Filings through .
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| Provider | Service type | Compensation |
|---|---|---|
MARSH & MCLENNAN AGENCY LLC2 years Filed as: MMA SECURITIES LLC Service code 26 · EIN 22-3570392 1166 AVENUE OF THE AMERICAS · NEW YORK, NY 10036 | Advisory (Participants) | $48,454 |
Filed as: JOHN HANCOCK USA Service code 15 · EIN 01-0233346 | Recordkeeping | $10,839 |
20 funds of $250K or more; 19 lines in all, holding $46.0M of the plan's $46.8M. From the 2025 filing. Recordkeeper: John Hancock (Manulife).
Target-date series: John Hancock Lifetime Blend, collective trust, 59% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| John Hancock Lifetime Blend John Hancock (Manulife) · Collective trust Target-date, 13 vintagesRecordkeeper's own fund | $27.2M | 59.0% |
| John Hancock 500 Index Fund John Hancock (Manulife) · Mutual fund IndexRecordkeeper's own fund | $6.7M | 14.5% |
| MFS Growth Fund MFS (Sun Life) · Mutual fund | $3.7M | 8.1% |
| John Hancock JH Stable Value Guaranteed Income Fund John Hancock (Manulife) · Stable value Stable valueRecordkeeper's own fund | $1.5M | 3.3% |
| Science & Technology Fund John Hancock (Manulife) · Mutual fund Recordkeeper's own fund | $1.2M | 2.6% |
| American Balanced Fund Capital Group · Mutual fund | $1.0M | 2.2% |
| Nuveen Small Cap Blend Index Fund TIAA (Nuveen) · Mutual fund Index | $901K | 2.0% |
| U.S. Large Cap Value Portfolio - Institutional Class Dimensional · Mutual fund | $864K | 1.9% |
| Vanguard International Growth Fund Vanguard · Mutual fund | $763K | 1.7% |
| Vanguard Emerging Markets Stock Index Fund Vanguard · Mutual fund | $421K | 0.9% |
No lineup changes between the 2024 and 2025 filings.
Stable value and insurance contract lines, renames and class changes are not counted.
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 71,410 large plans that list their funds in their annual filing. Updated Nov 6, 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.