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| Provider | Service type | Compensation |
|---|---|---|
UBS FINANCIAL SERVICES INC5 years Filed as: UBS FINANCIAL SERVICES INC. Service code 27 · EIN 13-2638166 | Advisory (Plan) | $35,997 |
Filed as: JOHN HANCOCK Service code 15 · EIN 01-0233346 | Recordkeeping | $28,403 |
14 funds of $250K or more; 20 lines in all, holding $11.3M of the plan's $11.3M. From the 2025 filing. Recordkeeper: John Hancock (Manulife).
Target-date series: American Funds Target Date, mutual fund, 48% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| American Funds Target Date Capital Group · Mutual fund Target-date, 9 vintages | $5.4M | 48.0% |
| Fidelity 500 Index Fund Fidelity (FMR) · Mutual fund Index | $1.4M | 12.3% |
| JPMorgan Large Cap Growth Fund Class R6 JPMorgan · Mutual fund | $1.4M | 12.2% |
| Reliance MetLife Stable Value Series 25053 Collective Trust MetLife · Stable value Stable value | $676K | 6.0% |
| Dodge & Cox Stock Fund Class I Dodge & Cox · Mutual fund | $395K | 3.5% |
| Vanguard Mid-Cap Index Fund Admiral Shares Vanguard · Mutual fund Index | $362K | 3.2% |
| NEW Perspective Fund Class R-6 Capital Group · Mutual fund | $359K | 3.2% |
| BlackRock High Yield Portfolio BlackRock · Mutual fund | $296K | 2.6% |
| Fidelity Advisor International Capital Appreciation Fund Class I Fidelity (FMR) · Mutual fund | $252K | 2.2% |
| Emerging Markets Core Equity 2 Portfolio Institutional Class Dimensional · Mutual fund | $163K | 1.4% |
Added 2 funds.
| Fund | Year-end value |
|---|---|
| AddedBlackRock High Yield Portfolio | $296K |
| AddedFidelity Advisor International Capital Appreciation Fund Class I | $252K |
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 71,097 large plans that list their funds in their annual filing. Updated Nov 3, 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.