Filings through .
Filed January 18, 2008
This is a legacy paper filing. Plan administrator and contact details are recorded in the original filing, which has not been digitised into structured fields.
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| Provider | Service type | Compensation |
|---|---|---|
Filed as: MERRILL LYNCH Service code 26 · EIN 13-5674085 | Advisory (Participants) | $18,724 |
Filed as: PENSION PLANNING CONSULTANTS Service code 14 6201 UPTOWN BLVD. NE · ALBUQUERQUE, NM 87110 | Plan Administrator | $5,450 |
Service code 15 · EIN 01-0233346 | Recordkeeping | $3,344 |
8 funds of $250K or more; 27 lines in all, holding $6.2M of the plan's $6.3M. From the 2025 filing. Recordkeeper: John Hancock (Manulife).
Target-date series: John Hancock Lifetime Blend, mutual fund, 42% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| John Hancock Lifetime Blend John Hancock (Manulife) · Mutual fund Target-date, 9 vintagesRecordkeeper's own fund | $2.3M | 38.0% |
| JH Multimanager Growth LS John Hancock (Manulife) · Mutual fund Recordkeeper's own fund | $1.0M | 16.6% |
| John Hancock JH Multimanager Balanced LS John Hancock (Manulife) · Mutual fund Recordkeeper's own fund | $434K | 7.1% |
| John Hancock 500 Index Fund John Hancock (Manulife) · Mutual fund IndexRecordkeeper's own fund | $370K | 6.0% |
| JH Multimanager Moderate LS John Hancock (Manulife) · Mutual fund Recordkeeper's own fund | $370K | 6.0% |
| John Hancock AF American Balanced Fund Capital Group · Mutual fund | $317K | 5.2% |
| John Hancock Lifetime Blend John Hancock (Manulife) · Separate account Target-date, 1 vintageRecordkeeper's own fund | $219K | 3.6% |
| Blue Chip Growth Fund John Hancock (Manulife) · Mutual fund Recordkeeper's own fund | $213K | 3.5% |
| JH Multimanager Aggressive LS John Hancock (Manulife) · Mutual fund Recordkeeper's own fund | $207K | 3.4% |
| American Funds Fundamental Inv Capital Group · Mutual fund | $147K | 2.4% |
Added 1 fund, likely replaced 1 fund.
| Fund | Year-end value |
|---|---|
| AddedJohn Hancock 500 Index Fund | $370K |
| ReplacedHighJohn Hancock American Balanced Fund to John Hancock AF American Balanced Fund | $294K to $317K |
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 71,410 large plans that list their funds in their annual filing. Updated Nov 6, 2026. Shares describe these plans, not the whole market.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
The auditor signed off without reservation. This is the cleanest opinion.