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| Provider | Service type | Compensation |
|---|---|---|
Filed as: JOHN HANCOCK LIFE INSURANCE CO. Service code 15 · EIN 01-0233346 | Recordkeeping | $834 |
11 funds of $250K or more; 18 lines in all, holding $8.3M of the plan's $8.7M. From the 2025 filing. Recordkeeper: John Hancock (Manulife).
Target-date series: BlackRock LifePath Index, mutual fund, 75% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| BlackRock LifePath Index BlackRock · Mutual fund Target-date, 8 vintages | $6.2M | 74.9% |
| S&P 500 Index Fund Manager not matched · Mutual fund Index | $679K | 8.2% |
| JPMorgan Large Cap Growth Fund JPMorgan · Mutual fund | $320K | 3.9% |
| JH Stable Value Guaranteed Income Manager not matched · Insurance contract | $299K | 3.6% |
| DFA International Value Portfolio Dimensional · Mutual fund | $136K | 1.6% |
| MFS Income Fund MFS (Sun Life) · Mutual fund | $134K | 1.6% |
| Fidelity Mid Cap Index Fund Fidelity (FMR) · Mutual fund Index | $111K | 1.3% |
| Fidelity Balanced Fund Fidelity (FMR) · Mutual fund | $76K | 0.9% |
| U.S. Targeted Value Portfolio Dimensional · Mutual fund | $69K | 0.8% |
| Dodge & Cox Stock Fund Dodge & Cox · Mutual fund | $61K | 0.7% |
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.)
The auditor signed off without reservation. This is the cleanest opinion.