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| Provider | Service type | Compensation |
|---|---|---|
CREATIVE PLANNING LLC1 year Filed as: CREATIVE PLANNING, LLC Service code 26 · EIN 84-4519624 | Advisory (Participants) | $19,496 |
Filed as: PENSION PLANNING CONSULTANTS Service code 14 6201 UPTOWN BLVD. NE · ALBUQUERQUE, NM 87110 | Plan Administrator | $16,096 |
Service code 15 · EIN 01-0233346 | Recordkeeping | $1,903 |
9 funds of $250K or more; 49 lines in all, holding $7.0M of the plan's $7.2M. From the 2024 filing. Recordkeeper: John Hancock (Manulife).
Target-date series: Vanguard Target Retirement, other, 26% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| Vanguard Target Retirement Vanguard · Separate account Target-date, 1 vintage | $1.0M | 14.8% |
| John Hancock Multimanager Growth LS John Hancock (Manulife) · Mutual fund Recordkeeper's own fund | $1.0M | 14.4% |
| Vanguard Target Retirement Vanguard · Mutual fund Target-date, 8 vintages | $806K | 11.6% |
| Multimanager Lifestyle Balanced Portfolio John Hancock (Manulife) · Mutual fund Recordkeeper's own fund | $534K | 7.7% |
| John Hancock Lifetime Blend John Hancock (Manulife) · Mutual fund Target-date, 4 vintagesRecordkeeper's own fund | $349K | 5.0% |
| John Hancock 500 Index Fund John Hancock (Manulife) · Mutual fund IndexRecordkeeper's own fund | $338K | 4.8% |
| John Hancock Multimanager Conservative LS John Hancock (Manulife) · Mutual fund Recordkeeper's own fund | $317K | 4.6% |
| John Hancock Total Stock Market Index Fund John Hancock (Manulife) · Mutual fund IndexRecordkeeper's own fund | $296K | 4.3% |
| John Hancock American Balanced Fund John Hancock (Manulife) · Mutual fund Recordkeeper's own fund | $283K | 4.1% |
| John Hancock Lifetime Blend John Hancock (Manulife) · Collective trust Target-date, 2 vintagesRecordkeeper's own fund | $250K | 3.6% |
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.
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.