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7 funds of $250K or more; 8 lines in all, holding $9.1M of the plan's $9.1M. From the 2025 filing. Recordkeeper: Not identified.
Target-date series: John Hancock Lifetime Blend, other, 96% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| John Hancock Lifetime Blend John Hancock (Manulife) · Separate account Target-date, 12 vintages | $8.7M | 96.4% |
| John Hancock Disciplined Value Fund Class A John Hancock (Manulife) · Separate account | $99K | 1.1% |
| New World Fund Manager not matched · Separate account | $89K | 1.0% |
| Vanguard Explorer Fund Vanguard · Separate account | $55K | 0.6% |
| Fidelity Inflation-Protected Bond Index Fund Fidelity (FMR) · Separate account Index | $47K | 0.5% |
| Select Asset Allocation Conservative Portfolio Pooled separate account Manager not matched · Separate account | $29K | 0.3% |
| 500 Index Fund Manager not matched · Separate account Index | $3K | <0.1% |
| Blue Chip Growth Fund Manager not matched · Separate account | $3K | <0.1% |
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.