Filings through .
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| Provider | Service type | Compensation |
|---|---|---|
JOHN HANCOCK LIFE INSURANCE COMPANY11+ years Filed as: JOHN HANCOCK USA Service code 15 · EIN 01-0233346 | Recordkeeping | $3,605 |
Service code 26 · EIN 45-3686413 | Advisory (Participants) | $0 |
Service code 26 · EIN 27-3849675 | Advisory (Participants) | $0 |
Filed as: WILSHIRE ASSOCIATES INC Service code 26 · EIN 95-2755361 | Advisory (Participants) | $0 |
7 funds of $250K or more; 45 lines in all, holding $26.5M of the plan's $27.1M. From the 2025 filing. Recordkeeper: John Hancock (Manulife).
| Fund | Dollars | % of funds% |
|---|---|---|
| JH Multimanager Balanced LS Manager not matched · Separate account | $15.6M | 58.9% |
| JH Multimanager Growth LS Manager not matched · Separate account | $3.8M | 14.4% |
| 500 Index Fund Manager not matched · Separate account Index | $1.6M | 5.9% |
| JH Multimanager Aggressive LS Manager not matched · Separate account | $1.2M | 4.5% |
| JH Multimanager Conserv LS Manager not matched · Separate account | $584K | 2.2% |
| Vanguard Growth Index Fund Investor Shares Vanguard · Separate account Index | $575K | 2.2% |
| Vanguard Value Index Fund Investor Shares Vanguard · Separate account Index | $291K | 1.1% |
| JH Multimanager Moderate LS Manager not matched · Separate account | $178K | 0.7% |
| Common/Collecctive Trust John Hancock Stable Value Fund John Hancock (Manulife) · Insurance contract Recordkeeper's own fund | $166K | 0.6% |
| John Hancock U.S. Growth Fund John Hancock (Manulife) · Separate account Recordkeeper's own fund | $162K | 0.6% |
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 61,314 large plans that list their funds in their annual filing. Updated Nov 2, 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.)
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.