Filings through .
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| Provider | Service type | Compensation |
|---|---|---|
Filed as: WILSHIRE ASSOCIATES, INC. (USA) Service code 26 1299 OCEAN AVENUE · SANTA MONICA, CA 90401 | Advisory (Participants) | $3,700 |
Filed as: JOHN HANCOCK U.S.A. Service code 15 · EIN 01-0233346 P.O. BOX 600 · BUFFALO, NY 14201 | Recordkeeping | $274 |
Filed as: TRANSITION FINANCE STRATEGIES Service code 13 · EIN 13-4238973 154 HANSEN ROAD · CHARLOTTESVILLE, VA 22911 | Contract Administrator | $0 |
17 funds of $250K or more; 30 lines in all, holding $18.7M of the plan's $18.8M. From the 2025 filing. Recordkeeper: John Hancock (Manulife).
Target-date series: SSgA Target Retirement, other, 25% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| Lifestyle Growth John Hancock (Manulife) · Insurance contract Recordkeeper's own fund | $5.6M | 29.9% |
| SSgA Target Retirement State Street (SSgA) · Insurance contract Target-date, 8 vintages | $4.7M | 25.2% |
| John Hancock 500 Index Fund John Hancock (Manulife) · Insurance contract IndexRecordkeeper's own fund | $1.2M | 6.5% |
| John Hancock Lifestyle Aggressive John Hancock (Manulife) · Insurance contract Recordkeeper's own fund | $961K | 5.1% |
| John Hancock Stable Value Fund John Hancock (Manulife) · Insurance contract Recordkeeper's own fund | $958K | 5.1% |
| John Hancock Lifestyle Fund - Balanced Portfolio John Hancock (Manulife) · Insurance contract Recordkeeper's own fund | $926K | 4.9% |
| American Funds Growth Fund of America Capital Group · Insurance contract | $780K | 4.2% |
| John Hancock Strategic Growth Fund John Hancock (Manulife) · Insurance contract Recordkeeper's own fund | $389K | 2.1% |
| John Hancock Mid Cap Index Fund John Hancock (Manulife) · Insurance contract IndexRecordkeeper's own fund | $362K | 1.9% |
| DFA U.S. Targeted Value Port Dimensional · Insurance contract | $313K | 1.7% |
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 71,097 large plans that list their funds in their annual filing. Updated Nov 3, 2026. Shares describe these plans, not the whole market.
Employer contribution per participant is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.