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8 funds of $250K or more; 15 lines in all, holding $7.1M of the plan's $8.3M. From the 2024 filing. Recordkeeper: Newport Group.
| Fund | Dollars | % of funds% |
|---|---|---|
| John Hancock LT Bl 2035 Trust R4 John Hancock (Manulife) · Collective trust | $1.5M | 20.5% |
| John Hancock LT Bl 2025 Trust R4 John Hancock (Manulife) · Collective trust | $1.4M | 19.0% |
| John Hancock LT Bl 2045 Trust R6 John Hancock (Manulife) · Collective trust | $1.1M | 14.9% |
| John Hancock LT Bl 2055 Trust R8 John Hancock (Manulife) · Collective trust | $724K | 10.1% |
| John Hancock LT Bl 2040 Trust R5 John Hancock (Manulife) · Collective trust | $613K | 8.6% |
| Vanguard LC Index Admiral Vanguard · Mutual fund Index | $578K | 8.1% |
| John Hancock LT Bl 2030 Trust R4 John Hancock (Manulife) · Collective trust | $548K | 7.7% |
| John Hancock LT Bl 2050 Trust R7 John Hancock (Manulife) · Collective trust | $435K | 6.1% |
| John Hancock LT Bl 2060 Trust R8 John Hancock (Manulife) · Collective trust | $130K | 1.8% |
| John Hancock LT Bl 2020 Trust R4 John Hancock (Manulife) · Collective trust | $115K | 1.6% |
Covers 61,314 large plans that list their funds in their annual filing. Updated Nov 2, 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.)
Annual investment return is in the bottom quintile of the peer cohort.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.