Filings through .
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| Provider | Service type | Compensation |
|---|---|---|
Filed as: JOHN HANCOCK LIFE INSURANCE Service code 26 · EIN 80-0709115 PO BOX 600 · BUFFALO, NY 142010600 | Advisory (Participants) | $33,518 |
UBS FINANCIAL SERVICES INC3 years Service code 26 1000 HARBOR BOULEVAR · WEEHAWKEN, NJ 07086 | Advisory (Participants) | $31,777 |
18 funds of $250K or more; 30 lines in all, holding $20.7M of the plan's $20.7M. From the 2025 filing. Recordkeeper: John Hancock (Manulife).
Target-date series: American Funds Target Date, mutual fund, 35% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| American Funds Target Date Capital Group · Mutual fund Target-date, 12 vintages | $7.2M | 34.7% |
| First Eagle Global Fund Class R6 First Eagle · Mutual fund | $4.9M | 23.7% |
| Fidelity 500 Index Fund Fidelity (FMR) · Mutual fund Index | $2.0M | 9.7% |
| JP Morgan Large Cap Growth Class R-6 JPMorgan · Other | $1.8M | 8.5% |
| John Hancock Stable Value Fund Class R-6 John Hancock (Manulife) · Insurance contract Recordkeeper's own fund | $1.1M | 5.2% |
| Vanguard Total World Stock Index Fund Admiral Shares Vanguard · Mutual fund Index | $551K | 2.7% |
| Blackrock 80/20 Target Allocation Fund Class K BlackRock · Mutual fund | $456K | 2.2% |
| Small CAP Growth Fund R6 Class American Century · Mutual fund | $376K | 1.8% |
| Schwab Fundamental U.S. Large Company Index Fund Charles Schwab · Mutual fund Index | $374K | 1.8% |
| Dodge & Cox Balanced Fund Class X Dodge & Cox · Mutual fund | $320K | 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.
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.