Filings through .
Filed August 5, 2006
This is a legacy paper filing. Plan administrator and contact details are recorded in the original filing, which has not been digitised into structured fields.
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| Provider | Service type | Compensation |
|---|---|---|
JOHN HANCOCK LIFE INSURANCE COMPANY10+ years Service code 15 · EIN 01-0233346 | Recordkeeping | $88,855 |
COASTAL PENSION SERVICES9 years Service code 16 · EIN 52-1053785 | Consulting | $35,820 |
RBC WEALTH MANAGEMENT9 years Filed as: RBC CAPITAL MARKETS CORP. Service code 26 · EIN 41-1416330 | Advisory (Participants) | $35,000 |
2 funds of $250K or more; 3 lines in all, holding $69.7M of the plan's $70.1M. From the 2024 filing. Recordkeeper: John Hancock (Manulife).
| Fund | Dollars | % of funds% |
|---|---|---|
| Assets Investments, at fair value Manager not matched · Other | $67.5M | 96.9% |
| Receivables Employer contributions Manager not matched · Other | $2.1M | 3.0% |
| Participant contributions Manager not matched · Other | $73K | 0.1% |
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.
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.