Filings through .
Filed February 9, 2015
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 |
|---|---|---|
ALERUS FINANCIAL, N.A.4 years Service code 15 · EIN 45-6062081 | Recordkeeping | $54,709 |
EDWARD JONES1 year Filed as: EDWARD D JONES Service code 27 · EIN 43-0345811 | Advisory (Plan) | $7,470 |
Filed as: JOHN HANCOCK RETIREMENT PLAN SVCS Service code 15 · EIN 01-0233346 | Recordkeeping | $7,284 |
9 funds of $250K or more; 17 lines in all, holding $18.4M of the plan's $18.5M. From the 2024 filing. Recordkeeper: John Hancock (Manulife).
Target-date series: John Hancock Lifetime Blend, mutual fund, 96% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| John Hancock Lifetime Blend John Hancock (Manulife) · Mutual fund Target-date, 12 vintagesRecordkeeper's own fund | $17.7M | 96.4% |
| Vanguard 500 Index Fund Admiral Shares Vanguard · Mutual fund Index | $223K | 1.2% |
| American Mutual Fund Capital Group · Mutual fund | $134K | 0.7% |
| Dodge & Cox Stock Fund Class I Dodge & Cox · Mutual fund | $131K | 0.7% |
| Vanguard Index Trust Mid-Cap Index Fund Vanguard · Collective trust Index | $89K | 0.5% |
| Janus Henderson Enterprise Fund Class I Janus Henderson · Mutual fund | $23K | 0.1% |
| Vanguard Short-Term Inflation-Protected Securities Index Fund Admiral Shares Vanguard · Mutual fund | $19K | 0.1% |
| Emerging Markets Portfolio - Institutional Class Dimensional · Mutual fund | $13K | <0.1% |
| Vanguard Small Cap Index Fund 548 Vanguard · Mutual fund Index | $7K | <0.1% |
| Vanguard Total Stock Market Index Fund Admiral Shares Vanguard · Mutual fund Index | $7K | <0.1% |
Covers 71,410 large plans that list their funds in their annual filing. Updated Nov 6, 2026. Shares describe these plans, not the whole market.
The auditor signed off without reservation. This is the cleanest opinion.