Filings through .
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| Provider | Service type | Compensation |
|---|---|---|
Filed as: JOHN HANCOCK Service code 15 · EIN 01-0233346 | Recordkeeping | $22,880 |
Filed as: RAYMOND JAMES & ASSOCIATES Service code 26 · EIN 59-1237041 | Advisory (Participants) | $10,625 |
3 funds of $250K or more; 23 lines in all, holding $3.1M of the plan's $3.3M. From the 2025 filing. Recordkeeper: John Hancock (Manulife).
Target-date series: John Hancock Lifetime Blend, mutual fund, 10% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| John Hancock JH Multimanager Balanced LS John Hancock (Manulife) · Mutual fund Recordkeeper's own fund | $1.3M | 43.5% |
| John Hancock Lifetime Blend John Hancock (Manulife) · Mutual fund Target-date, 9 vintagesRecordkeeper's own fund | $308K | 10.1% |
| Growth Fund OF America Capital Group · Mutual fund | $295K | 9.7% |
| John Hancock Disciplined Value Fund John Hancock (Manulife) · Mutual fund Recordkeeper's own fund | $255K | 8.3% |
| John Hancock USA Capital Group · Mutual fund | $159K | 5.2% |
| John Hancock 500 Index Fund John Hancock (Manulife) · Mutual fund IndexRecordkeeper's own fund | $155K | 5.1% |
| John Hancock Mid Cap Index Fund John Hancock (Manulife) · Mutual fund IndexRecordkeeper's own fund | $117K | 3.8% |
| John Hancock USA John Hancock (Manulife) · Mutual fund Recordkeeper's own fund | $103K | 3.4% |
| John Hancock Mid Cap Growth Fund John Hancock (Manulife) · Mutual fund Recordkeeper's own fund | $69K | 2.3% |
| U.S. Targeted Value Portfolio Dimensional · Mutual fund | $66K | 2.2% |
Dropped 1 fund.
| Fund | Year-end value |
|---|---|
| DroppedT. Rowe Price Spectrum Inc | $677K |
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.
Annual investment return is in the bottom quintile of the peer cohort.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Plan appears closed to new enrollment or frozen - balance-holders far exceed active participants, or the plan reports active distributions with no inflows. Exclude from peer benchmarks.
The auditor signed off without reservation. This is the cleanest opinion.