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| Provider | Service type | Compensation |
|---|---|---|
Service code 15 · EIN 01-0233346 P.O. BOX 600 · BUFFALO, NY 142010600 | Recordkeeping | $2,070 |
4 funds of $250K or more; 8 lines in all, holding $3.0M of the plan's $3.1M. From the 2025 filing. Recordkeeper: John Hancock (Manulife).
Target-date series: BlackRock LifePath Index, mutual fund, 51% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| BlackRock LifePath Index BlackRock · Mutual fund Target-date, 8 vintages | $1.6M | 51.1% |
| Name of Plan: ► FOR ANY Auto 401(K) Profit Sharing Plan AND Trust 2 John Hancock Life Ins Co BlackRock · Collective trust | $1.0M | 33.2% |
| JH Lifestyle Blend Balanced John Hancock (Manulife) · Mutual fund Recordkeeper's own fund | $334K | 11.0% |
| John Hancock 500 Index Fund John Hancock (Manulife) · Mutual fund IndexRecordkeeper's own fund | $94K | 3.1% |
| John Hancock Life Ins. Co. American Century · Mutual fund | $20K | 0.6% |
| Lifestyle Blend Growth Portfolio John Hancock (Manulife) · Mutual fund Recordkeeper's own fund | $16K | 0.5% |
| Growth Fund OF America Capital Group · Mutual fund | $11K | 0.4% |
| John Hancock Life Ins. Co. Capital Group · Mutual fund | $2K | <0.1% |
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.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
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.