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| Provider | Service type | Compensation |
|---|---|---|
Filed as: JOHN HANCOCK Service code 15 · EIN 01-0233346 | Recordkeeping | $44,320 |
STIFEL NICOLAUS & CO INC7 years Filed as: STIFEL, NICOLAUS & CO. INC Service code 27 · EIN 43-0538770 | Advisory (Plan) | $12,500 |
30 funds of $250K or more; 22 lines in all, holding $123M of the plan's $126M. From the 2025 filing. Recordkeeper: John Hancock (Manulife).
Target-date series: T. Rowe Price Retirement, mutual fund, 63% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| T. Rowe Price Retirement T. Rowe Price · Mutual fund Target-date, 13 vintages | $78.3M | 63.4% |
| Vanguard Institutional Index Fund Institutional Shares Vanguard · Mutual fund Index | $11.2M | 9.1% |
| Nuveen Large Cap Growth Fund Class R6 TIAA (Nuveen) · Mutual fund | $5.0M | 4.0% |
| Guaranteed Income Account John Hancock (Manulife) · Insurance contract Recordkeeper's own fund | $3.7M | 3.0% |
| Blackrock Equity Dividend Fund Class K BlackRock · Mutual fund | $3.5M | 2.8% |
| Dodge & Cox International Stock Fund Dodge & Cox · Mutual fund | $3.1M | 2.5% |
| Vanguard Total International Stock Index Fund Admiral Shares Vanguard · Mutual fund Index | $2.5M | 2.0% |
| Wellington Income Fund Wellington · Mutual fund | $2.2M | 1.8% |
| Invesco Small CAP Value Fund Class R6 Invesco · Mutual fund | $2.1M | 1.7% |
| JPMorgan Mid Cap Value Fund ClassR6 JPMorgan · Mutual fund | $2.1M | 1.7% |
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 71,410 large plans that list their funds in their annual filing. Updated Nov 6, 2026. Shares describe these plans, not the whole market.
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.