Filings through .
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| Provider | Service type | Compensation |
|---|---|---|
Service code 26 · EIN 92-1016561 5619 R STREET · LITTLE ROCK, AR 72207 | Advisory (Participants) | $13,750 |
Service code 15 · EIN 01-0233346 P.O. BOX 660 · BUFFALO, NY 142010600 | Recordkeeping | $700 |
4 funds of $250K or more; 8 lines in all, holding $3.4M of the plan's $3.4M. From the 2025 filing. Recordkeeper: John Hancock (Manulife).
Target-date series: American Funds Target Date, mutual fund, 68% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| American Funds Target Date Capital Group · Mutual fund Target-date, 11 vintages | $2.3M | 68.4% |
| Lifestyle Growth John Hancock (Manulife) · Insurance contract Recordkeeper's own fund | $676K | 19.9% |
| John Hancock Lifestyle Fund - Balanced Portfolio John Hancock (Manulife) · Insurance contract Recordkeeper's own fund | $214K | 6.3% |
| John Hancock Lifestyle Moderate John Hancock (Manulife) · Insurance contract Recordkeeper's own fund | $75K | 2.2% |
| John Hancock Lifestyle Aggressive John Hancock (Manulife) · Insurance contract Recordkeeper's own fund | $70K | 2.1% |
| John Hancock Lifestyle Conservative John Hancock (Manulife) · Insurance contract Recordkeeper's own fund | $23K | 0.7% |
| Stable Value Guaranteed Income Fund with interest at at December 31, 2025 Manager not matched · Insurance contract | $12K | 0.4% |
| American Funds Target Date Capital Group · Separate account Target-date, 1 vintage | $4K | 0.1% |
Dropped 1 fund.
| Fund | Year-end value |
|---|---|
| DroppedMoney Market Fund Goldman Sachs | $4.0M |
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.
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.