Filings through .
2 of 18 flags tripped on the 2025 filing.
High fees
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Few collective trusts
0% of fund dollars in collective trusts, which often cost less than the same strategy as a mutual fund.
This section compares the plan with plans of the same size, type and industry, and shows how it moved year over year.
We rank each metric against plans of the same size, type and industry.
Peer percentiles for 6 metrics are on Pro. Pro is free for 7 days and then costs $49 a month.
Showing the 2025 filing, 1 of 10 years on record. Charts need 3 years.
Older filings: assets, participants, contributions and return for each year are on Pro.
9 more years of history are on Pro. Pro is free for 7 days and then costs $49 a month.
$166K in admin expenses, $404 per participant (all participants, line 6f).
This section lists the funds on the plan's investment schedule and what changed since the prior filing.
27 funds of $250K or more; 35 lines in all, holding $45.2M of the plan's $46.0M. Recordkeeper: John Hancock (Manulife).
Target-date series: T. Rowe Price Retirement, other, 48% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| T. Rowe Price Retirement T. Rowe Price · Insurance contract Target-date, 9 vintages | $21.0M | 46.5% |
| Company (U.S.A.) John Hancock Life Insurance Science & Technology Fund John Hancock (Manulife) · Insurance contract Recordkeeper's own fund | $3.2M | 7.2% |
| John Hancock Life Insurance Company (U.S.A.) 500 Index Fund John Hancock (Manulife) · Insurance contract IndexRecordkeeper's own fund | $3.1M | 6.8% |
| John Hancock Multimanager Balanced Lifestyle Portfolio Fund John Hancock (Manulife) · Insurance contract Recordkeeper's own fund | $2.7M | 6.0% |
| John Hancock Multimanager Growth Lifestyle Portfolio Fund John Hancock (Manulife) · Insurance contract Recordkeeper's own fund | $2.1M | 4.7% |
| Company (U.S.A.) John Hancock Life Insurance Fidelity Contra Fund Fidelity (FMR) · Insurance contract | $1.6M | 3.6% |
| T. Rowe Price Health Science Fund T. Rowe Price · Insurance contract | $1.1M | 2.5% |
| John Hancock Multimanager Aggressive Lifestyle Portfolio Fund John Hancock (Manulife) · Insurance contract Recordkeeper's own fund | $1.1M | 2.5% |
| Equity Income Fund John Hancock (Manulife) · Separate account Recordkeeper's own fund | $1.1M | 2.3% |
| Company (U.S.A.) John Hancock Life Insurance Money Market Fund John Hancock (Manulife) · Insurance contract Recordkeeper's own fund | $1.0M | 2.2% |
| Fund | Manager | Vehicle | Dollars | % of funds |
|---|---|---|---|---|
| Name available on Pro | Dollar amount available on Pro | Percentage available on Pro | ||
| Name available on Pro | Dollar amount available on Pro | Percentage available on Pro | ||
| Name available on Pro | Dollar amount available on Pro | Percentage available on Pro |
25 more funds in this lineup: name, manager, vehicle, dollars and share are on Pro.
Likely replaced 1 fund.
| Fund | Year-end value |
|---|---|
| ReplacedHighJPMorgan Equity Income Fund to Equity Income Fund | $545K to $1.1M |
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. They do not show money moved.
25 more lines in this lineup are on Pro. Pro is free for 7 days and then costs $49 a month.
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.
This section shows who is paid to serve the plan, who audits it and who signs the filing.
Top 3 by compensation.
| Provider | Compensation |
|---|---|
WELLS FARGO BANK, N.A.2 years Filed as: WELLS FARGO ADVISORS FINANCIAL Service code 26 · EIN 62-1627736 Advisory (Participants) | $77,676 |
JOHN HANCOCK LIFE INSURANCE COMPANY10+ years Filed as: JOHN HANCOCK LIFE INSURANCE CO USA Service code 15 · EIN 01-0233346 Recordkeeping | $7,494 |
WELLS FARGO BANK, N.A.2 years Filed as: WELLS FARGO ADVISORS LLC Service code 26 · EIN 34-1542819 Advisory (Participants) | $0 |
The auditor signed off without reservation. This is the cleanest opinion.
Plan features from the filing, actuarial disclosures and related pages.
7 feature codes on the 2025 filing.
2 contacts
11 filings · 2015 to 2025