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| Provider | Service type | Compensation |
|---|---|---|
Service code 15 · EIN 01-0233346 | Recordkeeping | $750 |
2 funds of $250K or more; 16 lines in all, holding $2.2M of the plan's $2.2M. From the 2024 filing. Recordkeeper: John Hancock (Manulife).
Target-date series: Nuveen Lifecycle Index, mutual fund, 87% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| Nuveen Lifecycle Index TIAA (Nuveen) · Mutual fund Target-date, 7 vintages | $1.9M | 87.2% |
| DFA US Large Cap Value Port Dimensional · Separate account | $111K | 5.0% |
| Fidelity Mid Cap Index Fund Fidelity (FMR) · Mutual fund Index | $110K | 4.9% |
| U.S. Small Cap Portfolio Dimensional · Mutual fund | $26K | 1.2% |
| JPMorgan Large Cap Growth Fund JPMorgan · Mutual fund | $13K | 0.6% |
| Vanguard Target Retirement Vanguard · Mutual fund Target-date, 2 vintages | $8K | 0.4% |
| Janus Henderson Enterprise Fund Janus Henderson · Mutual fund | $8K | 0.4% |
| Total Bond Market Index Fund 1,906 Vanguard Vanguard · Mutual fund Index | $5K | 0.2% |
| John Hancock Government Money Market John Hancock (Manulife) · Money market Recordkeeper's own fund | $3K | 0.1% |
| Fidelity Government Cash Reserves John Hancock (Manulife) · Money market Recordkeeper's own fund | $1K | <0.1% |
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.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
The auditor signed off without reservation. This is the cleanest opinion.