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| Provider | Service type | Compensation |
|---|---|---|
Filed as: JOHN HANCOCK RETIREMENT PLAN SVCS Service code 15 · EIN 01-0233346 | Recordkeeping | $73,974 |
CETERA FINANCIAL GROUP1+ years Filed as: CETERA ADVISOR NETWORKS, LLC Service code 28 2301 ROSECRANS AVE. · EL SEGUNDO, CA 90245 | Investment Management | $28,503 |
24 funds of $250K or more; 23 lines in all, holding $27.1M of the plan's $28.3M. From the 2025 filing. Recordkeeper: John Hancock (Manulife).
Target-date series: American Funds Target Date, mutual fund, 48% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| American Funds Target Date Capital Group · Mutual fund Target-date, 9 vintages | $12.9M | 47.7% |
| Janus Henderson Janus Henderson · Mutual fund | $3.3M | 12.2% |
| Fidelity 500 Index Fund Fidelity (FMR) · Mutual fund Index | $3.0M | 11.1% |
| AB Large Cap Growth Z AllianceBernstein · Other | $1.1M | 4.2% |
| Vanguard Total Int Index Adm Vanguard · Mutual fund Index | $1.1M | 4.1% |
| Mid Cap Growth R6 Manager not matched · Mutual fund | $752K | 2.8% |
| Royce SC Opport Fund Inst Cl Franklin Templeton · Mutual fund | $635K | 2.3% |
| DFA Global Equity Prt Inst Dimensional · Mutual fund | $602K | 2.2% |
| Putnam SC Growth R6 Franklin Templeton · Mutual fund | $544K | 2.0% |
| BlackRock MC Gth Eqty Prt K BlackRock · Mutual fund | $488K | 1.8% |
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.