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| Provider | Service type | Compensation |
|---|---|---|
EDWARD JONES10+ years Service code 27 · EIN 43-0345811 | Advisory (Plan) | $37,406 |
Filed as: JOHN HANCOCK Service code 15 · EIN 01-0233346 | Recordkeeping | $24,931 |
20 funds of $250K or more; 24 lines in all, holding $22.0M of the plan's $22.7M. From the 2024 filing. Recordkeeper: John Hancock (Manulife).
Target-date series: John Hancock Lifetime Blend, mutual fund, 44% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| John Hancock Lifetime Blend John Hancock (Manulife) · Mutual fund Target-date, 12 vintagesRecordkeeper's own fund | $9.7M | 44.2% |
| Vanguard Windsor Admiral N/R Vanguard · Mutual fund | $2.6M | 11.8% |
| T Rowe Price Growth Stock I N/R T. Rowe Price · Mutual fund | $2.3M | 10.3% |
| Fidelity 500 Index Fund Fidelity (FMR) · Mutual fund Index | $1.9M | 8.6% |
| American Funds Balanced Port R6 N/R Capital Group · Mutual fund | $1.9M | 8.5% |
| Fidelity Total International Index Fund Fidelity (FMR) · Mutual fund Index | $900K | 4.1% |
| Portfolio Cl I Diamond Hill Mid Cap Y Diamond Hill · Mutual fund | $574K | 2.6% |
| Vanguard Explorer Fund Admiral Shares Vanguard · Mutual fund | $497K | 2.3% |
| Fidelity Extended Market Index Fund Fidelity (FMR) · Mutual fund Index | $445K | 2.0% |
| Fidelity U.S. Bond Index Fund Fidelity (FMR) · Mutual fund Index | $320K | 1.5% |
Covers 60,908 large plans that list their funds in their annual filing. Updated Nov 2, 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.