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| Provider | Service type | Compensation |
|---|---|---|
Filed as: JOHN HANCOCK Service code 15 · EIN 01-0233346 | Recordkeeping | $13,392 |
4 funds of $250K or more; 13 lines in all, holding $2.3M of the plan's $2.4M. From the 2024 filing. Recordkeeper: John Hancock (Manulife).
Target-date series: American Funds Target Date, mutual fund, 90% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| American Funds Target Date Capital Group · Mutual fund Target-date, 9 vintages | $2.1M | 89.9% |
| Fidelity 500 Index Fund Fidelity (FMR) · Mutual fund Index | $93K | 4.0% |
| MES Mass Investor Grw Stock R6 @) Manager not matched · Mutual fund | $51K | 2.2% |
| JPMorgan Mid Cap Growth Fund Class R6 JPMorgan · Mutual fund | $36K | 1.6% |
| AB SC Growth Portfolio Z AllianceBernstein · Mutual fund | $25K | 1.1% |
| Vanguard Total Int Index Adm Vanguard · Mutual fund Index | $11K | 0.5% |
| Vanguard Equity Income Fund Admiral Shares Vanguard · Mutual fund | $9K | 0.4% |
| Goldman GQG Prtnr Intl Opp R6 Goldman Sachs · Mutual fund | $4K | 0.2% |
| Allspring SPE MD CP VAL R6 Allspring · Mutual fund | $3K | 0.1% |
| Fidelity Mid Cap Index Fund Fidelity (FMR) · Mutual fund Index | $1K | <0.1% |
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.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
The auditor signed off without reservation. This is the cleanest opinion.