Filings through .
Filed March 17, 2026
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| Provider | Service type | Compensation |
|---|---|---|
MERIDIAN WEALTH MANAGEMENT LLC1+ years Filed as: MERIDIAN WEALTH PARTNERS LLC Service code 26 · EIN 81-5475391 367 EAGLEVIEW BLVD · EXTON, PA 19341 | Advisory (Participants) | $36,434 |
Filed as: JOHN HANCOCK NY Service code 15 · EIN 13-3646501 | Recordkeeping | $3,745 |
16 funds of $250K or more; 23 lines in all, holding $17.0M of the plan's $17.2M. From the 2025 filing. Recordkeeper: John Hancock (Manulife).
Target-date series: John Hancock Lifetime Blend, other, 13% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| John Hancock Lifestyle Blend Balanced Fund John Hancock (Manulife) · Insurance contract Recordkeeper's own fund | $4.3M | 25.4% |
| John Hancock Lifetime Blend John Hancock (Manulife) · Insurance contract Target-date, 6 vintagesRecordkeeper's own fund | $2.3M | 13.2% |
| John Hancock 500 Index Fund John Hancock (Manulife) · Insurance contract IndexRecordkeeper's own fund | $2.2M | 13.0% |
| John Hancock Lifestyle Blend Aggressive Fund John Hancock (Manulife) · Insurance contract Recordkeeper's own fund | $2.1M | 12.4% |
| John Hancock Lifestyle Blend Growth John Hancock (Manulife) · Insurance contract Recordkeeper's own fund | $1.9M | 11.0% |
| John Hancock Total Stock Market Index Fund John Hancock (Manulife) · Insurance contract IndexRecordkeeper's own fund | $636K | 3.7% |
| John Hancock Stable Value Guaranteed Income Fund John Hancock (Manulife) · Insurance contract Recordkeeper's own fund | $403K | 2.4% |
| John Hancock Disciplined Value John Hancock (Manulife) · Insurance contract Recordkeeper's own fund | $346K | 2.0% |
| Invesco Global Fund Invesco · Insurance contract | $339K | 2.0% |
| Vanguard Small Cap Value Index Vanguard · Insurance contract Index | $290K | 1.7% |
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.
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.