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| Provider | Service type | Compensation |
|---|---|---|
Filed as: MORGAN STANLEY Service code 27 · EIN 20-8764829 | Advisory (Plan) | $52,107 |
Service code 15 · EIN 01-0233346 | Recordkeeping | $30,465 |
19 funds of $250K or more; 30 lines in all, holding $19.4M of the plan's $19.6M. From the 2024 filing. Recordkeeper: John Hancock (Manulife).
Target-date series: BlackRock LifePath Index, mutual fund, 55% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| BlackRock LifePath Index BlackRock · Mutual fund Target-date, 9 vintages | $10.1M | 52.3% |
| Vanguard Growth Index Fund Vanguard · Mutual fund Index | $1.6M | 8.5% |
| John Hancock 500 Index Fund John Hancock (Manulife) · Mutual fund IndexRecordkeeper's own fund | $1.3M | 6.5% |
| JH Multi-Index LS Growth John Hancock (Manulife) · Mutual fund IndexRecordkeeper's own fund | $1.2M | 6.2% |
| JH Multi-Index LS Aggressive N/R John Hancock (Manulife) · Mutual fund IndexRecordkeeper's own fund | $631K | 3.3% |
| BlackRock LifePath Index BlackRock · Separate account Target-date, 1 vintage | $610K | 3.2% |
| John Hancock USA John Hancock (Manulife) · Mutual fund Recordkeeper's own fund | $572K | 3.0% |
| Fidelity Mid Cap Index Fund Fidelity (FMR) · Mutual fund Index | $343K | 1.8% |
| JPMorgan U.S. Equity Fund JPMorgan · Mutual fund | $275K | 1.4% |
| JH Multi-Index LS Balanced John Hancock (Manulife) · Mutual fund IndexRecordkeeper's own fund | $274K | 1.4% |
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.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.