Filings through .
1 of 17 flags tripped on the 2025 filing.
High fees
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
This section compares the plan with plans of the same size, type and industry, and shows how it moved year over year.
We rank each metric against plans of the same size, type and industry.
Peer percentiles for 6 metrics are on Pro. Pro is free for 7 days and then costs $49 a month.
Showing the 2025 filing, 1 of 10 years on record. Charts need 3 years.
Older filings: assets, participants, contributions and return for each year are on Pro.
9 more years of history are on Pro. Pro is free for 7 days and then costs $49 a month.
$63K in admin expenses, $316 per participant (all participants, line 6f).
This section lists the funds on the plan's investment schedule and what changed since the prior filing.
4 funds of $250K or more; 23 lines in all, holding $6.2M of the plan's $6.4M. Recordkeeper: John Hancock (Manulife).
Target-date series: John Hancock Lifetime Blend, collective trust, 17% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| John Hancock Multimanager Balanced Lifestyle John Hancock (Manulife) · Separate account Recordkeeper's own fund | $2.7M | 44.2% |
| John Hancock Lifetime Blend John Hancock (Manulife) · Collective trust Target-date, 8 vintagesRecordkeeper's own fund | $1.1M | 17.1% |
| Vanguard Growth Index Fund Vanguard · Mutual fund Index | $460K | 7.4% |
| John Hancock 500 Index Fund John Hancock (Manulife) · Separate account IndexRecordkeeper's own fund | $319K | 5.1% |
| John Hancock Variable Insurance Trust John Hancock (Manulife) · Separate account Recordkeeper's own fund | $295K | 4.8% |
| American Funds Target Date Capital Group · Mutual fund Target-date, 10 vintages | $290K | 4.7% |
| Capital Group Capital Group · Mutual fund | $212K | 3.4% |
| Blue Chip Growth Fund John Hancock (Manulife) · Mutual fund Recordkeeper's own fund | $188K | 3.0% |
| Vanguard Value Index Fund Vanguard · Mutual fund Index | $152K | 2.4% |
| John Hancock Multimanager Conservative Lifestyle Portfolio John Hancock (Manulife) · Separate account Recordkeeper's own fund | $83K | 1.3% |
| Fund | Manager | Vehicle | Dollars | % of funds |
|---|---|---|---|---|
| Name available on Pro | Dollar amount available on Pro | Percentage available on Pro | ||
| Name available on Pro | Dollar amount available on Pro | Percentage available on Pro | ||
| Name available on Pro | Dollar amount available on Pro | Percentage available on Pro |
13 more funds in this lineup: name, manager, vehicle, dollars and share are on Pro.
Added 1 fund. Changed vehicle on 2 funds.
| Fund | Year-end value |
|---|---|
| Other vehicle moveMultimanager Lifestyle Balanced Portfolio to John Hancock Multimanager Balanced Lifestylemutual fund to separate account | $2.5M to $2.7M |
| Other vehicle moveS&P 500 Index to John Hancock 500 Index Fundcollective trust to separate account | $443K to $319K |
| AddedJohn Hancock Variable Insurance Trust | $295K |
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. They do not show money moved.
13 more lines in this lineup are on Pro. Pro is free for 7 days and then costs $49 a month.
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.
This section shows who is paid to serve the plan, who audits it and who signs the filing.
Top 1 by compensation.
| Provider | Compensation |
|---|---|
Filed as: JOHN HANCOCK USA Service code 15 · EIN 01-0233346 P.O. BOX 600 · BUFFALO, NY 14302 Recordkeeping | $6,553 |
The auditor signed off without reservation. This is the cleanest opinion.
Plan features from the filing, actuarial disclosures and related pages.
8 feature codes on the 2025 filing.
Filed April 4, 2018.
3 contacts
10 filings · 2016 to 2025