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| Provider | Service type | Compensation |
|---|---|---|
Service code 15 · EIN 01-0233346 | Recordkeeping | $802 |
11 funds of $250K or more; 14 lines in all, holding $10.1M of the plan's $10.3M. From the 2025 filing. Recordkeeper: John Hancock (Manulife).
Target-date series: John Hancock Lifetime Blend, collective trust, 69% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| John Hancock Lifetime Blend Manager not matched · Collective trust Target-date, 12 vintages | $7.0M | 69.5% |
| Fully benefit responsive investment contract Manager not matched · Insurance contract | $1.5M | 14.5% |
| AB Large Cap Growth Fund Inc AllianceBernstein · Separate account | $736K | 7.3% |
| 500 Index Fund Manager not matched · Separate account Index | $480K | 4.7% |
| BlackRock EAFE Equity Index Fund BlackRock · Separate account Index | $66K | 0.7% |
| American Funds Fundamental Inv Capital Group · Separate account | $61K | 0.6% |
| Vanguard Growth Index Fund Vanguard · Separate account Index | $56K | 0.6% |
| Vanguard Total Bond Market Index Fund Vanguard · Separate account Index | $55K | 0.5% |
| Fidelity Mid Cap Index Fund Fidelity (FMR) · Separate account Index | $54K | 0.5% |
| U.S. Small Cap Portfolio Dimensional · Separate account | $53K | 0.5% |
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.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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.