Filings through .
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| Provider | Service type | Compensation |
|---|---|---|
Filed as: SEQUOIA FINANCIAL GROUP, LLC. Service code 26 · EIN 34-1913858 | Advisory (Participants) | $28,220 |
Service code 15 · EIN 01-0233346 | Recordkeeping | $3,354 |
Filed as: WILSHIRE ADVISORS LLC Service code 26 · EIN 95-2755361 | Advisory (Participants) | $2,822 |
10 funds of $250K or more; 17 lines in all, holding $15.9M of the plan's $16.1M. From the 2025 filing. Recordkeeper: John Hancock (Manulife).
Target-date series: Vanguard Target Retirement, mutual fund, 85% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| Vanguard Target Retirement Vanguard · Mutual fund Target-date, 11 vintages | $13.4M | 84.8% |
| John Hancock 500 Index Fund John Hancock (Manulife) · Mutual fund IndexPossible retail class ARecordkeeper's own fund | $820K | 5.2% |
| Vanguard Total Bond Market Index Vanguard · Mutual fund IndexPossible retail class A | $220K | 1.4% |
| Vanguard Total Intl Stock Index FD Mutual fund Vanguard · Mutual fund IndexPossible retail class A | $191K | 1.2% |
| John Hancock DFA US Targeted Value Fund Dimensional · Mutual fund Possible retail class A | $180K | 1.1% |
| John Hancock Vanguard Equity-Income Fund Vanguard · Mutual fund Possible retail class A | $176K | 1.1% |
| Par, or Maturity Value Cost Value Pooled Separate Accounts Joh Manager not matched · Separate account | $135K | 0.9% |
| John Hancock Harbor Capital Appreciation Harbor Capital · Mutual fund Possible retail class A | $132K | 0.8% |
| John Hancock Vanguard Mid-Cap Value ETF Vanguard · ETF | $103K | 0.6% |
| Nuveen Large Cap Responsible Equity Fund Class A TIAA (Nuveen) · Mutual fund Possible retail class A | $98K | 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.
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.