Silver FERN Practice, LLC d/b/a Highbar's EIN is 06-1692793.
Download the official 2023 Form 5500 (PDF) for Silver FERN Practice, LLC d/b/a Highbar from the U.S. Department of Labor's EFAST2 system.
Download the official 2023 Form 5500 (PDF)Silver FERN Practice, LLC d/b/a Highbar'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 LIFE INSURANCE COMPANY | 01-0233346 | BUFFALO, NY | RECORDKEEPER | $5K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| UBS FINANCIAL SERVICES INC | 13-2638166 | — | INVESTMENT ADVISORY | $46K | — |
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 | |||||
|---|---|---|---|---|---|---|
| JOHN HANCOCK QUAL VAR ACCOUNTS JOHN HANCOCK LIFE INS CO · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $9.5M | 99.9% | |
| John Hancock JH Lifetime Blend 2040 CIT R2 - PSA | Pooled Separate Accounts | — | — | $2.0M | 20.6% | |
| John Hancock JH Lifetime Blend 2055 CIT R2 - PSA | Pooled Separate Accounts | — | — | $1.7M | 18.2% | |
| John Hancock JH Lifetime Blend 2060 CIT R2 - PSA | Pooled Separate Accounts | — | — | $1.0M | 10.9% | |
| John Hancock JH Lifetime Blend 2050 CIT R2 - PSA | Pooled Separate Accounts | — | — | $1.0M | 10.7% | |
| John Hancock JH Lifetime Blend 2045 CIT R2 - PSA | Pooled Separate Accounts | — | — | $593K | 6.3% | |
| John Hancock 500 Index Fund - PSA | Pooled Separate Accounts | — | — | $502K | 5.3% | |
| John Hancock JH Lifetime Blend 2065 CIT R2 - PSA | Pooled Separate Accounts | — | — | $388K | 4.1% | |
| John Hancock JH Lifetime Blend 2025 CIT R2 - PSA | Pooled Separate Accounts | — | — | $384K | 4.1% | |
| John Hancock Vanguard Growth Index Fund - PSA | Pooled Separate Accounts | — | — | $333K | 3.5% | |
| John Hancock T. Rowe Price Health Sci - PSA | Pooled Separate Accounts | — | — | $181K | 1.9% | |
| John Hancock Vanguard Value Index - PSA | Pooled Separate Accounts | — | — | $180K | 1.9% | |
| John Hancock International Equity Index - PSA | Pooled Separate Accounts | — | — | $156K | 1.6% | |
| John Hancock Vanguard Small Cap Growth Index - | Mutual Funds | — | — | $129K | 1.4% | |
| PSA * John Hancock DFA International Value - PSA | Pooled Separate Accounts | — | — | $126K | 1.3% | |
| John Hancock Mid Cap Index - PSA | Pooled Separate Accounts | — | — | $114K | 1.2% | |
| John Hancock Vanguard Mid Cap Value ETF - PSA | Pooled Separate Accounts | — | — | $98K | 1.0% | |
| John Hancock Vanguard Mid Cap Growth ETF - PSA | Pooled Separate Accounts | — | — | $90K | 0.9% | |
| John Hancock JH Lifetime Blend 2035 CIT R2 - PSA | Pooled Separate Accounts | — | — | $75K | 0.8% | |
| John Hancock Vanguard Small Cap Value Index - | Mutual Funds | — | — | $61K | 0.6% | |
| PSA * John Hancock Northern EM Equity Index - PSA | Pooled Separate Accounts | — | — | $54K | 0.6% | |
| John Hancock New Perspective Fund - PSA | Pooled Separate Accounts | — | — | $52K | 0.5% | |
| John Hancock Small Cap Index - PSA | Pooled Separate Accounts | — | — | $51K | 0.5% | |
| John Hancock Small Cap World - PSA | Pooled Separate Accounts | — | — | $43K | 0.5% | |
| John Hancock Vanguard Short-Term Federal - PSA | Pooled Separate Accounts | — | — | $37K | 0.4% | |
| John Hancock Total Bond Market Fund - PSA | Pooled Separate Accounts | — | — | $37K | 0.4% | |
| John Hancock Templeton Global Bond - PSA | Pooled Separate Accounts | — | — | $24K | 0.3% | |
| John Hancock JH Lifetime Blend 2030 CIT R2 - PSA | Pooled Separate Accounts | — | — | $12K | 0.1% | |
| John Hancock Money Market Fund | Cash / Money Market | — | — | $10K | 0.1% | |
| Cash 110 * Participant loans Maturing on various dates through | Cash / Money Market | — | — | $10K | 0.1% | |
| John Hancock JH Lifetime Blend 2010 CIT R2 - PSA | Pooled Separate Accounts | — | — | $4K | <0.1% | |
| John Hancock T. Rowe Price Spectrum Inc. - PSA | Pooled Separate Accounts | — | — | $3K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
