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| Provider | Service type | Compensation |
|---|---|---|
GREAT LAKES ADVISORS, LLC9 years Filed as: GREAT LAKES PENSION ASSOCIATES, INC Service code 13 · EIN 38-2438760 37923 W. 12 MILE ROAD · FARMINGTON HILLS, MI 48331 | Contract Administrator | $7,304 |
Service code 15 · EIN 01-0233346 | Recordkeeping | $1,410 |
9 funds of $250K or more; 18 lines in all, holding $10.7M of the plan's $11.1M. From the 2025 filing. Recordkeeper: John Hancock (Manulife).
Target-date series: John Hancock Lifetime Blend, other, 64% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| John Hancock Lifetime Blend John Hancock (Manulife) · Insurance contract Target-date, 11 vintagesRecordkeeper's own fund | $6.8M | 64.0% |
| John Hancock Stable Value Fund John Hancock (Manulife) · Insurance contract Recordkeeper's own fund | $1.5M | 14.2% |
| John Hancock 500 Index Fund John Hancock (Manulife) · Insurance contract IndexRecordkeeper's own fund | $577K | 5.4% |
| AB Large Cap Growth Fund AllianceBernstein · Insurance contract | $487K | 4.6% |
| MFS Value Fund MFS (Sun Life) · Insurance contract | $370K | 3.5% |
| MFS Mid Cap Growth Fund MFS (Sun Life) · Insurance contract | $164K | 1.5% |
| AB Income Fund AllianceBernstein · Insurance contract | $144K | 1.3% |
| John Hancock Income Fund John Hancock (Manulife) · Insurance contract Recordkeeper's own fund | $118K | 1.1% |
| John Hancock Mid Cap Index Fund John Hancock (Manulife) · Insurance contract IndexRecordkeeper's own fund | $91K | 0.9% |
| John Hancock Small Cap Index Fund John Hancock (Manulife) · Insurance contract IndexRecordkeeper's own fund | $89K | 0.8% |
No lineup changes between the 2024 and 2025 filings.
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, not money moved.
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.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
The auditor signed off without reservation. This is the cleanest opinion.