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| Provider | Service type | Compensation |
|---|---|---|
Filed as: JOHN HANCOCK USA Service code 15 · EIN 01-0233346 | Recordkeeping | $6,018 |
25 funds of $250K or more; 29 lines in all, holding $25.4M of the plan's $25.3M. From the 2025 filing. Recordkeeper: John Hancock (Manulife).
Target-date series: John Hancock Lifetime Blend, other, 52% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| John Hancock Lifetime Blend John Hancock (Manulife) · Insurance contract Target-date, 12 vintagesRecordkeeper's own fund | $13.2M | 52.0% |
| John Hancock 500 Index Fund John Hancock (Manulife) · Insurance contract IndexRecordkeeper's own fund | $2.1M | 8.4% |
| John Hancock Total Stock Market Index Fund John Hancock (Manulife) · Insurance contract IndexRecordkeeper's own fund | $1.6M | 6.4% |
| T. Rowe Price Science & Technology Fund, Inc. T. Rowe Price · Insurance contract | $956K | 3.8% |
| John Hancock JH Multimanager Aggressive LS John Hancock (Manulife) · Insurance contract Recordkeeper's own fund | $759K | 3.0% |
| American Funds Growth Fund of America Capital Group · Insurance contract | $635K | 2.5% |
| John Hancock Total Bond Market Fund John Hancock (Manulife) · Insurance contract IndexRecordkeeper's own fund | $625K | 2.5% |
| John Hancock Noninterest-bearing cash John Hancock (Manulife) · Insurance contract Recordkeeper's own fund | $602K | 2.4% |
| JPMorgan U.S. Equity Fund JPMorgan · Insurance contract | $598K | 2.4% |
| John Hancock International Equity Index Fund John Hancock (Manulife) · Insurance contract IndexRecordkeeper's own fund | $548K | 2.2% |
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.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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.