Filings through .
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| Provider | Service type | Compensation |
|---|---|---|
Filed as: JOHN HANCOCK LIFE INS COMPANY Service code 15 · EIN 01-0233346 | Recordkeeping | $3,539 |
Filed as: WILSHIRE ADVISORS LLC Service code 26 · EIN 95-2755361 | Advisory (Participants) | $575 |
4 funds of $250K or more; 26 lines in all, holding $3.3M of the plan's $3.4M. From the 2025 filing. Recordkeeper: John Hancock (Manulife).
| Fund | Dollars | % of funds% |
|---|---|---|
| JPMorgan Large Cap Growth JPMorgan · Insurance contract | $611K | 18.4% |
| American Funds 2030 TD Capital Group · Insurance contract | $570K | 17.2% |
| John Hancock Life Insurance Company (U.S.A.) American Funds 2020 TD Capital Group · Insurance contract | $274K | 8.3% |
| John Hancock Life Insurance Company (U.S.A) Putnam Small Cap Growth Fund Franklin Templeton · Insurance contract | $251K | 7.6% |
| Allspring Special Mid Cap Value Allspring · Insurance contract | $202K | 6.1% |
| American Funds 2060 TD Capital Group · Insurance contract | $177K | 5.3% |
| American Funds 2055 TD Capital Group · Insurance contract | $169K | 5.1% |
| American Funds 2050 TD Capital Group · Insurance contract | $151K | 4.6% |
| Vanguard Balanced Index Fund Vanguard · Insurance contract Index | $149K | 4.5% |
| John Hancock Life Insurance Company (U.S,A) American Funds 2045 TD Capital Group · Insurance contract | $118K | 3.6% |
Dropped 2 funds.
| Fund | Year-end value |
|---|---|
| DroppedT. Rowe Price Troweprice Grth Stock R Mutual Fund Shares | $611K |
| DroppedT. Rowe Price Retirement 2030 Fund | $452K |
Stable value and insurance contract lines, renames and class changes are not counted. Left out here: 3 stable value or insurance lines.
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 71,410 large plans that list their funds in their annual filing. Updated Nov 6, 2026. Shares describe these plans, not the whole market.
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.