Filings through .
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| Provider | Service type | Compensation |
|---|---|---|
Filed as: JOHN HANCOCK Service code 15 · EIN 15-3008106 | Recordkeeping | $31,014 |
ARVEST WEALTH MANAGEMENT10+ years Service code 12 | Recordkeeping fees; Recordkeeping and... | $0 |
29 funds hold $76.4M of the plan's $76.4M. From the 2025 filing. Recordkeeper: John Hancock (Manulife).
Target-date series: Vanguard Target Retirement, mutual fund, 73% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| Vanguard Target Retirement Vanguard · Mutual fund Target-date, 12 vintages | $55.8M | 73.1% |
| Vanguard 500 Index Fund Admiral Shares Vanguard · Mutual fund Index | $5.4M | 7.0% |
| Putnam Stable Value Fund Franklin Templeton · Insurance contract | $2.9M | 3.8% |
| MFS Mass Inv Growth Stock MFS (Sun Life) · Mutual fund | $2.1M | 2.7% |
| Vanguard Mid-Cap Index Fund Admiral Shares Vanguard · Mutual fund Index | $1.1M | 1.5% |
| Vanguard Total Int Index Adm Vanguard · Mutual fund Index | $1.1M | 1.4% |
| Vanguard Small-Cap Index Fund Investor Shares Vanguard · Mutual fund Index | $1.0M | 1.4% |
| Fidelity Large Cap Growth Index Fund Fidelity (FMR) · Mutual fund Index | $1.0M | 1.3% |
| Fidelity Inflation-Protected Bond Index Fund Fidelity (FMR) · Mutual fund Index | $609K | 0.8% |
| American New World Fund Capital Group · Mutual fund | $608K | 0.8% |
Added 4 funds, dropped 1 fund. Moved 1 fund from mutual fund to collective trust. Changed share class on 1 fund.
| Fund | Year-end value |
|---|---|
| Share class changeMFS Mass Investor Growth Stock R6 to MFS Mass Inv Growth Stock | $1.8M to $2.1M |
| Mutual fund to collective trustJanus Henderson Enterprise Fund Class I to Janus Enterprise Collective II | $634K to $434K |
| AddedFederated Institutional High Yield Bond | $500K |
Stable value and insurance contract lines, renames and class changes are not counted. Left out here: 2 renames.
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 71,410 large plans that list their funds in their annual filing. Updated Nov 6, 2026. Shares describe these plans, not the whole market.
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
The auditor signed off without reservation. This is the cleanest opinion.