Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| JOHN HANCOCK RETIREMENT PLAN SERV | 01-0233346 | BOSTON, MA | RECORDKEEPER | $78K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| LONG ISLAND EMPLOYEE BENFITS GROUP | 11-2931438 | HUNTINGTON, NY | TPA | $6K | — |
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 Trust Company, LLC BlackRock LP Index Ret K | Other securities | — | — | $8.1M | 50.3% | |
| John Hancock Trust Company, LLC BlackRock LP Index 2030 K | Other securities | — | — | $2.7M | 16.6% | |
| John Hancock Trust Company, LLC BlackRock LP Index 2035 K | Other securities | — | — | $1.5M | 9.2% | |
| John Hancock Trust Company, LLC BlackRock LP Index 2040 K | Other securities | — | — | $636K | 4.0% | |
| John Hancock Trust Company, LLC Loan Fund (4.25% - 9.5%) | Bonds / Notes | — | — | $409K | 2.5% | |
| John Hancock Trust Company, LLC BlackRock LP Index 2045 K | Other securities | — | — | $324K | 2.0% | |
| John Hancock Trust Company, LLC Vanguard Ttl Stk Mrkt Indx Ad | Other securities | — | — | $274K | 1.7% | |
| PUTNAM STABLE VALUE PSVF 25 PUTNAM FIDUCIARY TRUST COMPANY, LLC · EIN 04-3159710 / PN 000 | Common Collective Trust | — | — | $198K | 1.2% | |
| John Hancock Trust Company, LLC BlackRock LP Index 2050 K | Other securities | — | — | $183K | 1.1% | |
| John Hancock Trust Company, LLC PIMCO Low Duration Income Int | Other securities | — | — | $115K | 0.7% | |
| John Hancock Trust Company, LLC Vanguard Wellesley Income Adm | Other securities | — | — | $101K | 0.6% | |
| John Hancock Trust Company, LLC Vanguard Value Index Fd Adm | Other securities | — | — | $95K | 0.6% | |
| John Hancock Trust Company, LLC Hartford Inflation Plus R5 | Other securities | — | — | $91K | 0.6% | |
| John Hancock Trust Company, LLC JPMorgan Growth Adv R6 | Other securities | — | — | $91K | 0.6% | |
| John Hancock Trust Company, LLC BlackRock LP Index 2055 K | Other securities | — | — | $87K | 0.5% | |
| John Hancock Trust Company, LLC The Bond Fund of America R6 | Other securities | — | — | $85K | 0.5% | |
| John Hancock Trust Company, LLC Vanguard Strategic SC Eq Inv | Other securities | — | — | $69K | 0.4% | |
| John Hancock Trust Company, LLC DFA International Value Prt I | Other securities | — | — | $56K | 0.3% | |
| John Hancock Trust Company, LLC Fidelity Multi-Asset Index Fd | Other securities | — | — | $55K | 0.3% | |
| John Hancock Trust Company, LLC Fidelity Adv Intl Cap Appr I | Other securities | — | — | $50K | 0.3% | |
| John Hancock Trust Company, LLC Invesco Gold & Spec Min R6 | Other securities | — | — | $44K | 0.3% | |
| John Hancock Trust Company, LLC Fidelity Small Cap Grwth Idx | Other securities | — | — | $40K | 0.3% | |
| John Hancock Trust Company, LLC BlackRock LP Index 2065 K | Other securities | — | — | $38K | 0.2% | |
| John Hancock Trust Company, LLC Vanguard MidCap Grwth Ind Adm | Other securities | — | — | $36K | 0.2% | |
| John Hancock Trust Company, LLC BlackRock LP Index 2060 K | Other securities | — | — | $36K | 0.2% | |
| John Hancock Trust Company, LLC Fidelity Balanced Z | Other securities | — | — | $17K | 0.1% | |
| John Hancock Trust Company, LLC Fidelity Mid Cap Value Fund | Other securities | — | — | $8K | <0.1% | |
| John Hancock Trust Company, LLC Vanguard Total Int Idx Adm | Other securities | — | — | $5K | <0.1% | |
| John Hancock Trust Company, LLC DFA US Targeted Value Prt I | Other securities | — | — | $4K | <0.1% | |
| John Hancock Trust Company, LLC JPMorgan US Govt MMkt Cap Cl | Other securities | — | — | $1K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.