Filings through .
Filed March 22, 2011 (most recent of 2 filings on file)
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 |
|---|---|---|
JOHN HANCOCK LIFE INSURANCE COMPANY11+ years Filed as: JOHN HANCOCK RETIREMENT PLAN SVCS Service code 11 · EIN 01-0233346 | Actuarial | $144,674 |
PLANTE & MORAN, PLLC1 year Service code 10 · EIN 33-1498605 | Accounting | $41,600 |
FIDUCIARY PLAN PARTNERS, LLC4 years Filed as: FIDUCIARY PLAN PARTNERS, INC Service code 27 · EIN 81-2872393 900 SOUTH AVENUE WEST · WESTFIELD, NJ 07090 | Advisory (Plan) | $21,875 |
7 funds hold $96.6M of the plan's $97.0M. From the 2025 filing. Recordkeeper: Not identified.
| Fund | Dollars | % of funds% |
|---|---|---|
| Vanguard Institutional Index Fund Institutional Shares Vanguard · Mutual fund Index | $35.2M | 36.5% |
| Lord Abbett Short Dur Inc I Lord Abbett · Mutual fund | $19.4M | 20.1% |
| Vanguard Total Bond Index Inst Vanguard · Mutual fund Index | $12.8M | 13.3% |
| Vanguard Mid-Cap Index Fund Institutional Shares Vanguard · Mutual fund Index | $8.9M | 9.2% |
| Vanguard Small-Cap Index Fund Institutional Shares Vanguard · Mutual fund Index | $8.7M | 9.0% |
| Wilmington Lg Cap Value Fd R1 Manager not matched · Collective trust | $7.4M | 7.6% |
| Fidelity International Index Fund Fidelity (FMR) · Mutual fund Index | $4.2M | 4.4% |
No lineup changes between the 2024 and 2025 filings.
Stable value and insurance contract lines, renames and class changes are not counted.
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.
| Actuary | Schedule | Address, phone |
|---|---|---|
John Morrison Manulife John Hancock Schedule SB | Schedule SB | Pro |
Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
Plan appears closed to new enrollment or frozen - balance-holders far exceed active participants, or the plan reports active distributions with no inflows. Exclude from peer benchmarks.
The auditor signed off without reservation. This is the cleanest opinion.