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| Provider | Service type | Compensation |
|---|---|---|
Filed as: GALLAGHER FIDUCIARY ADVISORS Service code 26 · EIN 36-4291971 2850 GOLF ROAD · ROLLING MEADOWS, IL 60008 | Advisory (Participants) | $35,155 |
Filed as: JOHN HANCOCK LIFE INSURANCE CO USA Service code 15 · EIN 01-0233346 | Recordkeeping | $10,148 |
Filed as: JOHN HANCOCK USA Service code 15 · EIN 01-0233346 | Recordkeeping | $0 |
9 funds of $250K or more; 14 lines in all, holding $9.8M of the plan's $9.8M. From the 2024 filing. Recordkeeper: John Hancock (Manulife).
Target-date series: BlackRock LifePath Index, other, 86% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| BlackRock LifePath Index BlackRock · Insurance contract Target-date, 10 vintages | $8.4M | 86.3% |
| John Hancock 500 Index Fund John Hancock (Manulife) · Insurance contract IndexRecordkeeper's own fund | $468K | 4.8% |
| Vanguard Growth Index Fund Vanguard · Insurance contract Index | $290K | 3.0% |
| Vanguard Value Index Fund Vanguard · Insurance contract Index | $119K | 1.2% |
| John Hancock Mid Cap Index Fund John Hancock (Manulife) · Insurance contract IndexRecordkeeper's own fund | $103K | 1.1% |
| DFA Inflation-Protected Sec Dimensional · Insurance contract | $81K | 0.8% |
| John Hancock Total Bond Market Fund John Hancock (Manulife) · Insurance contract IndexRecordkeeper's own fund | $61K | 0.6% |
| John Hancock Stable Value Fund John Hancock (Manulife) · Insurance contract Recordkeeper's own fund | $55K | 0.6% |
| Vanguard Small Cap Growth Index Fund Vanguard · Insurance contract Index | $42K | 0.4% |
| John Hancock Life Insurance Company (U.S.A.) John Hancock (Manulife) · Insurance contract Recordkeeper's own fund | $40K | 0.4% |
Covers 61,314 large plans that list their funds in their annual filing. Updated Nov 2, 2026. Shares describe these plans, not the whole market.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.