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| Provider | Service type | Compensation |
|---|---|---|
Filed as: JOHN HANCOCK NEW YORK Service code 15 · EIN 13-3646501 P.O. BOX 600 · BUFFALO, NM 142010600 | Recordkeeping | $3,598 |
Filed as: ONEDIGITAL INVESTMENT ADVISORS Service code 26 · EIN 43-1451524 11101 SWITZER RD. · OVERLAND PARK, KS 66210 | Advisory (Participants) | $0 |
9 funds of $250K or more; 12 lines in all, holding $9.2M of the plan's $9.6M. From the 2024 filing. Recordkeeper: John Hancock (Manulife).
Target-date series: John Hancock Lifetime Blend, collective trust, 85% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| John Hancock Lifetime Blend John Hancock (Manulife) · Collective trust Target-date, 11 vintagesRecordkeeper's own fund | $7.8M | 84.7% |
| Vanguard Growth Index Fund Vanguard · Mutual fund Index | $386K | 4.2% |
| John Hancock 500 Index Fund John Hancock (Manulife) · Mutual fund IndexRecordkeeper's own fund | $336K | 3.7% |
| Vanguard Value Index Fund Vanguard · Mutual fund Index | $215K | 2.3% |
| Vanguard Mid-Cap Growth ETF Vanguard · Separate account Index | $132K | 1.4% |
| John Hancock Mid Cap Index Fund John Hancock (Manulife) · Mutual fund IndexRecordkeeper's own fund | $128K | 1.4% |
| John Hancock Stable Value Fund John Hancock (Manulife) · Stable value Stable valueRecordkeeper's own fund | $65K | 0.7% |
| New Perspective Fund Capital Group · Mutual fund | $61K | 0.7% |
| Vanguard Small-Cap Value Index Fund Vanguard · Mutual fund Index | $48K | 0.5% |
| Vanguard Small-Cap Growth Index Fund Vanguard · Mutual fund Index | $29K | 0.3% |
Covers 61,314 large plans that list their funds in their annual filing. Updated Nov 2, 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.