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| Provider | Service type | Compensation |
|---|---|---|
Filed as: JOHN HANCOCK TRUST COMPANY Service code 13 · EIN 01-0233346 | Contract Administrator | $178,008 |
Filed as: GLOBAL RETIREMENT PARTNERS, LLC Service code 26 · EIN 47-1411118 | Advisory (Participants) | $60,000 |
36 funds of $250K or more; 41 lines in all, holding $133M of the plan's $133M. From the 2025 filing. Recordkeeper: John Hancock (Manulife).
| Fund | Dollars | % of funds% |
|---|---|---|
| Vanguard LifeStrat Cons Gr Inv Mutual Fund Vanguard · Mutual fund Possible retail class A | $31.3M | 23.5% |
| Vanguard LifeStrat Growth Inv Vanguard · Mutual fund Possible retail class A | $18.9M | 14.2% |
| Fidelity 500 Index Fund Fidelity (FMR) · Mutual fund IndexPossible retail class A | $17.2M | 12.9% |
| Tiaa-Cref Lrg Cap Grwth Index R TIAA (Nuveen) · Mutual fund IndexPossible retail class A | $7.2M | 5.4% |
| Vanguard LifeStrat Mod Grw I Vanguard · Mutual fund Possible retail class A | $6.0M | 4.5% |
| Tiaa-Cref Lifecy Index 2055 Inst Mutual Fund TIAA (Nuveen) · Mutual fund IndexPossible retail class A | $4.5M | 3.3% |
| Vanguard Equity Income Fund Admiral Shares Vanguard · Mutual fund Possible retail class A | $4.4M | 3.3% |
| Tiaa-Cref Lifecy Index 2050 Inst TIAA (Nuveen) · Mutual fund IndexPossible retail class A | $4.2M | 3.2% |
| Tiaa-Cref Lifecy Index 2040 Inst TIAA (Nuveen) · Mutual fund IndexPossible retail class A | $4.1M | 3.1% |
| Tiaa-Cref Lifecy Index 2045 Inst TIAA (Nuveen) · Mutual fund IndexPossible retail class A | $3.5M | 2.7% |
Added 3 funds, dropped 3 funds, likely replaced 20 funds. Changed share class on 1 fund.
| Fund | Year-end value |
|---|---|
| ReplacedHighJohn Hancock LifeStrat Cons Gr Inv Fund to Vanguard LifeStrat Cons Gr Inv Mutual Fund | $22.5M to $31.3M |
| ReplacedHighJohn Hancock LifeStrat Growth Inv Fund to Vanguard LifeStrat Growth Inv | $15.2M to $18.9M |
| ReplacedHighJohn Hancock 500 Index Fund to Fidelity 500 Index Fund | $13.7M to $17.2M |
Stable value and insurance contract lines, renames and class changes are not counted. Left out here: 1 stable value or insurance line, 1 rename.
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 71,097 large plans that list their funds in their annual filing. Updated Nov 3, 2026. Shares describe these plans, not the whole market.
The auditor signed off without reservation. This is the cleanest opinion.