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| Provider | Service type | Compensation |
|---|---|---|
Service code 15 · EIN 01-0233346 PO BOX 600 · BUFFALO, NY 142010600 | Recordkeeping | $1,794 |
Filed as: WILSHIRE ASSOCIATES INC (USA) Service code 26 · EIN 95-2755361 | Advisory (Participants) | $1,531 |
12 funds of $250K or more; 21 lines in all, holding $9.1M of the plan's $9.3M. From the 2025 filing. Recordkeeper: John Hancock (Manulife).
Target-date series: John Hancock Lifetime Blend, other, 71% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| John Hancock Lifetime Blend John Hancock (Manulife) · Insurance contract Target-date, 9 vintagesRecordkeeper's own fund | $6.4M | 70.5% |
| John Hancock 500 Index Fund John Hancock (Manulife) · Insurance contract IndexRecordkeeper's own fund | $512K | 5.6% |
| Fidelity Contrafund Fidelity (FMR) · Insurance contract | $364K | 4.0% |
| John Hancock Life Insurance Company (U.S.A.) Capital Group · Insurance contract | $297K | 3.3% |
| Fidelity Advisor Total Bond Fidelity (FMR) · Insurance contract | $242K | 2.7% |
| John Hancock Real Estate Securities Fund John Hancock (Manulife) · Insurance contract Recordkeeper's own fund | $176K | 1.9% |
| Fidelity International Index Fund Fidelity (FMR) · Insurance contract Index | $148K | 1.6% |
| American Funds New World Fund Capital Group · Insurance contract | $143K | 1.6% |
| Fidelity Mid Cap Index Fund Fidelity (FMR) · Insurance contract Index | $141K | 1.6% |
| John Hancock Life Insurance Company (U.S.A.) Hartford Funds · Insurance contract | $139K | 1.5% |
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.