Nextphase Medical Devices LLC's EIN is 02-0483761.
Download the official 2023 Form 5500 (PDF) for Nextphase Medical Devices LLC from the U.S. Department of Labor's EFAST2 system.
Download the official 2023 Form 5500 (PDF)Nextphase Medical Devices LLC's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA).
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| JOHN HANCOCK | — | — | RECORDKEEPER | $7K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| MMA SECURITES LLC | — | — | ADMINISTRATOR | $16K | — |
| MARSH & MCLENNAN AGENCY LLC | — | — | ADMINISTRATOR |
Rows tagged as a trust or pooled fund hold many underlying securities. Their holdings are itemized on each fund’s own Form 5500.
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| JHancock 2025 Lifetime Bld R6 188,785 shares | Other securities | — | $189K | $2.0M | 19.0% | |
| JHancock 2035 Lifetime Bld R6 120,217 shares | Other securities | — | $120K | $1.4M | 13.3% | |
| JHancock 2030 Lifetime Bld R6 118,615 shares | Other securities | — | $119K | $1.3M | 12.5% | |
| JHancock 2045 Lifetime Bld R6 88,106 shares | Other securities | — | $88K | $1.1M | 10.4% | |
| Fidelity 500 Index 6,709 shares | Common Collective Trusts | — | $7K | $1.1M | 10.3% | |
| JHancock 2055 Lifetime Bld R6 65,556 shares | Other securities | — | $66K | $840K | 7.8% | |
| Undiscovered Mgrs Behav Val R6 11 share 843 * John Hancock Bond 50,249 shares | Other securities | — | $50K | $684K | 6.4% | |
| American Century Ultra R6 3,438 shares | Other securities | — | $3K | $275K | 2.6% | |
| Fidelity Mid Cap Index 9,002 shares | Mutual Funds | — | $9K | $270K | 2.5% | |
| JHancock 2015 Lifetime Bld R6 17 shares 166 * JHancock 2020 Lifetime Bld R6 20,528 shares | Other securities | — | $21K | $212K | 2.0% | |
| Late Participant Contributions Pending Corrected Under Loan Repayments Contributions Not Corrected Outside Correction Outside VFCP and PTE are included: Corrected VFCP 2002–51 $ ‒ $ 198,495(1) ‒ | Other securities | — | — | $198K | 1.9% | |
| Fidelity Small Cap Index 6,905 shares | Mutual Funds | — | $7K | $173K | 1.6% | |
| JHancock 2040 Lifetime Bld R6 12,347 shares | Other securities | — | $12K | $153K | 1.4% | |
| JHancock 2060 Lifetime Bld R6 10,231 shares | Other securities | — | $10K | $144K | 1.3% | |
| JHancock 2050 Lifetime Bld R6 9,758 shares | Other securities | — | $10K | $126K | 1.2% | |
| Fidelity Global Ex US Index 8,215 shares | Mutual Funds | — | $8K | $116K | 1.1% | |
| MFS International Diversification 4,999 shares | Mutual Funds | — | $5K | $111K | 1.0% | |
| MFS Value 2,130 shares | Mutual Funds | — | $2K | $101K | 0.9% | |
| Participant Loans 4.25% to 10.50% | Bonds / Notes | — | — | $88K | 0.8% | |
| STABLE VALUE NEXTPHASE MEDICAL DEVICES LLC · EIN 52-1309931 / PN 000 | Common Collective Trust | — | $87K | $87K | 0.8% | |
| JHancock 2010 Lifetime Bld R6 8,039 shares | Other securities | — | $8K | $78K | 0.7% | |
| Fidelity US Bond Index 7,241 shares | Mutual Funds | — | $7K | $76K | 0.7% | |
| JHancock 2065 Lifetime Bld R6 3,465 shares | Other securities | — | $3K | $44K | 0.4% | |
| JPMorgan US Gov MMkt Cap CI 40,568 shares | Other securities | — | $41K | $41K | 0.4% | |
| Vanguard Explorer Fund Adm 219 shares | Mutual Funds | — | — | $23K | 0.2% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| $10K |
| — |
