Filings through .
1 of 18 flags tripped on the 2025 filing.
Few collective trusts
0% of fund dollars in collective trusts, which often cost less than the same strategy as a mutual fund.
This section compares the plan with plans of the same size, type and industry, and shows how it moved year over year.
We rank each metric against plans of the same size, type and industry.
Peer percentiles for 6 metrics are on Pro. Pro is free for 7 days and then costs $49 a month.
Showing the 2025 filing, 1 of 6 years on record. Charts need 3 years.
Older filings: assets, participants, contributions and return for each year are on Pro.
5 more years of history are on Pro. Pro is free for 7 days and then costs $49 a month.
$2K in admin expenses, $5 per participant (all participants, line 6f).
This section lists the funds on the plan's investment schedule and what changed since the prior filing.
10 funds of $250K or more; 12 lines in all, holding $6.3M of the plan's $7.5M. Recordkeeper: John Hancock (Manulife).
Target-date series: Nuveen Lifecycle Index, other, 81% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| Nuveen Lifecycle Index TIAA (Nuveen) · Separate account Target-date, 10 vintages | $5.1M | 80.6% |
| JH Multimanager Balanced LS Manager not matched · Separate account | $377K | 5.9% |
| 500 Index Fund Manager not matched · Separate account Index | $305K | 4.8% |
| Nuveen Large Cap Growth Index Fund TIAA (Nuveen) · Separate account Index | $270K | 4.2% |
| American Balanced Fund Capital Group · Separate account | $58K | 0.9% |
| Nuveen Large Cap Value Index Fund TIAA (Nuveen) · Separate account Index | $58K | 0.9% |
| Fidelity Mid Cap Index Fund Fidelity (FMR) · Separate account Index | $55K | 0.9% |
| Reliance Metlife Stable Value Fund MetLife · Stable value Stable value | $41K | 0.6% |
| Massachusetts Investors Trust MFS (Sun Life) · Separate account | $34K | 0.5% |
| Nuveen Small Cap Blend Index Fund TIAA (Nuveen) · Separate account Index | $27K | 0.4% |
| Fund | Manager | Vehicle | Dollars | % of funds |
|---|---|---|---|---|
| Name available on Pro | Dollar amount available on Pro | Percentage available on Pro | ||
| Name available on Pro | Dollar amount available on Pro | Percentage available on Pro |
2 more funds in this lineup: name, manager, vehicle, dollars and share are on Pro.
2 more lines in this lineup are on Pro. Pro is free for 7 days and then costs $49 a month.
Covers 71,410 large plans that list their funds in their annual filing. Updated Nov 6, 2026. Shares describe these plans, not the whole market.
This section shows who is paid to serve the plan, who audits it and who signs the filing.
Top 1 by compensation.
| Provider | Compensation |
|---|---|
Filed as: JOHN HANCOCK NEW YORK Service code 15 · EIN 13-3646501 Recordkeeping | $934 |
The auditor signed off without reservation. This is the cleanest opinion.
Plan features from the filing, actuarial disclosures and related pages.
6 feature codes on the 2025 filing.
3 contacts
6 filings · 2020 to 2025