Filings through .
2 of 18 flags tripped on the 2025 filing.
Few collective trusts
0% of fund dollars in collective trusts, which often cost less than the same strategy as a mutual fund.
High assets / participant
Assets per participant exceed $250,000 - top-decile high-value plan.
This section compares the plan with plans of the same size, type and industry, and shows how it moved year over year.
We rank each metric against plans of the same size, type and industry.
Peer percentiles for 6 metrics are on Pro. Pro is free for 7 days and then costs $49 a month.
Showing the 2025 filing, 1 of 10 years on record. Charts need 3 years.
Older filings: assets, participants, contributions and return for each year are on Pro.
9 more years of history are on Pro. Pro is free for 7 days and then costs $49 a month.
$42K in admin expenses, $253 per participant (all participants, line 6f).
This section lists the funds on the plan's investment schedule and what changed since the prior filing.
10 funds of $250K or more; 17 lines in all, holding $18.5M of the plan's $37.1M. Recordkeeper: John Hancock (Manulife).
| Fund | Dollars | % of funds% |
|---|---|---|
| Fidelity 500 Index Fund Fidelity (FMR) · Mutual fund Index | $7.5M | 40.4% |
| Fidelity Contrafund Fidelity (FMR) · Mutual fund | $5.0M | 27.0% |
| Fidelity MC Growth Index Fidelity (FMR) · Mutual fund Index | $1.4M | 7.8% |
| Vanguard International Growth Fund Vanguard · Mutual fund | $1.2M | 6.4% |
| Vanguard Equity Income Fund Vanguard · Mutual fund | $1.1M | 5.7% |
| Fidelity U.S. Bond Index Fund Fidelity (FMR) · Mutual fund Index | $554K | 3.0% |
| JH Stable Value Guaranteed Income General investment account Manager not matched · Insurance contract | $522K | 2.8% |
| Fidelity Total International Index Fund Fidelity (FMR) · Mutual fund Index | $477K | 2.6% |
| Fidelity Extended Market Index Fund Fidelity (FMR) · Mutual fund Index | $396K | 2.1% |
| Neuberger Strategic Income Fund Neuberger Berman · Mutual fund | $292K | 1.6% |
| Fund | Manager | Vehicle | Dollars | % of funds |
|---|---|---|---|---|
| Name available on Pro | Dollar amount available on Pro | Percentage available on Pro | ||
| Name available on Pro | Dollar amount available on Pro | Percentage available on Pro | ||
| Name available on Pro | Dollar amount available on Pro | Percentage available on Pro |
7 more funds in this lineup: name, manager, vehicle, dollars and share are on Pro.
Added 3 funds, likely replaced 1 fund.
| Fund | Year-end value |
|---|---|
| ReplacedHighT. Rowe Price Growth Stock Fund, Inc. to Fidelity Contrafund | $4.2M to $5.0M |
| AddedFidelity MC Growth Index | $1.4M |
| AddedVanguard International Growth Fund | $1.2M |
Stable value and insurance contract lines, renames and class changes are not counted. Left out here: 1 stable value or insurance line.
Changes of at least $250K and 0.1% of the plan between the 2024 and 2025 filings. Values are year-end holdings. They do not show money moved.
7 more lines and 1 more change in this lineup are on Pro. Pro is free for 7 days and then costs $49 a month.
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.
This section shows who is paid to serve the plan, who audits it and who signs the filing.
Top 2 by compensation.
| Provider | Compensation |
|---|---|
Filed as: JOHN HANCOCK RETIRMENT PLAN SVRCS Service code 15 · EIN 01-0233346 Recordkeeping | $25,136 |
Service code 16 · EIN 95-2755361 Consulting | $16,931 |
The auditor signed off without reservation. This is the cleanest opinion.
Plan features from the filing, actuarial disclosures and related pages.
7 feature codes on the 2025 filing.
2 contacts
11 filings · 2015 to 2025