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| Provider | Service type | Compensation |
|---|---|---|
Service code 15 · EIN 01-0233346 | Recordkeeping | $3,573 |
9 funds of $250K or more; 31 lines in all, holding $7.8M of the plan's $8.0M. From the 2025 filing. Recordkeeper: John Hancock (Manulife).
Target-date series: BlackRock LifePath Index, other, 5% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| John Hancock Multi-Index 2035 Preservation Portfolio John Hancock (Manulife) · Separate account IndexRecordkeeper's own fund | $1.6M | 20.2% |
| John Hancock Multi-Index 2050 Preservation Portfolio John Hancock (Manulife) · Separate account IndexRecordkeeper's own fund | $1.4M | 18.1% |
| John Hancock Multi-Index 2045 Preservation Portfolio Pooled separate account John Hancock (Manulife) · Separate account IndexRecordkeeper's own fund | $1.3M | 16.3% |
| John Hancock Multi-Index 2040 Preservation Portfolio John Hancock (Manulife) · Separate account IndexRecordkeeper's own fund | $463K | 5.9% |
| John Hancock Multi-Index 2060 Preservation Portfolio John Hancock (Manulife) · Separate account IndexRecordkeeper's own fund | $394K | 5.1% |
| BlackRock LifePath Index BlackRock · Separate account Target-date, 5 vintages | $359K | 4.6% |
| Fidelity ContraFund Fidelity (FMR) · Separate account | $356K | 4.6% |
| John Hancock Multi-Index 2055 Preservation Portfolio John Hancock (Manulife) · Separate account IndexRecordkeeper's own fund | $311K | 4.0% |
| John Hancock Stable Value Fund John Hancock (Manulife) · Stable value Stable valueRecordkeeper's own fund | $305K | 3.9% |
| 500 Index Fund Manager not matched · Separate account Index | $262K | 3.4% |
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 71,410 large plans that list their funds in their annual filing. Updated Nov 6, 2026. Shares describe these plans, not the whole market.
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
The auditor signed off without reservation. This is the cleanest opinion.