Jessica Haney signed The Shade Store, LLC's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
The Shade Store, LLC's EIN is 20-2342010.
Download the official 2024 Form 5500 (PDF) for The Shade Store, LLC from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)The Shade Store, LLC's plan includes profit-sharing, ERISA 404(c) participant direction, 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 COMPANY | 13-3646501 | — | RECORDKEEPER | $16K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| MERRILL LYNCH | 13-5674085 | — | RIA | $45K | — |
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 | |||||
|---|---|---|---|---|---|---|
| [Assets held in registered investment companies (mutual funds)] | Other | — | — | $40.3M | 97.4% | |
| AMERICAN FUNDS 2030 TD JOHN HANCOCK LIFE INSURANCE CO OF NEW YORK · EIN 13-3646501 / PN 000 | Pooled Separate Account | — | — | $5.8M | 14.1% | |
| AMERICAN FUNDS 2050 TD JOHN HANCOCK LIFE INSURANCE CO OF NEW YORK · EIN 13-3646501 / PN 000 | Pooled Separate Account | — | — | $4.4M | 10.7% | |
| AMERICAN FUNDS 2040 TD JOHN HANCOCK LIFE INSURANCE CO OF NEW YORK · EIN 13-3646501 / PN 000 | Pooled Separate Account | — | — | $4.4M | 10.7% | |
| AMERICAN FUNDS 2045 TD JOHN HANCOCK LIFE INSURANCE CO OF NEW YORK · EIN 13-3646501 / PN 000 | Pooled Separate Account | — | — | $4.4M | 10.7% | |
| AMERICAN FUNDS 2035 TD JOHN HANCOCK LIFE INSURANCE CO OF NEW YORK · EIN 13-3646501 / PN 000 | Pooled Separate Account | — | — | $4.4M | 10.6% | |
| AMERICAN FUNDS 2055 TD JOHN HANCOCK LIFE INSURANCE CO OF NEW YORK · EIN 13-3646501 / PN 000 | Pooled Separate Account | — | — | $3.8M | 9.2% | |
| AMERICAN FUNDS 2060 TD JOHN HANCOCK LIFE INSURANCE CO OF NEW YORK · EIN 13-3646501 / PN 000 | Pooled Separate Account | — | — | $2.2M | 5.2% | |
| AMERICAN FUNDS 2025 TD JOHN HANCOCK LIFE INSURANCE CO OF NEW YORK · EIN 13-3646501 / PN 000 | Pooled Separate Account | — | — | $2.0M | 4.9% | |
| 500 INDEX FUND JOHN HANCOCK LIFE INSURANCE CO OF NEW YORK · EIN 13-3646501 / PN 000 | Pooled Separate Account | — | — | $1.8M | 4.4% | |
| VANGUARD GROWTH INDEX FUND JOHN HANCOCK LIFE INSURANCE CO OF NEW YORK · EIN 13-3646501 / PN 000 | Pooled Separate Account | — | — | $1.7M | 4.1% | |
| AMERICAN FUNDS 2020 TD JOHN HANCOCK LIFE INSURANCE CO OF NEW YORK · EIN 13-3646501 / PN 000 | Pooled Separate Account | — | — | $1.0M | 2.4% | |
| VANGUARD SMALL CAP GROW INDEX JOHN HANCOCK LIFE INSURANCE CO OF NEW YORK · EIN 13-3646501 / PN 000 | Pooled Separate Account | — | — | $884K | 2.1% | |
| AMERICAN FUNDS 2065 TD JOHN HANCOCK LIFE INSURANCE CO OF NEW YORK · EIN 13-6446501 / PN 000 | Pooled Separate Account | — | — | $792K | 1.9% | |
| VANGUARD VALUE INDEX FUND JOHN HANCOCK LIFE INSURANCE CO OF NEW YORK · EIN 13-3646501 / PN 000 | Pooled Separate Account | — | — | $466K | 1.1% | |
| TOTAL BOND MARKET FUND JOHN HANCOCK LIFE INSURANCE CO OF NEW YORK · EIN 13-6446501 / PN 000 | Pooled Separate Account | — | — | $347K | 0.8% | |
| JOHN HANCOCK STABLE VAL JOHN HANCOCK LIFE INSURANCE CO OF NEW YORK · EIN 13-6446501 / PN 000 | Pooled Separate Account | — | — | $309K | 0.7% | |
| VANGUARD SMALL CAP VALUE INDEX JOHN HANCOCK LIFE INSURANCE CO OF NEW YORK · EIN 13-3646501 / PN 000 | Pooled Separate Account | — | — | $256K | 0.6% | |
| T. ROWE PRICE CAP APPRECIATION JOHN HANCOCK LIFE INSURANCE CO OF NEW YORK · EIN 13-3646501 / PN 000 | Pooled Separate Account | — | — | $240K | 0.6% | |
| VANGUARD MID-CAP GROWTH ETF JOHN HANCOCK LIFE INSURANCE CO OF NEW YORK · EIN 13-3646501 / PN 000 | Pooled Separate Account | — | — | $235K | 0.6% | |
| NUVEEN SMALL-CAP BLEND INDEX JOHN HANCOCK LIFE INSURANCE CO OF NEW YORK · EIN 13-3646501 / PN 000 | Pooled Separate Account | — | — | $191K | 0.5% | |
| AMERICAN FUNDS NEW PERSPECTIVE JOHN HANCOCK LIFE INSURANCE CO OF NEW YORK · EIN 13-3646501 / PN 000 | Pooled Separate Account | — | — | $117K | 0.3% | |
| VANGUARD MID-CAP VALUE ETF JOHN HANCOCK LIFE INSURANCE CO OF NEW YORK · EIN 13-3646501 / PN 000 | Pooled Separate Account | — | — | $107K | 0.3% | |
| AMERICAN FUNDS 2010 TD JOHN HANCOCK LIFE INSURANCE CO OF NEW YORK · EIN 13-3646501 / PN 000 | Pooled Separate Account | — | — | $86K | 0.2% | |
| BLACKROCK HIGH YIELD BOND FUND JOHN HANCOCK LIFE INSURANCE CO OF NEW YORK · EIN 13-6446501 / PN 000 | Pooled Separate Account | — | — | $85K | 0.2% | |
| MID CAP INDEX FUND JOHN HANCOCK LIFE INSURANCE CO OF NEW YORK · EIN 13-3646501 / PN 000 | Pooled Separate Account | — | — | $81K | 0.2% | |
| ISHARES MSCI EAFE VALUE ETF JOHN HANCOCK LIFE INSURANCE CO OF NEW YORK · EIN 13-3646501 / PN 000 | Pooled Separate Account | — | — | $65K | 0.2% | |
| AF US GOVERNMENT SECURITIES JOHN HANCOCK LIFE INSURANCE CO OF NEW YORK · EIN 13-6446501 / PN 000 | Pooled Separate Account | — | — | $14K | <0.1% |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| PASI, LLC | — | FARMINGTON, CT | TPA FEES | $24K | — |
