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| Provider | Service type | Compensation |
|---|---|---|
JOHN HANCOCK LIFE INSURANCE COMPANY10+ years Service code 15 · EIN 01-0233346 | Recordkeeping | $58,153 |
Service code 64 · EIN 13-2624428 | Recordkeeping Fees | $165 |
Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $19 |
9 funds of $250K or more; 26 lines in all, holding $13.7M of the plan's $13.8M. From the 2025 filing. Recordkeeper: John Hancock (Manulife).
| Fund | Dollars | % of funds% |
|---|---|---|
| Srjyx Manager not matched · Other | $3.1M | 22.7% |
| Vfiax Manager not matched · Other | $1.7M | 12.3% |
| Jffyx Manager not matched · Other | $1.6M | 11.7% |
| Jtsyx Manager not matched · Other | $1.5M | 11.2% |
| Jsayx Manager not matched · Other | $1.3M | 9.4% |
| Jnsyx Manager not matched · Other | $1.1M | 7.7% |
| Jakyx Manager not matched · Other | $988K | 7.2% |
| Mfekx Manager not matched · Other | $634K | 4.6% |
| Smtyx Manager not matched · Other | $561K | 4.1% |
| Vtiax Manager not matched · Other | $242K | 1.8% |
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 71,097 large plans that list their funds in their annual filing. Updated Nov 3, 2026. Shares describe these plans, not the whole market.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
The auditor signed off without reservation. This is the cleanest opinion.