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| Provider | Service type | Compensation |
|---|---|---|
Service code 15 · EIN 01-0233346 | Recordkeeping | $2,040 |
5 funds of $250K or more; 33 lines in all, holding $7.3M of the plan's $7.6M. From the 2025 filing. Recordkeeper: John Hancock (Manulife).
| Fund | Dollars | % of funds% |
|---|---|---|
| Exhibit A - Schedule of Assets (Held at of Year) Mutual Funds John Hancock Life Insurance Company John Hancock (Manulife) · Insurance contract Recordkeeper's own fund | $2.3M | 31.0% |
| John Hancock JH Multimanager Balanced LS John Hancock (Manulife) · Insurance contract Recordkeeper's own fund | $1.9M | 25.7% |
| John Hancock JH Multimanager Aggressive LS John Hancock (Manulife) · Insurance contract Recordkeeper's own fund | $805K | 11.0% |
| Science & Technology Fund John Hancock (Manulife) · Insurance contract Recordkeeper's own fund | $463K | 6.3% |
| John Hancock Life Insurance Company John Hancock (Manulife) · Insurance contract Recordkeeper's own fund | $380K | 5.2% |
| T. Rowe Price Sci & Tech T. Rowe Price · Insurance contract | $189K | 2.6% |
| John Hancock Disciplined Value John Hancock (Manulife) · Insurance contract Recordkeeper's own fund | $177K | 2.4% |
| American Funds 2065 TD Capital Group · Insurance contract | $164K | 2.2% |
| John Hancock AF American Balanced Fund Capital Group · Insurance contract | $164K | 2.2% |
| JH Disciplined Value Mid Cap John Hancock (Manulife) · Insurance contract Recordkeeper's own fund | $124K | 1.7% |
Dropped 4 funds.
| Fund | Year-end value |
|---|---|
| DroppedPooled Separate Accounts JH Multimanager Growth LS | $1.9M |
| DroppedJH Multimanager Balanced LS | $1.6M |
| DroppedJH Multimanager Aggressive LS | $597K |
Stable value and insurance contract lines, renames and class changes are not counted. Left out here: 2 stable value or insurance lines.
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.
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.