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| Provider | Service type | Compensation |
|---|---|---|
Filed as: JOHN HANCOCK Service code 15 · EIN 01-0233346 | Recordkeeping | $18,017 |
Service code 27 · EIN 13-2638166 | Advisory (Plan) | $12,975 |
7 funds of $250K or more; 20 lines in all, holding $5.8M of the plan's $5.8M. From the 2024 filing. Recordkeeper: John Hancock (Manulife).
Target-date series: T. Rowe Price Retirement, mutual fund, 86% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| T. Rowe Price Retirement T. Rowe Price · Mutual fund Target-date, 9 vintages | $5.0M | 86.0% |
| Fidelity 500 Index Fund Fidelity (FMR) · Mutual fund Index | $370K | 6.4% |
| Vanguard Balanced Index Fund Admiral Shares Vanguard · Mutual fund Index | $134K | 2.3% |
| Vanguard Total Bond Market Index Fund Admiral Shares Vanguard · Mutual fund | $97K | 1.7% |
| Fidelity Mid Cap Index Fund Fidelity (FMR) · Mutual fund Index | $49K | 0.9% |
| Calvert US LC Core Res Index R6 Morgan Stanley · Mutual fund Index | $35K | 0.6% |
| Fidelity Small Cap Index Fund Fidelity (FMR) · Mutual fund Index | $28K | 0.5% |
| Putnam Stable Value Psvf 25 Franklin Templeton · Stable value Stable value | $24K | 0.4% |
| T. Rowe Price Growth Stock Fund, Inc. T. Rowe Price Growth Stock Fund-I Class T. Rowe Price · Mutual fund | $22K | 0.4% |
| Fidelity International Index Fund Fidelity (FMR) · Mutual fund Index | $18K | 0.3% |
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.
The auditor signed off without reservation. This is the cleanest opinion.