Plans listing this provider
16
0.03% of the 56,420 plans with Schedule H financials; 13 in 2023
Providers › John Hancock Funds
John Hancock Funds
- Service provider, as named on Schedule C
- EIN 043483032
- Plan year 2024
- Direct compensation reported $0
Assets of those plans
$296,437,520
0.00% of all Schedule H plan assets
Plans where it is the recordkeeper
4
service code 65 (recordkeeping) or 64 (recordkeeping and information management)
Direct compensation reported, all plans
$0
0% of its Schedule C lines carry a positive direct amount
Direct compensation is Schedule C line 2(d), paid by the plan. Indirect compensation (revenue sharing and similar) is a flag on the filing and is not included in these amounts. A provider's name is spelled as filed; the same firm can appear under several spellings.
Services reported
| Service code | Meaning | Plans |
|---|---|---|
| 59 | Shareholder servicing fees | 15 |
| 28 | Investment management | 13 |
| 15 | Recordkeeping and information management | 3 |
| 21 | Trustee (bank, trust company or similar) | 3 |
| 25 | Trustee (directed) | 3 |
| 27 | Investment advisory (plan) | 3 |
| 37 | Participant loan processing | 3 |
| 38 | Participant communication | 3 |
Largest plans served
| Plan | Employer | Assets | Participants | Direct compensation |
|---|---|---|---|---|
| Garfunkel Wild PC 401(k) Retirement Plan | Garfunkel Wild | $90,541,377 | 170 | $0 |
| G3 Technologies Inc 401(k) Plan | G3 Technologies | $59,494,635 | 327 | $0 |
| Kudu Dynamics 401(k) Retirement PLA Nrecordkeeper | Kudu Dynamics | $30,578,862 | 193 | $0 |
| Akoya Retirement Plan | Akoya Biosciences | $17,974,282 | 317 | $0 |
| I. Rice & Co., Inc. Employee Profit Sharing Planrecordkeeper | I. Rice | $14,975,634 | 117 | $0 |
| Survival Flight Air Ambulance, LLC 401(k) Profit Sharing Plan | Survival Flight Air Ambulance | $14,514,267 | 805 | $0 |
| The Fikes Companies Profit Sharing Plan & Trust | Fikes Wholesale | $10,464,880 | 252 | $0 |
| Professional Case Management 401(k) Plan | ACT for Health DBA Professional Case Management | $9,524,166 | 419 | $0 |
| Defense Contracting, Inc. Retirement Trust | Defense Contracting | $8,910,263 | 145 | $0 |
| Mycomputercareer, Inc. 401(k) Plan | Mycomputercareer | $8,794,186 | 575 | $0 |
| Checkout, LLC 401(k) Profit Sharing Planrecordkeeper | Checkout | $8,405,378 | 263 | $0 |
| Th2 Connect LLC 401(k) Retirement Planrecordkeeper | Th2 Connect | $5,800,841 | 90 | $0 |
| Sender, Inc. Retirement Plan | Sender | $4,569,706 | 131 | $0 |
| Infinity Technology Services, LLC 401(k) Plan | Infinity Technology Services | $4,457,877 | 149 | $0 |
| Extended Care Hospital of Westminster 401(k) Profit Sharing Plan | Extended Care Hospital of Westminster | $3,972,171 | 194 | $0 |
| Next Glass 401(k) Plan | Next Glass | $3,458,995 | 86 | $0 |
Form 5500 Schedule C Part I line 2, plan year 2024, plans with Schedule H financials and a 401(k) feature. Provider identity: Schedule C EIN where given, else the normalized name.