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| Provider | Service type | Compensation |
|---|---|---|
Service code 27 200 5TH AVENUE, SUITE 4010 · WALTHAM, MA 02451 | Advisory (Plan) | $62,207 |
Filed as: JOHN HANCOCK Service code 15 · EIN 01-0233346 | Recordkeeping | $42,400 |
Filed as: ONE DIGITAL INVESTMENTS ADVISORS Service code 27 · EIN 43-1451524 | Advisory (Plan) | $18,688 |
17 funds of $250K or more; 20 lines in all, holding $24.8M of the plan's $25.0M. From the 2025 filing. Recordkeeper: John Hancock (Manulife).
Target-date series: BlackRock LifePath Index, mutual fund, 71% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| BlackRock LifePath Index BlackRock · Mutual fund Target-date, 9 vintages | $17.5M | 70.8% |
| iShares S&P 500 Index Fund Class K Shares BlackRock · ETF Index | $3.1M | 12.6% |
| Fidelity Large Cap Growth Index Fund Fidelity (FMR) · Mutual fund Index | $1.3M | 5.2% |
| Fidelity Mid Cap Index Fund Fidelity (FMR) · Mutual fund Index | $367K | 1.5% |
| Vanguard Value Index Fund Vanguard · Mutual fund Index | $352K | 1.4% |
| Vanguard Federal Money Market Fund Investor Shares Vanguard · Money market | $290K | 1.2% |
| Calvert International Equity I Fund Morgan Stanley · Mutual fund | $280K | 1.1% |
| Fidelity Small Cap Index Fund Fidelity (FMR) · Mutual fund Index | $271K | 1.1% |
| Fidelity Advisor Total Bond Z Fund Fidelity (FMR) · Mutual fund | $270K | 1.1% |
| NEW Perspective Fund Class R-6 Capital Group · Mutual fund | $213K | 0.9% |
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 60,908 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.)
The auditor signed off without reservation. This is the cleanest opinion.