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| Provider | Service type | Compensation |
|---|---|---|
THE NORDEN GROUP1+ years Filed as: THE NORDEN GROUP LLC Service code 26 · EIN 83-1089834 5255 N EDGEWOOD DRIVE, SUITE 225 · PROVO, UT 84604 | Advisory (Participants) | $4,047 |
Filed as: JOHN HANCOCK LIFE INSURANCE Service code 15 · EIN 01-0233346 | Recordkeeping | $411 |
1 fund of $250K or more; 26 lines in all, holding $1.6M of the plan's $1.6M. From the 2025 filing. Recordkeeper: John Hancock (Manulife).
Target-date series: BlackRock LifePath Index, collective trust, 77% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| BlackRock LifePath Index BlackRock · Collective trust Target-date, 10 vintages | $1.2M | 76.9% |
| S&P 500 Index Fund Manager not matched · Mutual fund Index | $157K | 9.9% |
| Vanguard Tot Wld Stk Index ETF Vanguard · ETF Index | $35K | 2.2% |
| JPMorgan Large Cap Growth Fund JPMorgan · Mutual fund | $25K | 1.5% |
| New Perspective Fund Capital Group · Mutual fund | $22K | 1.4% |
| Vanguard Value Index Fund Vanguard · Mutual fund Index | $20K | 1.3% |
| Vanguard Intermediate-Term Bond Index Fund Vanguard · Mutual fund Index | $13K | 0.8% |
| Vanguard Growth Index Fund Vanguard · Mutual fund Index | $10K | 0.7% |
| Franklin Utilities Fund Franklin Templeton · Mutual fund | $9K | 0.6% |
| iShares Gold Trust ETF BlackRock · Collective trust Index | $9K | 0.6% |
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).
The auditor signed off without reservation. This is the cleanest opinion.