Filings through .
2 of 18 flags tripped on the 2025 filing.
Low assets / participant
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Possible retail share class: $31K
Mutual funds in a class the filing names that is often retail or revenue sharing. Confirm before you raise it.
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 10 years on record. Charts need 3 years.
Older filings: assets, participants, contributions and return for each year are on Pro.
9 more years of history are on Pro. Pro is free for 7 days and then costs $49 a month.
$24K in admin expenses, $185 per participant (all participants, line 6f).
This section lists the funds on the plan's investment schedule and what changed since the prior filing.
2 funds of $250K or more; 8 lines in all, holding $1.7M of the plan's $1.8M. Recordkeeper: John Hancock (Manulife).
Target-date series: John Hancock Lifetime Blend, collective trust, 99% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| John Hancock Lifetime Blend John Hancock (Manulife) · Collective trust Target-date, 12 vintagesRecordkeeper's own fund | $1.7M | 98.2% |
| John Hancock Lifetime Blend John Hancock (Manulife) · Mutual fund Target-date, 1 vintageRecordkeeper's own fund | $22K | 1.3% |
| John Hancock USA 500 Index Fund John Hancock (Manulife) · Mutual fund IndexPossible retail class ARecordkeeper's own fund | $7K | 0.4% |
| Vanguard Explorer Fund Vanguard · Mutual fund Possible retail class A | $685 | <0.1% |
| John Hancock USA JH Disciplined Value John Hancock (Manulife) · Mutual fund Possible retail class ARecordkeeper's own fund | $457 | <0.1% |
| Fidelity Mid Cap Index Fund Fidelity (FMR) · Mutual fund IndexPossible retail class A | $440 | <0.1% |
| John Hancock USA JH Stable Val Gntd Income Fund John Hancock (Manulife) · Stable value Stable valueRecordkeeper's own fund | $254 | <0.1% |
| NEW World Fund INC Class A Capital Group · Mutual fund Possible retail class A | $231 | <0.1% |
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. They do not show 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.
This section shows who is paid to serve the plan, who audits it and who signs the filing.
Top 2 by compensation.
| Provider | Compensation |
|---|---|
Filed as: JOHN HANCOCK LIFE INS CO Service code 15 · EIN 01-0233346 Recordkeeping | $1,530 |
Filed as: WILSHIRE ADVISORS Service code 26 · EIN 95-2755361 Advisory (Participants) | $304 |
The auditor signed off without reservation. This is the cleanest opinion.
1 row: defaulted loans (Part 1), defaulted leases (Part 2) and non-exempt transactions (Part 3). Any row warrants fiduciary review.
| Counterparty | Category | Relationship and terms |
|---|---|---|
Participants Part 3 Non-exempt transaction | Non-exempt transaction |
Relationship, terms, address and dollar amount for each transaction are on Pro.
Amounts and terms are on Pro. Pro is free for 7 days and then costs $49 a month.
Plan features from the filing, actuarial disclosures and related pages.
8 feature codes on the 2025 filing.
Filed February 21, 2013.
This is a legacy paper filing. The plan administrator and contact details are only in the original filing. We have not converted them into data fields.
4 contacts
11 filings · 2015 to 2025