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Original filing (PDF)20251013175053NAL0000880083001
HANCOCK ROOFING & CONSTRUCTION, LLC DBA HANCOCK CLAIMS CONSULTANTS
Form 5500
FILING_RECEIVED
JOHN B HANCOCK 401(K) PLAN
401(k) retirement plan
Active participants
227
Accounts w/ balance
158
Plan assets (EOY)
$4.8M
Net assets (EOY)
$4.8M
How this plan invests
This plan
26 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
92
/ 100
Grade A
Top-tier plan health
Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.
Compliance & disclosures
100
Concentration risk
100
Total plan cost
80
Vendor stack
100
Participation health
80
Knocking points off
- 69 bps in Schedule C fees — modestly above peer band of 52 bps.
- 70% balance-to-active ratio — below typical for a healthy 401(k).
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for HANCOCK ROOFING & CONSTRUCTION, LLC DBA HANCOCK CLAIMS CONSULTANTS.
Plan sponsor
Name
HANCOCK ROOFING & CONSTRUCTION, LLC DBA HANCOCK CLAIMS CONSULTANTS
EIN
45-0502441
Address
6875 SHILOH ROAD EAST · ALPHARETTA, GA · 30005
Phone
(888) 402-9473
Industry
Finance & Insurancesee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
001
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-10-13
Pension benefit codes
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
2T · Default investment account (QDIA)
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Auditor
WARREN AVERETT, LLC
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
4 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| EMPOWER ANNUITY INS CO OF AMERICA | — | GREENWOOD VILLAGE, CO | RECORDKEEPER | $11K | — |
Advisor / Consultant
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| MERRILL LYNCH PIERCE FENNER & SMITH | — | PENNINGTON, NJ | INVESTMENT ADVISOR | $15K | — |
Other
2| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| FIDUCIARY WISE LLC | — | GILBERT, AZ | OTHER | $5K | — |
| EMPOWER ADVISORY GROUP, LLC | — | GREENWOOD VILLAGE, CO | INVESTMENT MGMT | $2K | — |
Investments
26 direct securities· $4.6M(96% of reported assets)
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| STATE STREET TARGET RETIREMENT 2040 K Mutual Funds " | — | — | — | $833K | 17.3% | |
| ISHARES S&P 500 INDEX K Mutual Funds" | — | — | — | $586K | 12.2% | |
| STATE STREET TARGET RETIREMENT 2035 K Mutual Funds " | — | — | — | $548K | 11.4% | |
| STATE STREET TARGET RETIREMENT 2055 K Mutual Funds " | — | — | — | $336K | 7.0% | |
| STATE STREET TARGET RETIREMENT 2050 K Mutual Funds " | — | — | — | $318K | 6.6% | |
| STATE STREET TARGET RETIREMENT 2045 K Mutual Funds " | — | — | — | $300K | 6.2% | |
| MORGAN STANLEY INST GROWTH R6 Mutual Funds " | — | — | — | $241K | 5.0% | |
| STATE STREET TARGET RETIREMENT 2030 K Mutual Funds " | — | — | — | $214K | 4.4% | |
| STATE STREET TARGET RETIREMENT 2060 K Mutual Funds " | — | — | — | $200K | 4.1% | |
| FIDELITY NASDAQ COMPOSITE INDEX Mutual Funds " | — | — | — | $194K | 4.0% | |
| ISHARES MSCI EAFE INTERNATIONAL INDEX K " | — | — | — | $167K | 3.5% | |
| ISHARES RUSSELL 2000 SMALL-CAP INDEX K Mutual Funds " | — | — | — | $128K | 2.7% | |
| MFS RESEARCH INTERNATIONAL R6 Mutual Funds " | — | — | — | $113K | 2.3% | |
| ISHARES U.S. AGGREGATE BOND INDEX K Mutual Funds " | — | — | — | $110K | 2.3% | |
| MACQUARIE SMALL CAP CORE R6 Mutual Funds " | — | — | — | $68K | 1.4% | |
| EI FIXED ACCOUNT - SERIES CLASS I Group Annuity ContractFixed Annuities | — | — | — | $63K | 1.3% | |
| AMERICAN FUNDS NEW WORLD R6 Mutual Funds " | — | — | — | $56K | 1.2% | |
| FIDELITY INFLATION PROTECTED BOND INDEX " | — | — | — | $41K | 0.8% | |
| NUVEEN LARGE CAP VALUE INDEX R6 Mutual Funds " | — | — | — | $31K | 0.6% | |
| BLACKROCK TOTAL RETURN K Mutual Funds " | — | — | — | $26K | 0.5% | |
| MFS VALUE R6 Mutual Funds" | — | — | — | $19K | 0.4% | |
| STATE STREET TARGET RETIREMENT 2025 K Mutual Funds " | — | — | — | $18K | 0.4% | |
| HARTFORD CORE EQUITY R6 Mutual Funds" | — | — | — | $11K | 0.2% | |
| AB HIGH INCOME Z Mutual FundsMutual Fund | — | — | — | $8K | 0.2% | |
| STATE STREET TARGET RETIREMENT 2065 K Mutual Funds " | — | — | — | $4K | <0.1% | |
| STATE STREET TARGET RETIREMENT K Mutual Funds " | — | — | — | $2K | <0.1% |
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