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 |
|---|---|---|
Filed as: PASADENA PRIVATE WEALTH, LLC Service code 26 · EIN 82-4823358 2 N. LAKE AVE. · PASADENA, CA 91101 | Advisory (Participants) | $12,833 |
Filed as: JOHN HANCOCK LIFE INSURANCE COMPAN Service code 15 · EIN 01-0233346 P.O. BOX 600 · BUFFALO, NY 142010600 | Recordkeeping | $194 |
5 funds of $250K or more; 30 lines in all, holding $3.9M of the plan's $4.2M. From the 2025 filing. Recordkeeper: John Hancock (Manulife).
Target-date series: Nuveen Lifecycle Index, mutual fund, 42% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| Nuveen Lifecycle Index TIAA (Nuveen) · Mutual fund Target-date, 13 vintages | $1.6M | 41.9% |
| Science & Technology Fund John Hancock (Manulife) · Mutual fund Recordkeeper's own fund | $477K | 12.2% |
| American Funds Retirement Income Portfolio - Enhanced Capital Group · Mutual fund | $435K | 11.1% |
| American Funds Retirement Income Portfolio - Moderate Capital Group · Mutual fund | $328K | 8.4% |
| JP Morgan Large Cap Growth JPMorgan · Other | $254K | 6.5% |
| American Ret. Income - Conserv Capital Group · Mutual fund | $226K | 5.8% |
| American Funds Target Date Capital Group · Mutual fund Target-date, 6 vintages | $194K | 5.0% |
| JPMorgan U.S. Equity Fund JPMorgan · Mutual fund | $131K | 3.3% |
| John Hancock 500 Index Fund John Hancock (Manulife) · Mutual fund IndexRecordkeeper's own fund | $65K | 1.7% |
| Vanguard Value Index Fund Vanguard · Mutual fund Index | $41K | 1.0% |
Added 3 funds. Moved to another target-date series.
| Fund | Year-end value |
|---|---|
| Target-date switchJohn Hancock Lifetime Blend 2035 to Nuveen Lifecycle Index 2035 Fund | $1.1M to $1.6M |
| AddedScience & Technology Fund | $477K |
| AddedAmerican Funds Retirement Income Portfolio - Enhanced | $435K |
Stable value and insurance contract lines, renames and class changes are not counted. Left out here: 1 stable value or insurance line.
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.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.