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| Provider | Service type | Compensation |
|---|---|---|
Service code 15 · EIN 01-0233346 | Recordkeeping | $5,934 |
Filed as: WILSHIRE ASSOCIATES INC (USA) Service code 26 · EIN 95-2755361 1299 OCEAN AVENUE · SANTA MONICA, CA 90401 | Advisory (Participants) | $5,859 |
14 funds of $250K or more; 35 lines in all, holding $29.2M of the plan's $29.7M. From the 2024 filing. Recordkeeper: John Hancock (Manulife).
Target-date series: Vanguard Target Retirement, other, 78% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| Vanguard Target Retirement Vanguard · Insurance contract Target-date, 10 vintages | $22.9M | 78.3% |
| John Hancock 500 Index Fund John Hancock (Manulife) · Insurance contract IndexRecordkeeper's own fund | $1.4M | 4.7% |
| Vanguard Growth Index Fund Vanguard · Insurance contract Index | $1.1M | 3.8% |
| Fidelity Contra Fund Fidelity (FMR) · Insurance contract | $1.1M | 3.8% |
| American Balanced Fund John Hancock (Manulife) · Insurance contract Recordkeeper's own fund | $430K | 1.5% |
| Fidelity Mid Cap Index Fund Fidelity (FMR) · Insurance contract Index | $272K | 0.9% |
| Vanguard Explorer Fund Vanguard · Insurance contract | $154K | 0.5% |
| Vanguard Short-Term Federal Vanguard · Insurance contract | $150K | 0.5% |
| Fidelity Nasdaq Composite Index Fund Fidelity (FMR) · Insurance contract Index | $144K | 0.5% |
| Vanguard Mid-Cap Growth ETF Vanguard · Insurance contract | $133K | 0.5% |
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.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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.