Filings through .
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| Provider | Service type | Compensation |
|---|---|---|
Service code 15 · EIN 01-0233346 | Recordkeeping | $96,824 |
15 funds of $250K or more; 17 lines in all, holding $16.0M of the plan's $16.1M. From the 2025 filing. Recordkeeper: John Hancock (Manulife).
Target-date series: John Hancock Lifetime Blend, collective trust, 56% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| John Hancock Lifetime Blend John Hancock (Manulife) · Collective trust Target-date, 11 vintagesRecordkeeper's own fund | $8.9M | 55.7% |
| " Capital Group · Mutual fund | $1.4M | 8.7% |
| Fidelity Contrafund Fidelity (FMR) · Mutual fund | $1.1M | 7.1% |
| Growth Fund OF America Capital Group · Mutual fund | $1.1M | 6.8% |
| Vanguard Mid-Cap Growth Fund Investor Shares Vanguard · ETF Index | $700K | 4.4% |
| Vanguard Small-Cap Value Index Fund Vanguard · Mutual fund Index | $580K | 3.6% |
| Income Fund OF America Capital Group · Mutual fund | $503K | 3.2% |
| Invesco Global Fund Invesco · Mutual fund | $449K | 2.8% |
| Fidelity Total Bond Fund Fidelity (FMR) · Mutual fund | $239K | 1.5% |
| Dodge & Cox International Stock Fund Dodge & Cox · Mutual fund | $155K | 1.0% |
No lineup changes between the 2024 and 2025 filings.
Stable value and insurance contract lines, renames and class changes are not counted. Left out here: 1 rename.
Changes of at least $250K and 0.1% of the plan between the 2024 and 2025 filings. Values are year-end holdings, not money moved.
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.
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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.