Matthew Halker signed Halker Consulting LLC's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Halker Consulting LLC's EIN is 20-4611545.
Download the official 2024 Form 5500 (PDF) for Halker Consulting LLC from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Halker Consulting 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 LIFE INSURANCE COMPANY | 01-0233346 | — | RECORD KEEPER | $954 | — |
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 | |||||
|---|---|---|---|---|---|---|
| JH LIFETIME BLEND 2050 CIT R2 JOHN HANCOCK LIFE INSURANCE CO USA · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $1.1M | 13.5% | |
| JH LIFETIME BLEND 2045 CIT R2 JOHN HANCOCK LIFE INSURANCE CO USA · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $918K | 10.7% | |
| 500 INDEX FUND JOHN HANCOCK LIFE INSURANCE CO USA · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $834K | 9.8% | |
| JH LIFETIME BLEND 2060 CIT R2 JOHN HANCOCK LIFE INSURANCE CO USA · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $790K | 9.2% | |
| JH LIFETIME BLEND 2055 CIT R2 JOHN HANCOCK LIFE INSURANCE CO USA · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $744K | 8.7% | |
| VANGUARD GROWTH INDEX FUND JOHN HANCOCK LIFE INSURANCE CO USA · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $528K | 6.2% | |
| JH Multimanager Balanced LS Pooled separate account | Pooled Separate Accounts | — | — | $345K | 4.0% | |
| JH Multimanager Aggressive LS Pooled separate account | Pooled Separate Accounts | — | — | $339K | 4.0% | |
| JH LIFETIME BLEND 2065 CIT R2 JOHN HANCOCK LIFE INSURANCE CO USA · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $277K | 3.2% | |
| JH LIFETIME BLEND 2025 CIT R2 JOHN HANCOCK LIFE INSURANCE CO USA · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $262K | 3.1% | |
| JH MULTIMANAGER BALANCED LS JOHN HANCOCK LIFE INSURANCE CO USA · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $261K | 3.1% | |
| VANGUARD SMALL CAP GROW INDEX JOHN HANCOCK LIFE INSURANCE CO USA · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $251K | 2.9% | |
| MID CAP INDEX FUND JOHN HANCOCK LIFE INSURANCE CO USA · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $215K | 2.5% | |
| SMALL CAP INDEX FUND JOHN HANCOCK LIFE INSURANCE CO USA · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $209K | 2.4% | |
| Vanguard Value Index Fund Pooled separate account | Pooled Separate Accounts | — | — | $205K | 2.4% | |
| JH DISCIPLINED VALUE MID CAP JOHN HANCOCK LIFE INSURANCE CO USA · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $202K | 2.4% | |
| Vanguard Explorer Fund Pooled separate account | Pooled Separate Accounts | — | — | $199K | 2.3% | |
| JH MULTIMANAGER AGGRESSIVE LS JOHN HANCOCK LIFE INSURANCE CO USA · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $195K | 2.3% | |
| JH Multimanager Growth LS Pooled separate account | Pooled Separate Accounts | — | — | $193K | 2.3% | |
| FIDELITY CONTRAFUND JOHN HANCOCK LIFE INSURANCE CO USA · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $174K | 2.0% | |
| John Hancock Disciplined Value Pooled separate account | Pooled Separate Accounts | — | — | $146K | 1.7% | |
| JH MULTIMANAGER GROWTH LS JOHN HANCOCK LIFE INSURANCE CO USA · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $137K | 1.6% | |
| VANGUARD VALUE INDEX FUND JOHN HANCOCK LIFE INSURANCE CO USA · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $128K | 1.5% | |
| JOHN HANCOCK DISCIPLINED VALUE JOHN HANCOCK LIFE INSURANCE CO USA · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $128K | 1.5% | |
| TOTAL STOCK MARKET INDEX FUND JOHN HANCOCK LIFE INSURANCE CO USA · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $119K | 1.4% | |
| VANGUARD EXPLORER FUND JOHN HANCOCK LIFE INSURANCE CO USA · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $110K | 1.3% | |
| AF THE GROWTH FUND OF AMERICA JOHN HANCOCK LIFE INSURANCE CO USA · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $101K | 1.2% | |
| JOHN HANCOCK MID CAP GROWTH JOHN HANCOCK LIFE INSURANCE CO USA · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $95K | 1.1% | |
| INTL EQUITY INDEX FUND JOHN HANCOCK LIFE INSURANCE CO USA · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $84K | 1.0% | |
| JH LIFETIME BLEND 2030 CIT R2 JOHN HANCOCK LIFE INSURANCE CO USA · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $75K | 0.9% | |
| AMERICAN FUNDS SMALLCAP WORLD JOHN HANCOCK LIFE INSURANCE CO USA · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $70K | 0.8% | |
| TOTAL BOND MARKET FUND JOHN HANCOCK LIFE INSURANCE CO USA · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $69K | 0.8% | |
| DFA EMERGING MARKETS VALUE JOHN HANCOCK LIFE INSURANCE CO USA · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $65K | 0.8% | |
| VANGUARD MID-CAP VALUE ETF JOHN HANCOCK LIFE INSURANCE CO USA · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $49K | 0.6% | |
| John Hancock Stable Val Pooled separate account | Pooled Separate Accounts | — | — | $40K | 0.5% | |
| JH MULTIMANAGER MODERATE LS JOHN HANCOCK LIFE INSURANCE CO USA · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $37K | 0.4% | |
| JOHN HANCOCK INTL GROWTH JOHN HANCOCK LIFE INSURANCE CO USA · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $29K | 0.3% | |
| JH Lifetime Blend 2040 CIT R2 Pooled separate account | Pooled Separate Accounts | — | — | $28K | 0.3% | |
| DFA US TARGETED VALUE FUND JOHN HANCOCK LIFE INSURANCE CO USA · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $28K | 0.3% | |
| DFA US Targeted Value Fund Pooled separate account | Pooled Separate Accounts | — | — | $27K | 0.3% | |
| JH LIFETIME BLEND 2040 CIT R2 JOHN HANCOCK LIFE INSURANCE CO USA · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $27K | 0.3% | |
| INVESCO OPP INTL GROWTH FUND JOHN HANCOCK LIFE INSURANCE CO USA · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $25K | 0.3% | |
| HIGH YIELD FUND JOHN HANCOCK LIFE INSURANCE CO USA · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $24K | 0.3% | |
| Various maturity dates through September 2029; secured by participants' vested account balances; * Notes Receivable From Participants interest rates from 10.00% to 10.50% | Bonds / Notes | — | — | $20K | 0.2% | |
| JOHN HANCOCK STABLE VAL JOHN HANCOCK LIFE INSURANCE CO USA · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $14K | 0.2% | |
| PIMCO COMMODITY REAL RETURN JOHN HANCOCK LIFE INSURANCE CO USA · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $13K | 0.2% | |
| JH LIFETIME BLEND 2035 CIT R2 JOHN HANCOCK LIFE INSURANCE CO USA · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $13K | 0.2% | |
| FIDELITY REAL ESTATE INDEX JOHN HANCOCK LIFE INSURANCE CO USA · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $13K | 0.1% | |
| Various maturity dates through March 2028; secured by participants' vested account balances; interest rates from * Notes Receivable From Participants 10.00% to 10.50% | Bonds / Notes | — | — | $9K | 0.1% | |
| JH LIFETIME BLEND 2010 CIT R2 JOHN HANCOCK LIFE INSURANCE CO USA · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $5K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
