Carolina Wholesale Group, Inc.'s EIN is 20-1365612.
Download the official 2024 Form 5500 (PDF) for Carolina Wholesale Group, Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Carolina Wholesale Group, Inc.'s plan includes profit-sharing, a 401(k) feature.
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| JOHN HANCOCK LIFE INSURANCE | 01-0233346 | — | RECORDKEEPIN | $0 | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| MERRILL LYNCH - EPS | 13-5674085 | — | REGISTERED INVESTMENT AD | $21K | — |
| MERRILL LYNCH - FAS |
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 | |||||
|---|---|---|---|---|---|---|
| AMERICAN FUNDS 2020 TD JOHN HANCOCK LIFE INSURANCE COMPANY · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $5.6M | 25.4% | |
| AMERICAN FUNDS 2035 TD JOHN HANCOCK LIFE INSURANCE COMPANY · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $3.6M | 16.6% | |
| AMERICAN FUNDS 2040 TD JOHN HANCOCK LIFE INSURANCE COMPANY · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $2.4M | 10.9% | |
| 500 INDEX FUND JOHN HANCOCK LIFE INSURANCE COMPANY · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $1.7M | 7.8% | |
| AMERICAN FUNDS 2050 TD JOHN HANCOCK LIFE INSURANCE COMPANY · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $1.6M | 7.1% | |
| AMERICAN FUNDS 2030 TD JOHN HANCOCK LIFE INSURANCE COMPANY · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $1.4M | 6.3% | |
| VANGUARD GROWTH INDEX FUND JOHN HANCOCK LIFE INSURANCE COMPANY · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $1.0M | 4.7% | |
| AMERICAN FUNDS 2045 TD JOHN HANCOCK LIFE INSURANCE COMPANY · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $1.0M | 4.6% | |
| AMERICAN FUNDS 2025 TD JOHN HANCOCK LIFE INSURANCE COMPANY · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $645K | 2.9% | |
| John Hancock AB Large Cap Growth Fund | Other securities | — | — | $482K | 2.2% | |
| COLUMBIA DIVIDEND INCOME FUND JOHN HANCOCK LIFE INSURANCE COMPANY · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $346K | 1.6% | |
| LORD ABBETT SHORT DURATION INC JOHN HANCOCK LIFE INSURANCE COMPANY · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $298K | 1.4% | |
| INVESCO SMALL CAP GROWTH JOHN HANCOCK LIFE INSURANCE COMPANY · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $232K | 1.1% | |
| MFS MID CAP GROWTH FUND JOHN HANCOCK LIFE INSURANCE COMPANY · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $200K | 0.9% | |
| AMERICAN FUNDS NEW PERSPECTIVE JOHN HANCOCK LIFE INSURANCE COMPANY · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $192K | 0.9% | |
| AMERICAN FUNDS 2055 TD JOHN HANCOCK LIFE INSURANCE COMPANY · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $175K | 0.8% | |
| AMERICAN FUNDS 2060 TD JOHN HANCOCK LIFE INSURANCE COMPANY · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $164K | 0.7% | |
| MONEY MARKET FUND JOHN HANCOCK LIFE INSURANCE COMPANY · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $159K | 0.7% | |
| John Hancock Vanguard Tisif | Mutual Funds | — | — | $148K | 0.7% | |
| VANGUARD TOTAL INTL STOCK IDX JOHN HANCOCK LIFE INSURANCE COMPANY · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $148K | 0.7% | |
| MID CAP INDEX FUND JOHN HANCOCK LIFE INSURANCE COMPANY · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $130K | 0.6% | |
| SMALL CAP INDEX FUND JOHN HANCOCK LIFE INSURANCE COMPANY · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $122K | 0.6% | |
| UNDISCOVERED MGR BEHAVIORAL JOHN HANCOCK LIFE INSURANCE COMPANY · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $79K | 0.4% | |
| CORE BOND FUND JOHN HANCOCK LIFE INSURANCE COMPANY · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $65K | 0.3% | |
| VANGUARD MID-CAP VALUE ETF JOHN HANCOCK LIFE INSURANCE COMPANY · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $42K | 0.2% | |
| LORD ABBETT BOND DEBENTURE JOHN HANCOCK LIFE INSURANCE COMPANY · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $41K | 0.2% | |
| AMERICAN FUNDS 2015 TD JOHN HANCOCK LIFE INSURANCE COMPANY · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $20K | <0.1% | |
| AMERICAN FUNDS NEW WORLD FUND JOHN HANCOCK LIFE INSURANCE COMPANY · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $19K | <0.1% | |
| AMERICAN FUNDS 2065 TD JOHN HANCOCK LIFE INSURANCE COMPANY · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $11K | <0.1% | |
| AMERICAN FUNDS 2010 TD JOHN HANCOCK LIFE INSURANCE COMPANY · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $368 | <0.1% | |
| AMERICAN FUNDS 2020 TD JOHN HANCOCK LIFE INSURANCE COMPANY · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $0 | <0.1% | |
| AMERICAN FUNDS 2065 TD JOHN HANCOCK LIFE INSURANCE COMPANY · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $0 | <0.1% | |
| AMERICAN CENTURY EM FUND JOHN HANCOCK LIFE INSURANCE COMPANY · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $0 | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| 13-5674085 |
| — |
| REGISTERED INVESTMENT AD |
| $17K |
| — |
