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| Provider | Service type | Compensation |
|---|---|---|
Filed as: JOHN HANCOCK Service code 15 · EIN 01-0233346 | Recordkeeping | $30,883 |
Filed as: CARR WEALTH MANAGEMENT Service code 27 1776 PLEASANT PLAIN ROAD · FAIRFIELD, IA 52556 | Advisory (Plan) | $0 |
10 funds of $250K or more; 23 lines in all, holding $8.2M of the plan's $8.4M. From the 2025 filing. Recordkeeper: John Hancock (Manulife).
Target-date series: American Funds Target Date, mutual fund, 59% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| American Funds Target Date Manager not matched · Mutual fund Target-date, 10 vintages | $4.8M | 58.9% |
| TCW Metwest Total Return Bond Fund TCW · Mutual fund | $775K | 9.4% |
| Fidelity 500 Index Fund Fidelity (FMR) · Mutual fund Index | $737K | 8.9% |
| AF Washington Mutual Invest Capital Group · Mutual fund | $446K | 5.4% |
| Eupac Fund Capital Group · Mutual fund | $258K | 3.1% |
| BlackRock Global Allocation Fund BlackRock · Mutual fund | $230K | 2.8% |
| American New World Fund Capital Group · Mutual fund | $147K | 1.8% |
| Invesco Diversified Dividend Fund Invesco · Mutual fund | $122K | 1.5% |
| Columbia Strategic Income Fund Ameriprise (Columbia Threadneedle) · Mutual fund | $115K | 1.4% |
| American 2010 Target Ret Manager not matched · Mutual fund | $110K | 1.3% |
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 61,314 large plans that list their funds in their annual filing. Updated Nov 2, 2026. Shares describe these plans, not the whole market.
The auditor signed off without reservation. This is the cleanest opinion.