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| Provider | Service type | Compensation |
|---|---|---|
Service code 15 · EIN 01-0233346 | Recordkeeping | $1,498 |
5 funds of $250K or more; 8 lines in all, holding $3.1M of the plan's $3.2M. From the 2025 filing. Recordkeeper: John Hancock (Manulife).
Target-date series: American Funds Target Date, mutual fund, 70% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| American Funds Target Date Capital Group · Mutual fund Target-date, 9 vintages | $2.2M | 69.7% |
| John Hancock Lifestyle Blend Balanced John Hancock (Manulife) · Collective trust Recordkeeper's own fund | $351K | 11.3% |
| John Hancock Lifestyle Blend Agg Trust John Hancock (Manulife) · Collective trust Recordkeeper's own fund | $345K | 11.1% |
| John Hancock Lifestyle Blend Grw Trust John Hancock (Manulife) · Collective trust Recordkeeper's own fund | $175K | 5.6% |
| John Hancock Lifestyle Blend Moderate CIT John Hancock (Manulife) · Collective trust Recordkeeper's own fund | $56K | 1.8% |
| John Hancock 500 Index Fund John Hancock (Manulife) · Mutual fund IndexRecordkeeper's own fund | $10K | 0.3% |
| John Hancock Lifestyle Blend Conservative John Hancock (Manulife) · Collective trust Recordkeeper's own fund | $6K | 0.2% |
| U.S. Small Cap Portfolio Dimensional · Mutual fund | $811 | <0.1% |
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.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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.