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| Provider | Service type | Compensation |
|---|---|---|
JOHN HANCOCK LIFE INSURANCE COMPANY11+ years Filed as: JOHN HANCOCK RETIREMENT PLAN SVCS Service code 11 · EIN 01-0233346 | Actuarial | $109,918 |
MORGAN STANLEY SMITH BARNEY11+ years Filed as: MORGAN STANLEY Service code 27 · EIN 20-8764829 | Advisory (Plan) | $46,825 |
RYAN LABS ASSET MANAGEMENT10+ years Filed as: RYAN LABS Service code 28 · EIN 13-3451974 | Investment Management | $30,133 |
BNY MELLON9 years Filed as: BANK OF NEW YORK MELLON Service code 18 · EIN 13-5160382 | Custodial (other than securities) | $5,548 |
2 funds of $250K or more; 25 lines in all, holding $2.1M of the plan's $12.4M. From the 2024 filing. Recordkeeper: Not identified.
| Fund | Dollars | % of funds% |
|---|---|---|
| Corporate stocks: Morgan Stanley Vanguard S&P 500 Eft Morgan Stanley · Mutual fund Index | $362K | 17.6% |
| Vanguard International Equity Index Fund Vanguard · Mutual fund Index | $352K | 17.1% |
| Morgan Stanley Edgewood Growth Instl Morgan Stanley · Other | $162K | 7.9% |
| BNY Mellon Goldman Sachs · Mutual fund | $140K | 6.8% |
| BNY Mellon JPMorgan · Mutual fund | $128K | 6.2% |
| BNY Mellon Fremf 2017-K71 Mort K71 C 144A BNY · Other | $96K | 4.7% |
| BNY Mellon BNY · Other | $87K | 4.2% |
| BNY Mellon Fremf 2018-K80 Mort K80 C 144A BNY · Other | $76K | 3.7% |
| Ishares S&P Midcap 400 Index BlackRock · ETF Index | $75K | 3.7% |
| Morgan Stanley iShares Core S&P Small CAP E BlackRock · ETF | $73K | 3.5% |
Covers 61,314 large plans that list their funds in their annual filing. Updated Nov 2, 2026. Shares describe these plans, not the whole market.
| Actuary | Schedule | Address, phone |
|---|---|---|
Jeannine Jodhan Manulife John Hancock Schedule SB | Schedule SB | Pro |
Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
The auditor signed off without reservation. This is the cleanest opinion.