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| Provider | Service type | Compensation |
|---|---|---|
Filed as: COMMONWEALTH EQUITY SERVICES LLC Service code 28 · EIN 04-2675571 440 STEVENS AVE. · SOLANA BEACH, CA 92075 | Investment Management | $11,678 |
Filed as: JOHN HANCOCK USA Service code 15 · EIN 01-0233346 | Recordkeeping | $8,171 |
3 funds of $250K or more; 18 lines in all, holding $2.8M of the plan's $2.9M. From the 2025 filing. Recordkeeper: John Hancock (Manulife).
Target-date series: American Funds Target Date, mutual fund, 56% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| American Funds Target Date Capital Group · Mutual fund Target-date, 8 vintages | $1.6M | 56.3% |
| similar party value Manager not matched · Other | $930K | 32.9% |
| Fidelity 500 Index Fund Fidelity (FMR) · Mutual fund Index | $121K | 4.3% |
| Nuveen Large Cap Growth Index Fund Class R6 TIAA (Nuveen) · Mutual fund Index | $64K | 2.3% |
| Vanguard Value Index Fund Admiral Shares Vanguard · Mutual fund Index | $64K | 2.2% |
| NEW World Fund INC Class R-6 Capital Group · Mutual fund | $10K | 0.4% |
| JPMorgan U.S. Government Money Market Fund JPMorgan · Money market | $8K | 0.3% |
| Vanguard Total Bond Market Index Fund Admiral Shares Vanguard · Mutual fund Index | $8K | 0.3% |
| Fidelity International Index Fund Fidelity (FMR) · Mutual fund Index | $7K | 0.2% |
| Vanguard Explorer Fund Admiral Shares Vanguard · Mutual fund | $4K | 0.1% |
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.
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.