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| Provider | Service type | Compensation |
|---|---|---|
Service code 26 · EIN 42-1445429 | Advisory (Participants) | $21,033 |
JOHN HANCOCK LIFE INSURANCE COMPANY11+ years Service code 15 · EIN 01-0233346 | Recordkeeping | $4,098 |
10 funds of $250K or more; 19 lines in all, holding $6.6M of the plan's $6.9M. From the 2025 filing. Recordkeeper: John Hancock (Manulife).
Target-date series: American Funds Target Date, mutual fund, 97% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| American Funds Target Date Capital Group · Mutual fund Target-date, 11 vintages | $6.4M | 96.4% |
| S&P 500 Index Account TIAA (Nuveen) · Mutual fund Index | $113K | 1.7% |
| JPMorgan Large Cap Growth Fund JPMorgan · Mutual fund | $27K | 0.4% |
| Vanguard Mid-Cap Growth ETF Vanguard · ETF Index | $13K | 0.2% |
| Washington Mutual Investors Fund Capital Group · Mutual fund | $12K | 0.2% |
| Fidelity Mid Cap Index Fund Fidelity (FMR) · Mutual fund Index | $10K | 0.2% |
| Small-Cap Index Manager not matched · Mutual fund Index | $10K | 0.1% |
| New Perspective Fund Capital Group · Mutual fund | $10K | 0.1% |
| American Funds Target Date Capital Group · Separate account Target-date, 1 vintage | $7K | 0.1% |
| Columbia Overseas Value Fund Ameriprise (Columbia Threadneedle) · Mutual fund | $7K | 0.1% |
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 70,940 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.