Filings through .
Filed April 18, 2007
This is a legacy paper filing. Plan administrator and contact details are recorded in the original filing, which has not been digitised into structured fields.
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| Provider | Service type | Compensation |
|---|---|---|
Filed as: JOHN HANCOCK RETIREMENT PLAN SRVCS Service code 15 · EIN 01-0233346 | Recordkeeping | $241,136 |
Service code 27 · EIN 99-2539506 | Advisory (Plan) | $26,250 |
PLANTE & MORAN, PLLC2 years Service code 10 · EIN 44-0160260 | Accounting | $18,200 |
Filed as: GLOBAL RETIREMENT PARTNERS Service code 16 · EIN 47-1411118 4340 REDWOOD HIGHWAY · SAN RAFAEL, CA 94903 | Consulting | $8,750 |
29 funds of $250K or more; 19 lines in all, holding $107M of the plan's $109M. From the 2025 filing. Recordkeeper: John Hancock (Manulife).
Target-date series: T. Rowe Price Retirement, mutual fund, 54% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| T. Rowe Price Retirement T. Rowe Price · Mutual fund Target-date, 13 vintages | $57.3M | 53.7% |
| Vanguard Total Stock Market Index Fund Vanguard · Mutual fund Index | $7.3M | 6.9% |
| iShares S&P 500 Index Fund BlackRock · ETF Index | $5.9M | 5.5% |
| JPMorgan U.S. Equity Fund JPMorgan · Mutual fund | $4.6M | 4.3% |
| Vanguard Total International Stock Index Fund Vanguard · Mutual fund Index | $4.4M | 4.2% |
| John Hancock Unallocated contract - Stable Value Guaranteed Income Fund John Hancock (Manulife) · Insurance contract Recordkeeper's own fund | $4.0M | 3.7% |
| AB US Large Cap Growth CIT (W Series) AllianceBernstein · Collective trust | $3.8M | 3.6% |
| Janus Henderson International Alpha Equity Collective Fund CI III Janus Henderson · Collective trust | $2.7M | 2.5% |
| Blackrock Equity Dividend A BlackRock · Mutual fund Possible retail class A | $2.7M | 2.5% |
| Vanguard Total Bond Market Index Fund Vanguard · Mutual fund Index | $2.2M | 2.1% |
No lineup changes between the 2024 and 2025 filings.
Stable value and insurance contract lines, renames and class changes are not counted. Left out here: 2 renames.
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.
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.