This plan doesn't hold securities directly — it invests through trusts. Click a trust below to drill into its securities.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| JOHN HANCOCK (U.S.A.) | 01-0233346 | BUFFALO, NY | RECORDKEEPER | $2K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| RAYMOND JAMES | 59-2937883 | ST. PETERSBURG, FL | RIA | $24K | — |
Rows tagged as a trust or pooled fund hold many underlying securities. Their holdings are itemized on each fund’s own Form 5500.
| % of plan | |||
|---|---|---|---|
| POOLED SEPARATE ACCOUNTS JOHN HANCOCK LIFE INSURANCE CO., (U.S.A.) · EIN 01-0233346 / PN 000 | Pooled Separate Account | $4.9M | 100.0% |