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| Provider | Service type | Compensation |
|---|---|---|
Filed as: JOHN HANCOCK LIFE INSURANCE CO USA Service code 15 · EIN 01-0233346 | Recordkeeping | $1,038 |
Filed as: NORTHWESTERN MUTUAL Service code 26 · EIN 39-2018056 | Advisory (Participants) | $0 |
32 funds of $250K or more; 52 lines in all, holding $37.3M of the plan's $38.3M. From the 2024 filing. Recordkeeper: John Hancock (Manulife).
Target-date series: American Funds Target Date, mutual fund, 2% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| John Handcock Life Insurance 500 Index Fund Manager not matched · Insurance contract Index | $9.8M | 26.2% |
| Lifestyle Balanced Fund N/R Manager not matched · Mutual fund | $2.7M | 7.4% |
| Blue Chip Growth Fund N/R Manager not matched · Mutual fund | $2.0M | 5.3% |
| Jhlic (U.S.A.) Money Market Fund Manager not matched · Money market | $1.4M | 3.9% |
| Science & Technology Fund N/R Manager not matched · Mutual fund | $1.3M | 3.4% |
| Jhlic (U.S.a.) Manager not matched · Mutual fund | $1.2M | 3.2% |
| Lifestyle Conservative Fund N/R Manager not matched · Mutual fund | $1.1M | 3.0% |
| JPMorgan U.S. Equity Fund N/R JPMorgan · Mutual fund | $1.1M | 2.9% |
| Mid Cap Index Fund N/R Manager not matched · Mutual fund Index | $1.0M | 2.8% |
| Lifestyle Aggressive Fund N/R Manager not matched · Mutual fund | $1.0M | 2.7% |
Covers 60,908 large plans that list their funds in their annual filing. Updated Nov 2, 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.)
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.