&G S&P 500 CIT Fund Class F Manager not matched · Collective trust Index | $42.2M | 22.6% |
| investment trusts L&G MSCI ACWI ex US DC CIT F Manager not matched · Collective trust | $19.0M | 10.2% |
| BlackRock Low Duration Bond Portfolio Class K Shares BlackRock · Mutual fund | $10.9M | 5.8% |
| Value of interest in group annuity contract NYL Guaranteed Interest Account Nonparticipant-directed amount of New York Life · Insurance contract | $8.4M | 4.5% |
| Vanguard Growth Index Fund Admiral Shares Vanguard · Mutual fund Index | $7.8M | 4.2% |
| L&G S&P 600 CIT Class F Manager not matched · Collective trust | $6.9M | 3.7% |
| L&G S&P 400 CIT Fund Class F Manager not matched · Collective trust | $6.9M | 3.7% |
| Intercontinental Enhanced RE Manager not matched · Mutual fund | $4.5M | 2.4% |
| Mainstay MK High Yield Corp R6 New York Life · Mutual fund | $3.8M | 2.0% |
Added 4 funds, dropped 2 funds. Changed share class on 2 funds.
| Fund | Year-end value |
|---|---|
| Share class changeBlackRock Low Duration Bond Portfolio Institutional Shares to BlackRock Low Duration Bond Portfolio Class K Shares | $9.9M to $10.9M |
| Share class changeM ainstay M K High Yield Corp R6 to Mainstay MK High Yield Corp R6 | $3.5M to $3.8M |
| AddedVanguard Developed Markets Index Fund Admiral Shares | $1.5M |
Stable value and insurance contract lines, renames and class changes are not counted. Left out here: 1 rename.
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.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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.