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Original filing (PDF)20251015151155NAL0010306754001
'47 BRAND, LLC
Form 5500
FILING_RECEIVED
'47 BRAND, LLC 401(K) PLAN
401(k) retirement plan
Signals · 1
27% in single holding
Active participants
338
Accounts w/ balance
232
Plan assets (EOY)
$26.9M
Net assets (EOY)
$26.8M
How this plan invests
This plan
38 pooled trusts
Schedule D
39 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
88
/ 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
87
Total plan cost
75
Vendor stack
100
Participation health
80
Knocking points off
- Top holding "Vanguard Target Retirement 2040 Fund" is 27% of plan.
- 69% balance-to-active ratio — below typical for a healthy 401(k).
Helping the score
- No Schedule C compensation disclosed — likely a small plan or unbundled.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for '47 BRAND, LLC.
Plan sponsor
Name
'47 BRAND, LLC
EIN
04-2223847
Address
15 S. WEST PARK · WESTWOOD, MA · 020903408
Phone
(617) 437-6765
Industry
Wholesale Tradesee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
002
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-10-15
Pension benefit codes
2A · Age/service weighted or new comparability
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
KAHN, LITWIN, RENZA & CO. LTD
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
1 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| JOHN HANCOCK USA | 01-0233346 | — | RECORDKEEPER | — | — |
Investments
3 direct securities · 38 pooled funds· $299.6M(100% of reported assets)
Rows tagged as a trust or pooled fund hold many underlying securities. Their holdings are itemized on each fund’s own Form 5500.
Pooled Separate Account
$296.8M
38 holdings
Uncategorized
$2.8M
3 holdings
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| TARGET DATE RETIREMENT 2030 FUND JOHN HANCOCK USA · EIN 01-2333466 / PN 000 | Pooled Separate Account | — | — | $273.1M | 1016.8% | |
| TARGET DATE RETIREMENT 2040 FUND JOHN HANCOCK USA · EIN 01-2333466 / PN 000 | Pooled Separate Account | — | — | $7.1M | 26.3% | |
| Vanguard Target Retirement 2030 Fund | — | — | — | $2.7M | 10.2% | |
| TARGET DATE RETIREMENT 2050 FUND JOHN HANCOCK USA · EIN 01-2333466 / PN 000 | Pooled Separate Account | — | — | $2.3M | 8.6% | |
| TARGET DATE RETIREMENT 2035 FUND JOHN HANCOCK USA · EIN 01-2333466 / PN 000 | Pooled Separate Account | — | — | $2.2M | 8.1% | |
| TARGET DATE RETIREMENT 2045 FUND JOHN HANCOCK USA · EIN 01-2333466 / PN 000 | Pooled Separate Account | — | — | $1.6M | 6.1% | |
| 500 INDEX FUND JOHN HANCOCK USA · EIN 01-2333466 / PN 000 | Pooled Separate Account | — | — | $1.6M | 5.8% | |
| LARGE CAP GROWTH FUND JOHN HANCOCK USA · EIN 01-2333466 / PN 000 | Pooled Separate Account | — | — | $1.2M | 4.4% | |
| TARGET DATE RETIREMENT 2025 FUND JOHN HANCOCK USA · EIN 01-2333466 / PN 000 | Pooled Separate Account | — | — | $1.1M | 4.2% | |
| TARGET DATE RETIREMENT 2055 FUND JOHN HANCOCK USA · EIN 01-2333466 / PN 000 | Pooled Separate Account | — | — | $891K | 3.3% | |
| GROWTH INDEX FUND JOHN HANCOCK USA · EIN 01-2333466 / PN 000 | Pooled Separate Account | — | — | $722K | 2.7% | |
| OAKMARK FUND JOHN HANCOCK USA · EIN 01-2333466 / PN 000 | Pooled Separate Account | — | — | $542K | 2.0% | |
| INCOME FUND JOHN HANCOCK USA · EIN 01-2333466 / PN 000 | Pooled Separate Account | — | — | $518K | 1.9% | |
| TARGET DATE RETIREMENT 2060 FUND JOHN HANCOCK USA · EIN 01-2333466 / PN 000 | Pooled Separate Account | — | — | $516K | 1.9% | |
| SCIENCE & TECH FUND JOHN HANCOCK USA · EIN 01-2333466 / PN 000 | Pooled Separate Account | — | — | $381K | 1.4% | |
| MID-CAP GROWTH INDEX FUND JOHN HANCOCK USA · EIN 01-2333466 / PN 000 | Pooled Separate Account | — | — | $369K | 1.4% | |
| EMERGING MARKETS VALUE FUND JOHN HANCOCK USA · EIN 01-2333466 / PN 000 | Pooled Separate Account | — | — | $303K | 1.1% | |
| MID-CAP VALUE INDEX FUND JOHN HANCOCK USA · EIN 01-2333466 / PN 000 | Pooled Separate Account | — | — | $247K | 0.9% | |
| GLOBAL CORE EQUITY FUND JOHN HANCOCK USA · EIN 01-2333466 / PN 000 | Pooled Separate Account | — | — | $213K | 0.8% | |
| EUROPACIFIC GROWTH FUND JOHN HANCOCK USA · EIN 01-2333466 / PN 000 | Pooled Separate Account | — | — | $188K | 0.7% | |
| TARGET DATE RETIREMENT 2020 FUND JOHN HANCOCK USA · EIN 01-2333466 / PN 000 | Pooled Separate Account | — | — | $180K | 0.7% | |
| TOTAL INTL STOCK INDEX FUND JOHN HANCOCK USA · EIN 01-2333466 / PN 000 | Pooled Separate Account | — | — | $161K | 0.6% | |
| EXPLORER FUND JOHN HANCOCK USA · EIN 01-2333466 / PN 000 | Pooled Separate Account | — | — | $158K | 0.6% | |
| HEALTH SCIENCES FUND JOHN HANCOCK USA · EIN 01-2333466 / PN 000 | Pooled Separate Account | — | — | $157K | 0.6% | |
| VALUE INDEX FUND JOHN HANCOCK USA · EIN 01-2333466 / PN 000 | Pooled Separate Account | — | — | $153K | 0.6% | |
| MATERIALS INDEX FUND JOHN HANCOCK USA · EIN 01-2333466 / PN 000 | Pooled Separate Account | — | — | $150K | 0.6% | |
| NEW ERA FUND JOHN HANCOCK USA · EIN 01-2333466 / PN 000 | Pooled Separate Account | — | — | $135K | 0.5% | |
| TARGET DATE RETIREMENT 2065 FUND JOHN HANCOCK USA · EIN 01-2333466 / PN 000 | Pooled Separate Account | — | — | $97K | 0.4% | |
| EQUITY INCOME FUND JOHN HANCOCK USA · EIN 01-2333466 / PN 000 | Pooled Separate Account | — | — | $97K | 0.4% | |
| SMALL CAP VALUE INDEX FUND JOHN HANCOCK USA · EIN 01-2333466 / PN 000 | Pooled Separate Account | — | — | $87K | 0.3% | |
| GLOBAL ALLOCATION FUND JOHN HANCOCK USA · EIN 01-2333466 / PN 000 | Pooled Separate Account | — | — | $80K | 0.3% | |
| MACKAY HIGH YIELD CORP BD FUND JOHN HANCOCK USA · EIN 01-2333466 / PN 000 | Pooled Separate Account | — | — | $68K | 0.3% | |
| STABLE VALUE GUARANTD INC FUND JOHN HANCOCK USA · EIN 01-2333466 / PN 000 | Pooled Separate Account | — | — | $54K | 0.2% | |
| GLOBAL VALUE FUND JOHN HANCOCK USA · EIN 01-2333466 / PN 000 | Pooled Separate Account | — | — | $54K | 0.2% | |
| ALL ASSET FUND JOHN HANCOCK USA · EIN 01-2333466 / PN 000 | Pooled Separate Account | — | — | $49K | 0.2% | |
| Aberdeen Emerging Markets ex-China Institutional Class | — | — | — | $43K | 0.2% | |
| MID CAP INDEX FUND JOHN HANCOCK USA · EIN 01-2333466 / PN 000 | Pooled Separate Account | — | — | $30K | 0.1% | |
| LIMITED TERM INCOME FUND JOHN HANCOCK USA · EIN 01-2333466 / PN 000 | Pooled Separate Account | — | — | $28K | 0.1% | |
| various dates through November 2029, collateralized by participants' vested account balances. | — | — | — | $17K | <0.1% | |
| LOAN FUND JOHN HANCOCK USA · EIN 01-2333466 / PN 000 | Pooled Separate Account | — | — | $17K | <0.1% | |
| US GOVT MONEY MARKET FUND JOHN HANCOCK USA · EIN 01-2333466 / PN 000 | Pooled Separate Account | — | — | $3K | <0.1% |
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