Filings through .
Filed January 7, 2009
This is a legacy paper filing. Plan administrator and contact details are recorded in the original filing, which has not been digitised into structured fields.
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| Provider | Service type | Compensation |
|---|---|---|
Filed as: JOHN HANCOCK RETIREMENT PLAN SRVCS Service code 15 · EIN 01-0233346 | Recordkeeping | $81,038 |
SAGEVIEW ADVISORY GROUP, LLC7 years Filed as: SAGEVIEW ADVISORY GROUP LLC Service code 27 · EIN 33-0818667 | Advisory (Plan) | $28,874 |
WITHUMSMITH+BROWN, PC3 years Service code 10 100 SPECTRUM CENTER DRIVE · IRVINE, CA 92618 | Accounting | $21,640 |
18 funds hold $31.6M of the plan's $32.2M. From the 2025 filing. Recordkeeper: John Hancock (Manulife).
Target-date series: American Funds Target Date, mutual fund, 76% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| American Funds Target Date Capital Group · Mutual fund Target-date, 13 vintages | $24.0M | 76.0% |
| Vanguard 500 Index Fund Vanguard · Mutual fund Index | $2.9M | 9.2% |
| John Hancock Stable Value Fund John Hancock (Manulife) · Insurance contract Recordkeeper's own fund | $1.1M | 3.6% |
| JPMorgan Large Cap Value Fund JPMorgan · Mutual fund | $528K | 1.7% |
| MFS Growth Fund MFS (Sun Life) · Mutual fund | $472K | 1.5% |
| Vanguard Total International Stock Index Fund Vanguard · Mutual fund Index | $438K | 1.4% |
| Vanguard Mid-Cap Index Fund Vanguard · Mutual fund Index | $344K | 1.1% |
| Pioneer Bond Fund Victory Capital · Mutual fund | $341K | 1.1% |
| Vanguard Small-Cap Index Fund Vanguard · Mutual fund Index | $330K | 1.0% |
| JPMorgan Mid Cap Growth Fund JPMorgan · Mutual fund | $198K | 0.6% |
No lineup changes between the 2024 and 2025 filings.
Stable value and insurance contract lines, renames and class changes are not counted. Left out here: 2 renames.
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.
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.