JTS Financial Services, LLC's EIN is 20-3385906.
Download the official 2024 Form 5500 (PDF) for JTS Financial Services, LLC from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)JTS Financial Services, LLC'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 CO USA | 01-0233346 | — | RECORDKEEPER | $898 | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| MERIDIAN MANAGEMENT | 71-0496439 | — | RIA | $29K | — |
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 Life Insurance Company Cash - | Cash / Money Market | — | — | $7.1M | 93.9% | |
| Self-directed brokerage accounts Brokerage fund options - | Self-Directed Brokerage | — | — | $327K | 4.3% | |
| 500 INDEX FUND JOHN HANCOCK LIFE INSURANCE CO (USA) · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $0 | <0.1% | |
| AMERICAN FUNDS NEW WORLD FUND JOHN HANCOCK LIFE INSURANCE CO (USA) · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $0 | <0.1% | |
| FIDELITY INTERNATIONAL INDEX JOHN HANCOCK LIFE INSURANCE CO (USA) · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $0 | <0.1% | |
| FIDELITY MID CAP INDEX FUND JOHN HANCOCK LIFE INSURANCE CO (USA) · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $0 | <0.1% | |
| MONEY MARKET FUND JOHN HANCOCK LIFE INSURANCE CO (USA) · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $0 | <0.1% | |
| TIAAS-CREF SMALL-CAP BLEND INDEX JOHN HANCOCK LIFE INSURANCE CO (USA) · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $0 | <0.1% | |
| VANGUARD INTERIM-TERM BOND INDEX JOHN HANCOCK LIFE INSURANCE CO (USA) · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $0 | <0.1% | |
| VANGUARD TARGET RET 2020 JOHN HANCOCK LIFE INSURANCE CO (USA) · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $0 | <0.1% | |
| VANGUARD TARGET RET 2025 JOHN HANCOCK LIFE INSURANCE CO (USA) · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $0 | <0.1% | |
| VANGUARD TARGET RET 2030 JOHN HANCOCK LIFE INSURANCE CO (USA) · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $0 | <0.1% | |
| VANGUARD TARGET RET 2035 JOHN HANCOCK LIFE INSURANCE CO (USA) · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $0 | <0.1% | |
| VANGUARD TARGET RET 2040 JOHN HANCOCK LIFE INSURANCE CO (USA) · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $0 | <0.1% | |
| VANGUARD TARGET RET 2045 JOHN HANCOCK LIFE INSURANCE CO (USA) · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $0 | <0.1% | |
| VANGUARD TARGET RET 2050 JOHN HANCOCK LIFE INSURANCE CO (USA) · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $0 | <0.1% | |
| VANGUARD TARGET RET 2055 JOHN HANCOCK LIFE INSURANCE CO (USA) · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $0 | <0.1% | |
| VANGUARD TARGET RET 2060 JOHN HANCOCK LIFE INSURANCE CO (USA) · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $0 | <0.1% | |
| VANGUARD TARGET RET 2065 JOHN HANCOCK LIFE INSURANCE CO (USA) · 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.
