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| Provider | Service type | Compensation |
|---|---|---|
Service code 15 · EIN 01-0233346 | Recordkeeping | $426 |
14 funds of $250K or more; 41 lines in all, holding $13.1M of the plan's $14.3M. From the 2024 filing. Recordkeeper: John Hancock (Manulife).
Target-date series: John Hancock Lifetime Blend, mutual fund, 36% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| John Hancock Lifetime Blend John Hancock (Manulife) · Mutual fund Target-date, 8 vintagesRecordkeeper's own fund | $3.8M | 29.2% |
| John Hancock JH Multimanager Balanced LS John Hancock (Manulife) · Mutual fund Recordkeeper's own fund | $1.4M | 10.6% |
| Allspring Index Fund John Hancock (Manulife) · Mutual fund IndexRecordkeeper's own fund | $1.1M | 8.2% |
| Total Stock Market Index Trust John Hancock (Manulife) · Mutual fund IndexRecordkeeper's own fund | $937K | 7.1% |
| Blue Chip Growth Fund John Hancock (Manulife) · Mutual fund Recordkeeper's own fund | $866K | 6.6% |
| JH Multimanager Growth LS John Hancock (Manulife) · Mutual fund Recordkeeper's own fund | $844K | 6.4% |
| John Hancock Lifetime Blend John Hancock (Manulife) · Separate account Target-date, 1 vintageRecordkeeper's own fund | $840K | 6.4% |
| Capital Appreciation Fund John Hancock (Manulife) · Mutual fund Recordkeeper's own fund | $726K | 5.5% |
| Ishares Gold Trust ETF BlackRock · ETF Index | $396K | 3.0% |
| T. Rowe Price Sci & Tech T. Rowe Price · Mutual fund | $239K | 1.8% |
Covers 60,908 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).
The auditor signed off without reservation. This is the cleanest opinion.