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| Provider | Service type | Compensation |
|---|---|---|
Filed as: JOHN HANCOCK LIFE INSURANCE CO Service code 15 · EIN 01-0233346 | Recordkeeping | $9,028 |
QUALIFIED PLANS, LLC5 years Filed as: QUALIFIED PLAN CONSULTANTS, LLC Service code 17 4949 WESTOWN PARKWAY STE 110 · WEST DES MOINES, IA 502666716 | Pension Consulting | $3,500 |
15 funds of $250K or more; 29 lines in all, holding $33.8M of the plan's $34.0M. From the 2024 filing. Recordkeeper: John Hancock (Manulife).
Target-date series: John Hancock Lifetime Blend, mutual fund, 11% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| AB Large Cap Growth Fund Inc AllianceBernstein · Mutual fund | $10.7M | 31.8% |
| John Hancock 500 Index Fund John Hancock (Manulife) · Mutual fund IndexRecordkeeper's own fund | $5.8M | 17.3% |
| John Hancock Lifetime Blend John Hancock (Manulife) · Mutual fund Target-date, 10 vintagesRecordkeeper's own fund | $3.6M | 10.6% |
| American Balanced Fund Capital Group · Mutual fund | $2.9M | 8.6% |
| Fidelity Mid Cap Index Fund Fidelity (FMR) · Mutual fund Index | $2.3M | 7.0% |
| Invesco Small Cap Growth Fund Invesco · Mutual fund | $1.6M | 4.7% |
| Capital World Growth & Income Fund Capital Group · Mutual fund | $1.5M | 4.4% |
| John Hancock Sub-Account John Hancock (Manulife) · Stable value Stable valueRecordkeeper's own fund | $1.1M | 3.3% |
| MFS Mid Cap Growth Fund MFS (Sun Life) · Mutual fund | $1.0M | 3.1% |
| Strategic Income Opportunities Fund John Hancock (Manulife) · Mutual fund Recordkeeper's own fund | $664K | 2.0% |
Covers 61,314 large plans that list their funds in their annual filing. Updated Nov 2, 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.