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| Provider | Service type | Compensation |
|---|---|---|
Service code 15 · EIN 01-0233346 | Recordkeeping | $42,057 |
Service code 64 · EIN 04-2647786 | Recordkeeping Fees | $1,450 |
10 funds of $250K or more; 26 lines in all, holding $7.0M of the plan's $7.3M. From the 2024 filing. Recordkeeper: John Hancock (Manulife).
Target-date series: American Funds Target Date, mutual fund, 67% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| American Funds Target Date Capital Group · Mutual fund Target-date, 10 vintages | $4.7M | 66.7% |
| Fidelity 500 Index Fund Fidelity (FMR) · Mutual fund Index | $1.1M | 15.5% |
| Pioneer Large Cap Growth Fund Victory Capital · Mutual fund | $255K | 3.7% |
| American Funds American Balanced Fund Capital Group · Mutual fund | $121K | 1.7% |
| Columbia Seligman Technology and Information I3 Fund Ameriprise (Columbia Threadneedle) · Mutual fund | $120K | 1.7% |
| John Hancock Stable Value Fund John Hancock (Manulife) · Stable value Stable valueRecordkeeper's own fund | $115K | 1.6% |
| JPMorgan U.S. Equity Fund JPMorgan · Mutual fund | $109K | 1.6% |
| Vanguard Explorer Fund Vanguard · Mutual fund | $80K | 1.1% |
| Fidelity Total Market Index Fund Fidelity (FMR) · Mutual fund Index | $72K | 1.0% |
| John Hancock Disciplined Value Fund John Hancock (Manulife) · Mutual fund Recordkeeper's own fund | $68K | 1.0% |
Covers 60,908 large plans that list their funds in their annual filing. Updated Nov 2, 2026. Shares describe these plans, not the whole market.
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
The auditor signed off without reservation. This is the cleanest opinion.