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| Provider | Service type | Compensation |
|---|---|---|
Filed as: JOHN HANCOCK RETIREMENT PLAN SVCS Service code 15 · EIN 01-0233346 | Recordkeeping | $45,605 |
13 funds of $250K or more; 25 lines in all, holding $8.5M of the plan's $8.7M. From the 2025 filing. Recordkeeper: John Hancock (Manulife).
Target-date series: John Hancock Lifetime Blend, mutual fund, 44% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| John Hancock Lifetime Blend John Hancock (Manulife) · Mutual fund Target-date, 11 vintagesRecordkeeper's own fund | $3.8M | 44.0% |
| Principal Capital Appreciation Fund Principal · Mutual fund | $757K | 8.9% |
| Principal LargeCap Growth Principal · Mutual fund | $741K | 8.7% |
| Eupac Fund Capital Group · Mutual fund | $591K | 6.9% |
| Principal SmallCap Fund Principal · Mutual fund | $457K | 5.3% |
| Pgim Total Return Bond Fund Prudential (PGIM) · Mutual fund | $303K | 3.5% |
| Goldman Sachs Mid Cap Value Fund Goldman Sachs · Mutual fund | $293K | 3.4% |
| Washington Mutual Investors Fund Capital Group · Mutual fund | $284K | 3.3% |
| Reliance Trust Company Stable Value Fund Manager not matched · Stable value Stable value | $237K | 2.8% |
| Principal SmallCap World Fund Principal · Mutual fund | $211K | 2.5% |
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.
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.