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| Provider | Service type | Compensation |
|---|---|---|
Service code 26 · EIN 47-1411118 | Advisory (Participants) | $11,524 |
LPL FINANCIAL5 years Filed as: LPL FINANCIAL LLC Service code 26 · EIN 04-3046611 | Advisory (Participants) | $7,296 |
BENEFITS2 ADMINISTRATORS LLC3 years Service code 13 · EIN 92-1664169 | Contract Administrator | $4,332 |
Filed as: JOHN HANCOCK LIFE INSURANCE CO Service code 15 · EIN 01-0233346 | Recordkeeping | $810 |
6 funds of $250K or more; 21 lines in all, holding $6.9M of the plan's $7.0M. From the 2024 filing. Recordkeeper: John Hancock (Manulife).
| Fund | Dollars | % of funds% |
|---|---|---|
| JH Multi-Index LS Growth Manager not matched · Mutual fund Index | $1.3M | 19.3% |
| JH Multi-Index LS Conservative Manager not matched · Mutual fund Index | $1.3M | 18.9% |
| JH Multi-Index LS Balanced Manager not matched · Mutual fund Index | $1.2M | 16.7% |
| JH Multi-Index LS Moderate Manager not matched · Mutual fund Index | $1.1M | 15.7% |
| JH Multi-Index LS Aggressive Manager not matched · Mutual fund Index | $649K | 9.4% |
| Science & Technology Fund Manager not matched · Mutual fund | $517K | 7.5% |
| Real Estate Securities Fund Manager not matched · Mutual fund | $152K | 2.2% |
| Money Market Manager not matched · Money market | $113K | 1.6% |
| Invesco Global Fund Invesco · Mutual fund | $112K | 1.6% |
| JPMorgan Lcgrw JPMorgan · Mutual fund | $94K | 1.4% |
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.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
The auditor signed off without reservation. This is the cleanest opinion.