Filings through .
Filed August 18, 2022
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| Provider | Service type | Compensation |
|---|---|---|
DIVERSIFIED FINANCIAL1 year Service code 26 · EIN 99-2879043 3705 CONCORD PIKE · WILMINGTON, DE 19803 | Advisory (Participants) | $0 |
Filed as: JOHN HANCOCK LIFE INSURANCE CO. U.S Service code 15 · EIN 01-0233346 | Recordkeeping | $0 |
Filed as: MERRILL LYNCH Service code 26 · EIN 13-5674085 150 N. COLLEGE STREET · CHARLOTTE, NC 28255 | Advisory (Participants) | $0 |
15 funds of $250K or more; 32 lines in all, holding $20.2M of the plan's $20.4M. From the 2025 filing. Recordkeeper: John Hancock (Manulife).
Target-date series: Nuveen Lifecycle, other, 59% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| Nuveen Lifecycle TIAA (Nuveen) · Insurance contract Target-date, 8 vintages | $12.0M | 59.3% |
| Nuveen Lifecylce Fund 2030 TIAA (Nuveen) · Insurance contract | $1.5M | 7.4% |
| Nuveen Lifecylce Fund 2035 TIAA (Nuveen) · Insurance contract | $1.4M | 7.2% |
| Tiaa Equity Index Fund TIAA (Nuveen) · Insurance contract Index | $913K | 4.5% |
| John Hancock Blue Chip Growth Fund John Hancock (Manulife) · Insurance contract Recordkeeper's own fund | $856K | 4.2% |
| U.S. Large Company Portfolio Dimensional · Insurance contract | $692K | 3.4% |
| Nuveen Larg-Cap Growth Index TIAA (Nuveen) · Insurance contract Index | $287K | 1.4% |
| Vanguard Small Cap Grow Index Vanguard · Insurance contract Index | $271K | 1.3% |
| John Hancock AF American Balance Fund Capital Group · Insurance contract | $253K | 1.3% |
| Vanguard Equity-Income Fund Vanguard · Insurance contract | $236K | 1.2% |
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.