Filings through .
Filed November 6, 2024
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| Provider | Service type | Compensation |
|---|---|---|
Filed as: JOHN HANCOCK RETIREMENT PLAN SVCS Service code 13 · EIN 01-0233346 | Contract Administrator | $48,479 |
SAGEVIEW ADVISORY GROUP, LLC2 years Filed as: SAGEVIEW ADVISORY Service code 28 · EIN 33-0818667 | Investment Management | $32,500 |
SAGEVIEW ADVISORY GROUP, LLC4 years Filed as: SAGEVIEW CONSULTING GROUP Service code 11 · EIN 27-1001403 | Actuarial | $21,000 |
10 funds hold $85.9M of the plan's $88.1M. From the 2025 filing. Recordkeeper: John Hancock (Manulife).
| Fund | Dollars | % of funds% |
|---|---|---|
| Vanguard Long-Term Investment-Grade Fund Vanguard · Mutual fund | $11.6M | 13.5% |
| Vanguard Institutional Index Fund Institutional Shares Vanguard · Mutual fund Index | $9.6M | 11.2% |
| Vanguard Total International Stock Index Fund Institutional Shares Vanguard · Mutual fund Index | $9.4M | 11.0% |
| MFS Growth Fund MFS (Sun Life) · Mutual fund | $9.1M | 10.6% |
| MFS International Growth Fund MFS (Sun Life) · Mutual fund | $9.0M | 10.5% |
| Vanguard Equity Income Fund Vanguard · Mutual fund | $9.0M | 10.5% |
| Vanguard Extended Market Index Fund Institutional Shares Vanguard · Mutual fund Index | $8.0M | 9.4% |
| Pgim Total Return Bond Fund Prudential (PGIM) · Mutual fund | $7.9M | 9.2% |
| Vanguard Long-Term Treasury Index Fund Institutional Shares Vanguard · Mutual fund Index | $7.5M | 8.7% |
| Real Estate Securities Fund Principal · Mutual fund | $4.8M | 5.6% |
Added 1 fund.
| Fund | Year-end value |
|---|---|
| AddedVanguard Total International Stock Index Fund Institutional Shares | $9.4M |
Stable value and insurance contract lines, renames and class changes are not counted. Left out here: 1 rename.
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 71,410 large plans that list their funds in their annual filing. Updated Nov 6, 2026. Shares describe these plans, not the whole market.
| Actuary | Schedule | Address, phone |
|---|---|---|
Daniel L. Homan Creative Planning Instl Consulting Schedule SB | Schedule SB | Pro |
Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
The auditor signed off without reservation. This is the cleanest opinion.