Filings through .
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| Provider | Service type | Compensation |
|---|---|---|
Service code 15 · EIN 01-0233346 | Recordkeeping | $5,588 |
9 funds of $250K or more; 20 lines in all, holding $7.6M of the plan's $7.7M. From the 2025 filing. Recordkeeper: John Hancock (Manulife).
Target-date series: John Hancock Lifetime Blend, collective trust, 49% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| John Hancock Lifetime Blend Manager not matched · Collective trust Target-date, 9 vintages | $3.7M | 49.0% |
| 500 Index Fund Manager not matched · Separate account Index | $1.3M | 17.8% |
| John Hancock U.S. Growth Fund John Hancock (Manulife) · Separate account Recordkeeper's own fund | $1.2M | 15.7% |
| JH Multimanager Moderate LS Manager not matched · Separate account | $675K | 8.9% |
| JH Multimanager Aggressive LS Manager not matched · Separate account | $162K | 2.1% |
| Vanguard Value Index Fund Vanguard · Separate account Index | $135K | 1.8% |
| JPMorgan U.S. Equity Fund JPMorgan · Separate account | $84K | 1.1% |
| Vanguard Mid-Cap Growth ETF Vanguard · Separate account Index | $48K | 0.6% |
| Invesco Small Cap Growth Fund Invesco · Separate account | $48K | 0.6% |
| JH Multimanager Conserv LS Manager not matched · Separate account | $45K | 0.6% |
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.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.