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| Provider | Service type | Compensation |
|---|---|---|
Service code 15 · EIN 01-0233346 P.O. BOX 600 · BUFFAO, NY 142010600 | Recordkeeping | $4,304 |
WILSHIRE ASSOCIATES INCORPORATED1+ years Filed as: WILSHIRE ASSOCIATES INC Service code 26 · EIN 95-2755361 1299 OCEAN AVENUE · SANTA MONICA, CA 90401 | Advisory (Participants) | $4,233 |
14 funds of $250K or more; 51 lines in all, holding $25.1M of the plan's $25.8M. From the 2025 filing. Recordkeeper: John Hancock (Manulife).
Target-date series: Nuveen Lifecycle Index, mutual fund, 74% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| Nuveen Lifecycle Index TIAA (Nuveen) · Mutual fund Target-date, 10 vintages | $18.6M | 74.1% |
| Lifestyle Blend Balanced Portfolio John Hancock (Manulife) · Mutual fund Recordkeeper's own fund | $1.6M | 6.4% |
| Lifestyle Blend Aggressive Portfolio John Hancock (Manulife) · Mutual fund Recordkeeper's own fund | $623K | 2.5% |
| Lifestyle Blend Growth Portfolio John Hancock (Manulife) · Mutual fund Recordkeeper's own fund | $565K | 2.3% |
| AB Large Cap Growth Fund Inc AllianceBernstein · Mutual fund | $396K | 1.6% |
| Nuveen Large Cap Growth Index Fund TIAA (Nuveen) · Mutual fund Index | $381K | 1.5% |
| Putnam Large Cap Value Fund Franklin Templeton · Mutual fund | $247K | 1.0% |
| Fidelity Blue Chip Growth Fund Fidelity (FMR) · Mutual fund | $229K | 0.9% |
| T. Rowe Price Science & Technology Fund, Inc. T. Rowe Price · Mutual fund | $227K | 0.9% |
| Vanguard Morningstar Value Index Fund Vanguard · Mutual fund Index | $198K | 0.8% |
Covers 71,097 large plans that list their funds in their annual filing. Updated Nov 3, 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.