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| Provider | Service type | Compensation |
|---|---|---|
Filed as: JOHN HANCOCK RETIREMENT PLAN SRVCS Service code 15 · EIN 01-0233346 | Recordkeeping | $42,595 |
Filed as: GLOBAL RETIREMENT PARTNERS, LLC Service code 27 4340 REDWOOD HIGHWAY · SAN RAFAEL, CA 94903 | Advisory (Plan) | $20,000 |
29 funds of $250K or more; 33 lines in all, holding $47.1M of the plan's $49.5M. From the 2025 filing. Recordkeeper: John Hancock (Manulife).
| Fund | Dollars | % of funds% |
|---|---|---|
| Fidelity 500 Index Fund Fidelity (FMR) · Mutual fund Index | $7.6M | 16.1% |
| Fidelity Contrafund Fidelity (FMR) · Mutual fund | $4.1M | 8.7% |
| Great Gray 2055 Target Date Manager not matched · Mutual fund | $3.5M | 7.5% |
| Great Gray 2040 Target Date Fund Manager not matched · Mutual fund | $3.4M | 7.1% |
| Great Gray 2045 Target Date Manager not matched · Mutual fund | $2.6M | 5.6% |
| Great Gray 2050 Target Date Fund Manager not matched · Mutual fund | $2.6M | 5.6% |
| Great Gray 2035 Target Date Fund Manager not matched · Mutual fund | $2.4M | 5.1% |
| Great Gray 2060 Target Date Fund Manager not matched · Mutual fund | $2.1M | 4.4% |
| Wilmington Large Cap Value Fd R1 M&T (Wilmington Trust) · Other | $2.1M | 4.4% |
| Great Gray 2030 Target Date Fund Manager not matched · Mutual fund | $2.0M | 4.3% |
Added 3 funds, dropped 2 funds, likely replaced 1 fund.
| Fund | Year-end value |
|---|---|
| AddedClearbridge International Growth CIT R2 | $1.1M |
| DroppedJanus | $785K |
| AddedArtisan International Fund Investor Shares | $712K |
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.
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
The auditor signed off without reservation. This is the cleanest opinion.