Filings through .
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| Provider | Service type | Compensation |
|---|---|---|
Filed as: MERRILL LYNCH Service code 26 · EIN 13-5674085 | Advisory (Participants) | $28,883 |
CPI QUALIFIED PLAN CONSULTANTS, INC11+ years Filed as: QUALIFIED PLAN CONSULTANTS, LLC Service code 17 · EIN 20-0223513 | Pension Consulting | $5,905 |
JOHN HANCOCK LIFE INSURANCE COMPANY11+ years Service code 15 · EIN 01-0233346 | Recordkeeping | $3,116 |
9 funds of $250K or more; 19 lines in all, holding $12.7M of the plan's $12.8M. From the 2025 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 John Hancock (Manulife) · Mutual fund Target-date, 8 vintagesRecordkeeper's own fund | $9.4M | 73.7% |
| JPMorgan Large Cap Growth Fund JPMorgan · Mutual fund | $1.3M | 10.5% |
| Sub-Account of John Hancock Fidelity (FMR) · Mutual fund | $800K | 6.3% |
| John Hancock 500 Index Fund John Hancock (Manulife) · Mutual fund IndexRecordkeeper's own fund | $320K | 2.5% |
| New World Fund Inc Capital Group · Mutual fund | $260K | 2.0% |
| American Balanced Fund Capital Group · Mutual fund | $140K | 1.1% |
| Invesco Small Cap Growth Fund Invesco · Mutual fund | $111K | 0.9% |
| Dodge & Cox Stock Fund Dodge & Cox · Mutual fund | $64K | 0.5% |
| John Hancock Sub-Account Capital Group · Mutual fund | $58K | 0.5% |
| John Hancock Bond Fund John Hancock (Manulife) · Mutual fund Recordkeeper's own fund | $51K | 0.4% |
Added 2 funds, dropped 1 fund.
| Fund | Year-end value |
|---|---|
| AddedSub-Account of John Hancock | $800K |
| DroppedJH Fidelity ContraFund | $615K |
| AddedNew World Fund Inc | $260K |
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.