Filings through .
See peer percentile detail with Pro.
Pro shows the percentile for each metric against plans of the same size and industry. Free for 7 days, no card. Then $49 a month. Cancel any time.
| Provider | Service type | Compensation |
|---|---|---|
JOHN HANCOCK LIFE INSURANCE COMPANY10+ years Filed as: JOHN HANCOCK RETIREMENT PLAN SRVS Service code 15 · EIN 01-0233346 | Recordkeeping | $11,015 |
Filed as: NEW YORK LIFE INSURANCE COMPANY Service code 27 1 HORSESHOE COURT · MONOROE, NJ 08831 | Advisory (Plan) | $0 |
27 funds of $250K or more; 21 lines in all, holding $68.2M of the plan's $69.3M. From the 2024 filing. Recordkeeper: John Hancock (Manulife).
Target-date series: T. Rowe Price Retirement, mutual fund, 29% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| T. Rowe Price Retirement T. Rowe Price · Mutual fund Target-date, 11 vintages | $20.0M | 29.4% |
| Columbia Large Cap Index Fund Institutional Class Ameriprise (Columbia Threadneedle) · Mutual fund Index | $10.4M | 15.2% |
| Growth Fund OF America Class R-4 Capital Group · Mutual fund | $7.8M | 11.4% |
| PIMCO High Yield Fund PIMCO (Allianz) · Mutual fund | $6.7M | 9.9% |
| American Balanced Fund R6 Capital Group · Mutual fund | $5.2M | 7.6% |
| Kumon Stable Value Fund Manager not matched · Insurance contract | $4.0M | 5.8% |
| Invesco Growth AND Income Fund Class A Invesco · Mutual fund Possible retail class A | $3.6M | 5.3% |
| Neuberger Mid Cap Growth Fund Neuberger Berman · Mutual fund | $2.0M | 2.9% |
| John Hancock Disc Val MidCap A John Hancock (Manulife) · Mutual fund Possible retail class ARecordkeeper's own fund | $1.2M | 1.7% |
| Dodge & Cox Income Fund Dodge & Cox · Mutual fund | $1.1M | 1.7% |
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.
The auditor signed off without reservation. This is the cleanest opinion.