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| Provider | Service type | Compensation |
|---|---|---|
Filed as: JOHN HANCOCK RETIREMENT PLAN SRVCS Service code 15 · EIN 01-0233346 | Recordkeeping | $30,699 |
23 funds of $250K or more; 14 lines in all, holding $50.0M of the plan's $54.2M. From the 2024 filing. Recordkeeper: John Hancock (Manulife).
Target-date series: T. Rowe Price Retirement, collective trust, 40% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| T. Rowe Price Retirement T. Rowe Price · Collective trust Target-date, 13 vintages | $20.0M | 40.0% |
| Vanguard Institutional Index Fund Institutional Shares Vanguard · Mutual fund Index | $8.9M | 17.8% |
| NYL Guaranteed Interest Account New York Life · Insurance contract | $7.1M | 14.3% |
| JPMorgan Large Cap Growth Fund JPMorgan · Mutual fund | $5.3M | 10.7% |
| MFS International Diversification Fund MFS (Sun Life) · Mutual fund | $1.5M | 3.0% |
| Vanguard Extended Market Index Fund Institutional Shares Vanguard · Mutual fund Index | $1.4M | 2.8% |
| Vanguard Total Bond Market Index Fund Institutional Shares Vanguard · Mutual fund Index | $1.2M | 2.4% |
| Loomis Sayles Core Plus Bond Fund Natixis IM · Mutual fund | $993K | 2.0% |
| Allspring Special Small Cap Value Fund Allspring · Mutual fund | $879K | 1.8% |
| Vanguard Total International Stock Index Fund Institutional Shares Vanguard · Mutual fund Index | $829K | 1.7% |
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.
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.