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401(k) PLAN FEE DISCLOSURE FORM For Services Provided by John Hancock Total Plan Expenses Role(s) performed by service provider (check all that apply) Custodian/Trustee Record Keeper Investment Professional
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How to fill out roles performed by service

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Identify the specific roles that need to be performed by the service.
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Roles performed by service refer to the specific tasks, duties, and responsibilities carried out by individuals or entities providing a service.
Individuals or entities that are providing services and need to report their roles for regulatory, compliance, or accounting purposes are required to file.
To fill out roles performed by service, you typically need to provide detailed descriptions of the services rendered, the duration of service, and any relevant supporting documentation as required by the filing authority.
The purpose of filing roles performed by service is to ensure transparency, compliance with regulations, and to provide relevant information for auditing, taxation, or organizational accountability.
Information such as service descriptions, dates of service, the parties involved, compensation details, and any other relevant contractual terms must be reported.
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