Filings through .
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| Provider | Service type | Compensation |
|---|---|---|
LPL FINANCIAL2+ years Filed as: LPL FINANCIAL LLC RPCP Service code 26 · EIN 04-3046611 | Advisory (Participants) | $14,133 |
Service code 49 · EIN 01-0577649 | Other Services | $7,140 |
Filed as: JOHN HANCOCK LIFE INSURANCE CO USA Service code 15 · EIN 01-0233346 | Recordkeeping | $6,212 |
9 funds of $250K or more; 18 lines in all, holding $6.2M of the plan's $6.4M. From the 2025 filing. Recordkeeper: John Hancock (Manulife).
Target-date series: John Hancock Lifetime Blend, mutual fund, 68% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| John Hancock Lifetime Blend John Hancock (Manulife) · Mutual fund Target-date, 12 vintagesRecordkeeper's own fund | $4.2M | 67.5% |
| NY Life Ins. Co. Anchor Acct John Hancock (Manulife) · Mutual fund Recordkeeper's own fund | $488K | 7.8% |
| JH Multimanager Growth LS John Hancock (Manulife) · Mutual fund Recordkeeper's own fund | $255K | 4.1% |
| Vanguard Growth Index Fund John Hancock (Manulife) · Mutual fund IndexRecordkeeper's own fund | $229K | 3.7% |
| John Hancock JH Multimanager Aggressive LS John Hancock (Manulife) · Mutual fund Recordkeeper's own fund | $168K | 2.7% |
| John Hancock AF American Balanced Fund John Hancock (Manulife) · Mutual fund Recordkeeper's own fund | $135K | 2.2% |
| Allspring Index Fund John Hancock (Manulife) · Mutual fund IndexRecordkeeper's own fund | $103K | 1.7% |
| Equity Income Fund John Hancock (Manulife) · Mutual fund Recordkeeper's own fund | $100K | 1.6% |
| Mid Cap Index Trust John Hancock (Manulife) · Mutual fund IndexRecordkeeper's own fund | $94K | 1.5% |
| John Hancock JH Multimanager Conserv LS John Hancock (Manulife) · Mutual fund Recordkeeper's own fund | $81K | 1.3% |
Added 1 fund.
| Fund | Year-end value |
|---|---|
| AddedNY Life Ins. Co. Anchor Acct | $488K |
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 60,908 large plans that list their funds in their annual filing. Updated Nov 2, 2026. Shares describe these plans, not the whole market.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.