Filings through .
1 of 17 flags tripped on the 2024 filing.
Low assets / participant
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
This section compares the plan with plans of the same size, type and industry, and shows how it moved year over year.
We rank each metric against plans of the same size, type and industry.
Peer percentiles for 6 metrics are on Pro. Pro is free for 7 days and then costs $49 a month.
Fewer than 3 years of filings on record. Charts show once 3 consecutive filings are on file.
$10K in admin expenses, $69 per participant (all participants, line 6f).
This section lists the funds on the plan's investment schedule and what changed since the prior filing.
18 funds hold $359K of the plan's $360K. Recordkeeper: not identified.
Target-date series: John Hancock Lifetime Blend, collective trust, 90% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| John Hancock Lifetime Blend Manager not matched · Collective trust Target-date, 9 vintages | $322K | 89.7% |
| AB Large Cap Growth Fund Inc AllianceBernstein · Separate account | $9K | 2.5% |
| MFS Mid Cap Growth Fund MFS (Sun Life) · Separate account | $7K | 1.9% |
| John Hancock 500 Index Fund John Hancock (Manulife) · Separate account Index | $6K | 1.7% |
| John Hancock International Equity Index Fund John Hancock (Manulife) · Separate account Index | $5K | 1.3% |
| John Hancock Disciplined Value Mid Cap Fund John Hancock (Manulife) · Separate account | $4K | 1.1% |
| T. Rowe Price Integrated U.S. Small-Cap Growth Equity Fund T. Rowe Price · Mutual fund | $3K | 0.8% |
| American Funds EuroPac Growth Capital Group · Separate account | $657 | 0.2% |
| New World Fund Inc Capital Group · Separate account | $496 | 0.1% |
| John Hancock Stable Value Fund John Hancock (Manulife) · Stable value Stable value | $418 | 0.1% |
| Fund | Manager | Vehicle | Dollars | % of funds |
|---|---|---|---|---|
| Name available on Pro | Dollar amount available on Pro | Percentage available on Pro | ||
| Name available on Pro | Dollar amount available on Pro | Percentage available on Pro | ||
| Name available on Pro | Dollar amount available on Pro | Percentage available on Pro |
8 more funds in this lineup: name, manager, vehicle, dollars and share are on Pro.
8 more lines in this lineup are on Pro. Pro is free for 7 days and then costs $49 a month.
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.
This section shows who is paid to serve the plan, who audits it and who signs the filing.
This plan did not file a Schedule C with its most recent Form 5500, so no paid service providers are listed.
The auditor signed off without reservation. This is the cleanest opinion.
Plan features from the filing, actuarial disclosures and related pages.
9 feature codes on the 2024 filing.
2 contacts
1 filing