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| Provider | Service type | Compensation |
|---|---|---|
Filed as: MERRILL LYNCH Service code 26 · EIN 13-5674085 | Advisory (Participants) | $23,858 |
QUALIFIED PLANS, LLC10+ years Filed as: QUALIFIED PLAN CONSULTANTS, LLC Service code 17 · EIN 20-0223513 | Pension Consulting | $4,394 |
JOHN HANCOCK LIFE INSURANCE COMPANY10+ years Service code 15 · EIN 01-0233346 | Recordkeeping | $3,262 |
8 funds of $250K or more; 26 lines in all, holding $10.3M of the plan's $10.3M. From the 2024 filing. Recordkeeper: John Hancock (Manulife).
Target-date series: John Hancock Lifetime Blend, mutual fund, 74% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| John Hancock Lifetime Blend Manager not matched · Mutual fund Target-date, 8 vintages | $7.6M | 73.6% |
| JH JPMorgan Large Cap Growth Fund JPMorgan · Mutual fund | $1.2M | 11.9% |
| JH Fidelity ContraFund Fidelity (FMR) · Mutual fund | $615K | 6.0% |
| JH 500 Index Fund Manager not matched · Mutual fund Index | $262K | 2.6% |
| JH AF American Balanced Fund Manager not matched · Mutual fund | $165K | 1.6% |
| JH Invesco Small Cap Growth Fund Invesco · Mutual fund | $90K | 0.9% |
| JH Bond Fund Manager not matched · Mutual fund | $43K | 0.4% |
| JH Core Bond Fund Manager not matched · Mutual fund | $43K | 0.4% |
| JH Intl Equity Index Fund Manager not matched · Mutual fund Index | $36K | 0.3% |
| JH Vanguard Mid Cap Value ETF Vanguard · ETF Index | $32K | 0.3% |
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.
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.