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| Provider | Service type | Compensation |
|---|---|---|
PLANTE & MORAN, PLLC1+ years Service code 10 · EIN 38-1357951 | Accounting | $16,500 |
Filed as: JOHN HANCOCK Service code 15 · EIN 01-0233346 | Recordkeeping | $12,562 |
16 funds of $250K or more; 20 lines in all, holding $15.9M of the plan's $16.8M. From the 2025 filing. Recordkeeper: John Hancock (Manulife).
Target-date series: American Funds Target Date, mutual fund, 42% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| American Funds Target Date Capital Group · Mutual fund Target-date, 10 vintages | $6.7M | 42.4% |
| Vanguard 500 Index Fund Admiral Shares Vanguard · Mutual fund Index | $2.2M | 14.1% |
| Growth Fund OF America Capital Group · Mutual fund | $1.4M | 9.1% |
| John Hancock Stable Value Guaranteed Income Fund John Hancock (Manulife) · Insurance contract Recordkeeper's own fund | $1.3M | 8.4% |
| Vanguard Balanced Index Fund Admiral Shares Vanguard · Mutual fund Index | $877K | 5.5% |
| Neuberger Mid Cap Growth Fund Neuberger Berman · Mutual fund | $614K | 3.9% |
| Investment CO OF America Capital Group · Mutual fund | $531K | 3.3% |
| Mid Cap Value Fund American Century · Mutual fund | $471K | 3.0% |
| Vanguard Small-Cap Value Index Fund Admiral Shares Vanguard · Mutual fund Index | $292K | 1.8% |
| PIMCO High Yield Fund PIMCO (Allianz) · Mutual fund | $261K | 1.6% |
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.
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.