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| Provider | Service type | Compensation |
|---|---|---|
Filed as: RAYMOND JAMES & ASSOCIATES Service code 26 · EIN 59-1237041 | Advisory (Participants) | $98,828 |
Filed as: JOHN HANCOCK USA Service code 15 · EIN 01-0233346 | Recordkeeping | $3,516 |
31 funds of $250K or more; 56 lines in all, holding $35.1M of the plan's $35.7M. From the 2025 filing. Recordkeeper: John Hancock (Manulife).
| Fund | Dollars | % of funds% |
|---|---|---|
| American Funds 2030 TD Capital Group · Insurance contract | $2.8M | 7.9% |
| American Funds Growth Fund of America Capital Group · Insurance contract | $2.7M | 7.7% |
| Lifestyle Growth G.I.F.L. John Hancock (Manulife) · Insurance contract Recordkeeper's own fund | $2.7M | 7.6% |
| JH Multimanager Aggressive LS John Hancock (Manulife) · Insurance contract Recordkeeper's own fund | $2.3M | 6.5% |
| American Funds 2035 TD Capital Group · Insurance contract | $2.2M | 6.2% |
| John Hancock JH Multimanager Growth LS John Hancock (Manulife) · Insurance contract Recordkeeper's own fund | $1.9M | 5.5% |
| Vanguard Growth Index Fund Vanguard · Insurance contract Index | $1.7M | 4.9% |
| John Hancock 500 Index Fund John Hancock (Manulife) · Insurance contract IndexRecordkeeper's own fund | $1.6M | 4.5% |
| American Funds 2045 TD Capital Group · Insurance contract | $1.5M | 4.2% |
| American Funds 2050 TD Capital Group · Insurance contract | $1.2M | 3.3% |
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.
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.