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| Provider | Service type | Compensation |
|---|---|---|
STIFEL NICOLAUS & CO INC1 year Filed as: STIFEL NICOLAUS & COMPANY Service code 26 · EIN 43-0538770 | Advisory (Participants) | $71,954 |
Service code 15 · EIN 01-0233346 | Recordkeeping | $5,614 |
21 funds of $250K or more; 67 lines in all, holding $34.7M of the plan's $35.3M. From the 2025 filing. Recordkeeper: John Hancock (Manulife).
Target-date series: Vanguard Target Retirement, other, 4% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| JH Multi-Index LS Growth Manager not matched · Separate account Index | $10.3M | 29.8% |
| JH Multi-Index LS Aggressive Manager not matched · Separate account Index | $4.3M | 12.5% |
| John Hancock Life Insurance Company 500 Index Fund John Hancock (Manulife) · Insurance contract IndexRecordkeeper's own fund | $3.5M | 10.0% |
| JH Multi-Index LS Balanced Manager not matched · Separate account Index | $3.3M | 9.6% |
| JH Multimanager Aggressive LS Manager not matched · Separate account | $1.5M | 4.4% |
| JH Multimanager Growth LS Manager not matched · Separate account | $1.5M | 4.3% |
| Vanguard Target Retirement Vanguard · Separate account Target-date, 8 vintages | $1.3M | 3.6% |
| Stable Value Collective Trust John Hancock Life Insurance Company John Hancock (Manulife) · Stable value Stable valueRecordkeeper's own fund | $1.0M | 3.0% |
| JH Multi-Index LS Moderate Manager not matched · Separate account Index | $774K | 2.2% |
| Fidelity Contra Fund Fidelity (FMR) · Separate account | $606K | 1.7% |
No lineup changes between the 2024 and 2025 filings.
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.