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| Provider | Service type | Compensation |
|---|---|---|
Service code 15 · EIN 01-0233346 | Recordkeeping | $2,429 |
Filed as: WILSHIRE ASSOCIATES INC. Service code 26 · EIN 95-2755361 | Advisory (Participants) | $1,040 |
8 funds of $250K or more; 25 lines in all, holding $4.8M of the plan's $5.1M. From the 2025 filing. Recordkeeper: John Hancock (Manulife).
Target-date series: Nuveen Lifecycle Index, other, 47% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| Nuveen Lifecycle Index TIAA (Nuveen) · Insurance contract Target-date, 9 vintages | $2.3M | 47.5% |
| John Hancock 500 Index Fund John Hancock (Manulife) · Insurance contract IndexRecordkeeper's own fund | $796K | 16.6% |
| JPMorgan Large Cap Growth JPMorgan · Insurance contract | $363K | 7.6% |
| American Funds New World Fund Capital Group · Insurance contract | $194K | 4.1% |
| MFS International Diversification Fund MFS (Sun Life) · Insurance contract | $173K | 3.6% |
| Oppenheimer Discovery Mid Cap Growth N/R Invesco · Insurance contract | $151K | 3.2% |
| Vanguard Balanced Index Fund Vanguard · Insurance contract Index | $149K | 3.1% |
| John Hancock Small Cap Core John Hancock (Manulife) · Insurance contract Recordkeeper's own fund | $126K | 2.6% |
| American Funds Bond Fund of America Fund Capital Group · Insurance contract | $93K | 1.9% |
| ClearBridge Small-Cap Growth Fund Franklin Templeton · Insurance contract | $91K | 1.9% |
No lineup changes between the 2024 and 2025 filings.
Stable value and insurance contract lines, renames and class changes are not counted.
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.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Plan reported corrective distributions (failed ADP/ACP testing).
Plan appears closed to new enrollment or frozen - balance-holders far exceed active participants, or the plan reports active distributions with no inflows. Exclude from peer benchmarks.
The auditor signed off without reservation. This is the cleanest opinion.