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| Provider | Service type | Compensation |
|---|---|---|
Filed as: JOHN HANCOCK USA Service code 15 · EIN 01-0233346 | Recordkeeping | $16,343 |
Filed as: VOYA RETIREMENT INSURANCE & ANNUITY Service code 27 · EIN 71-0294708 | Advisory (Plan) | $76 |
3 funds of $250K or more; 6 lines in all, holding $5.7M of the plan's $6.8M. From the 2025 filing. Recordkeeper: John Hancock (Manulife).
| Fund | Dollars | % of funds% |
|---|---|---|
| MyCompass Ind Mod 2045 Fd R Manager not matched · Collective trust | $2.7M | 47.2% |
| MyCompass Ind Mod 2055 Fd R Manager not matched · Collective trust | $2.1M | 36.4% |
| MyCompass Ind Mod Ret Fd R Manager not matched · Collective trust | $796K | 13.9% |
| MyCompass Ind Mod 2065 Fd R Manager not matched · Collective trust | $121K | 2.1% |
| Voya Gv Mny Mkt F A (Hld Acct) Voya · Money market | $17K | 0.3% |
| Attachment to 2025 Form Manager not matched · Other | $6K | <0.1% |
Added 3 funds, dropped 2 funds.
| Fund | Year-end value |
|---|---|
| DroppedVanguard Target Retirement 2055 Fund Investor Shares | $2.8M |
| AddedMyCompass Ind Mod 2045 Fd R | $2.7M |
| AddedMyCompass Ind Mod 2055 Fd R | $2.1M |
Stable value and insurance contract lines, renames and class changes are not counted. Left out here: 1 stable value or insurance line.
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.
The auditor signed off without reservation. This is the cleanest opinion.