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| Provider | Service type | Compensation |
|---|---|---|
Filed as: JOHN HANCOCK Service code 15 · EIN 01-0233346 | Recordkeeping | $50,231 |
ALLIANT INSURANCE SERVICES, INC.1+ years Filed as: ALLIANT RETIREMENT CONSULTING Service code 27 · EIN 33-0785439 | Advisory (Plan) | $39,400 |
THE MANDMARBLESTONE GROUP LLC1+ years Filed as: MANDMARBLESTONE GROUP LLC Service code 15 · EIN 20-4780677 | Recordkeeping | $16,580 |
19 funds of $250K or more; 18 lines in all, holding $37.6M of the plan's $38.4M. From the 2025 filing. Recordkeeper: John Hancock (Manulife).
Target-date series: John Hancock Lifetime Blend, collective trust, 68% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| John Hancock Lifetime Blend John Hancock (Manulife) · Collective trust Target-date, 10 vintagesRecordkeeper's own fund | $25.5M | 67.9% |
| Fidelity 500 Index Fund Fidelity (FMR) · Mutual fund Index | $6.0M | 15.8% |
| Fidelity U.S. Bond Index Fund Fidelity (FMR) · Mutual fund Index | $1.3M | 3.4% |
| Large Cap Growth Fund II Manager not matched · Mutual fund | $1.2M | 3.1% |
| Fidelity Mid Cap Index Fund Fidelity (FMR) · Mutual fund Index | $995K | 2.6% |
| Wilmington Large Cap Value Fund Manager not matched · Mutual fund | $817K | 2.2% |
| Fidelity International Index Fund Fidelity (FMR) · Mutual fund Index | $439K | 1.2% |
| Fidelity Real Estate Index Fund Fidelity (FMR) · Mutual fund Index | $378K | 1.0% |
| John Hancock Bond Fund John Hancock (Manulife) · Mutual fund Recordkeeper's own fund | $355K | 0.9% |
| PIMCO Stable Income Fund PIMCO (Allianz) · Stable value Stable value | $310K | 0.8% |
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.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.