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| Provider | Service type | Compensation |
|---|---|---|
Filed as: JOHN HANCOCK RETIREMENT PLAN SERVIC Service code 15 · EIN 45-3008106 | Recordkeeping | $29,738 |
FIDUCIENT ADVISORS LLC5 years Filed as: FIDUCIENT ADVISORS, LLC Service code 27 · EIN 36-4001764 | Advisory (Plan) | $25,000 |
CALIBRE CPA GROUP PLLC10+ years Filed as: CALIBRE CPA GROUP, PLLC Service code 10 · EIN 47-0900880 | Accounting | $15,200 |
BENEFITS MANAGEMENT GROUP, INC.10+ years Service code 13 · EIN 20-0188125 | Contract Administrator | $10,000 |
17 funds of $250K or more; 11 lines in all, holding $30.5M of the plan's $46.2M. From the 2025 filing. Recordkeeper: John Hancock (Manulife).
Target-date series: T. Rowe Price Retirement, mutual fund, 30% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| T. Rowe Price Retirement T. Rowe Price · Mutual fund Target-date, 12 vintages | $9.3M | 30.4% |
| Dodge & Cox Stock Fund Dodge & Cox · Mutual fund | $7.1M | 23.2% |
| Dodge & Cox Income Fund Dodge & Cox · Mutual fund | $3.5M | 11.5% |
| Participant-directed investments, at contract value NYL Anchor Account I Stable Value Fund New York Life · Stable value Stable value | $2.7M | 8.9% |
| Vanguard Small-Cap Growth Index Fund Vanguard · Mutual fund | $2.6M | 8.4% |
| Cohen & Steers Institutional Realty Shares Cohen & Steers · Mutual fund | $2.5M | 8.2% |
| Participant-directed investments, at fair value Allspring Spec SC Val R6 Allspring · Mutual fund | $1.6M | 5.2% |
| Fidelity Advisor Dividend Growth T Fidelity (FMR) · Mutual fund Possible retail class T | $1.1M | 3.6% |
| M oderately Aggressive Portfolio Allspring Spec SC Val R6 Allspring · Mutual fund | $144K | 0.5% |
| Vanguard Small Growth Adml Registered investment company Vanguard · Mutual fund | $22K | <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.
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.