Filings through .
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| Provider | Service type | Compensation |
|---|---|---|
ANCHOR INVESTMENT MANAGEMENT10+ years Service code 26 · EIN 57-1109708 3205 DEVINE ST · COLUMBIA, SC 29205 | Advisory (Participants) | $40,764 |
JOHN HANCOCK LIFE INSURANCE COMPANY11+ years Service code 15 · EIN 01-0233346 PO BOX 600 · BUFFALO, NY 142010600 | Recordkeeping | $0 |
12 funds of $250K or more; 43 lines in all, holding $10.1M of the plan's $10.3M. From the 2025 filing. Recordkeeper: John Hancock (Manulife).
| Fund | Dollars | % of funds% |
|---|---|---|
| JH Multimanager Balanced LS Manager not matched · Other | $2.0M | 20.1% |
| JH Multimanager Growth LS Manager not matched · Other | $1.2M | 12.0% |
| American Funds 2040 TD Capital Group · Mutual fund | $951K | 9.4% |
| American Funds 2030 TD Capital Group · Mutual fund | $656K | 6.5% |
| American Funds 2035 TD Capital Group · Mutual fund | $598K | 5.9% |
| American Funds 2045 TD Capital Group · Mutual fund | $577K | 5.7% |
| American Funds 2050 TD Capital Group · Mutual fund | $555K | 5.5% |
| Vanguard Short-Term Federal Fund Vanguard · Mutual fund | $440K | 4.4% |
| JH Multimanager Aggressive LS Manager not matched · Other | $439K | 4.4% |
| American Funds 2025 TD Capital Group · Mutual fund | $425K | 4.2% |
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.
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.