Filings through .
Filed August 20, 2009 (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 |
|---|---|---|
IHT WEALTH MANAGEMENT LLC3 years Filed as: IHT WEALTH MANAGEMENT, LLC Service code 27 · EIN 46-5509437 | Advisory (Plan) | $39,157 |
Filed as: JOHN HANCOCK TRUST COMPANY LLC Service code 15 · EIN 01-0233346 | Recordkeeping | $22,838 |
20 funds of $250K or more; 40 lines in all, holding $21.1M of the plan's $23.7M. From the 2025 filing. Recordkeeper: John Hancock (Manulife).
Target-date series: American Funds Target Date, mutual fund, 9% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| Vanguard 500 Index Fund Admiral Shares Vanguard · Mutual fund Index | $5.1M | 24.3% |
| Growth Fund OF America Class R-6 Capital Group · Mutual fund | $2.5M | 11.8% |
| Fidelity Nasdaq Composite Index Fund Fidelity (FMR) · Mutual fund Index | $2.0M | 9.4% |
| American Funds Target Date Capital Group · Mutual fund Target-date, 8 vintages | $1.9M | 9.0% |
| Vanguard Mid-Cap Index Fund Admiral Shares Vanguard · Mutual fund Index | $1.3M | 6.4% |
| MetLife SV Series 25053 Cl 0 MetLife · Collective trust | $1.2M | 5.6% |
| American Balanced Fund R6 Capital Group · Mutual fund | $976K | 4.6% |
| Vanguard Equity Income Fund Admiral Shares Vanguard · Mutual fund | $852K | 4.0% |
| Vanguard Small-Cap Index Fund Admiral Shares Vanguard · Mutual fund Index | $761K | 3.6% |
| JPMorgan Equity Income Fund Class R6 JPMorgan · Mutual fund | $640K | 3.0% |
Covers 61,314 large plans that list their funds in their annual filing. Updated Nov 2, 2026. Shares describe these plans, not the whole market.
The auditor signed off without reservation. This is the cleanest opinion.