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 LIFE INSURANCE COMPANY | 01-0233346 | — | RECORDKEEPER | $33K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| EDWARD D. JONES & CO., L.P | 43-0345811 | — | INVESTMENT ADVISORY | $18K | — |
| Name | EIN | Location | Relation |
|---|
Rows tagged as a trust or pooled fund hold many underlying securities. Their holdings are itemized on each fund’s own Form 5500.
| Investment | Type | Current value | % of plan |
|---|---|---|---|
| JH MULTI-INDEX LS BALANCED JOHN HANCOCK USA · EIN 01-0233346 / PN 000 | Pooled Separate Account | $712K | 19.5% |
| JH MULTI-INDEX 2030 PRESERV JOHN HANCOCK USA · EIN 01-0233346 / PN 000 | Pooled Separate Account | $440K | 12.1% |
| JH MULTI-INDEX 2040 PRESERV JOHN HANCOCK USA · EIN 01-0233346 / PN 000 | Pooled Separate Account | $343K | 9.4% |
| Direct comp |
|---|
| Indirect comp |
|---|
| FUTUREPLAN BY ASCENSUS | — | CHICAGO, IL | THIRD PARTY ADMIN | $6K | — |
| JH MULTI-INDEX 2035 PRESERV JOHN HANCOCK USA · EIN 01-0233346 / PN 000 |
Pooled Separate Account |
| $274K |
| 7.5% |
| JH MULTI-INDEX 2055 PRESERV JOHN HANCOCK USA · EIN 01-0233346 / PN 000 | Pooled Separate Account | $269K | 7.4% |
| JH MULTI-INDEX 2045 PRESERV JOHN HANCOCK USA · EIN 01-0233346 / PN 000 | Pooled Separate Account | $238K | 6.5% |
| JH MULTI-INDEX 2050 PRESERV JOHN HACOCK USA · EIN 01-0233346 / PN 000 | Pooled Separate Account | $225K | 6.2% |
| JH MULTI-INDEX INCOME PRESERV JOHN HANCOCK USA · EIN 01-0233346 / PN 000 | Pooled Separate Account | $221K | 6.1% |
| JH MULTI-INDEX 2060 PRESERV JOHN HANCOCK USA · EIN 01-0233346 / PN 000 | Pooled Separate Account | $178K | 4.9% |
| JH MULTI-INDEX 2025 PRESERV JOHN HANCOCK USA · EIN 01-0233346 / PN 000 | Pooled Separate Account | $161K | 4.4% |
| JOHN HANCOCK STABLE VAL JOHN HANCOCK USA · EIN 01-0233358 / PN 012 | Pooled Separate Account | $64K | 1.8% |
| JH MULTI-INDEX LS GROWTH JOHN HANCOCK USA · EIN 01-0233346 / PN 000 | Pooled Separate Account | $53K | 1.4% |
| VANGUARD MID-CAP GROWTH ETF JOHN HANCOCK USA · EIN 01-0233349 / PN 003 | Pooled Separate Account | $47K | 1.3% |
| JPMORGAN SMID CAP FUND JOHN HANCOCK USA · EIN 01-0233348 / PN 002 | Pooled Separate Account | $44K | 1.2% |
| VANGUARD VALUE INDEX FUND JOHN HANCOCK USA · EIN 01-0233356 / PN 010 | Pooled Separate Account | $28K | 0.8% |
| JH MULTI-INDEX LS AGGRESSIVE JOHN HANCOCK USA · EIN 01-0233346 / PN 000 | Pooled Separate Account | $28K | 0.8% |
| JH MULTI-INDEX LS MODERATE JOHN HANCOCK USA · EIN 01-0233346 / PN 000 | Pooled Separate Account | $28K | 0.8% |
| BLUE CHIP GROWTH FUND JOHN HANCOCK USA · EIN 01-0233355 / PN 009 | Pooled Separate Account | $24K | 0.7% |
| 500 INDEX FUND JOHN HANCOCK USA · EIN 01-0233352 / PN 006 | Pooled Separate Account | $23K | 0.6% |
| JH MULTI-INDEX 2065 PRESERV JOHN HANCOCK USA · EIN 01-0233346 / PN 000 | Pooled Separate Account | $23K | 0.6% |
| JOHN HANCOCK BOND FUND JOHN HANCOCK USA · EIN 01-0233357 / PN 011 | Pooled Separate Account | $18K | 0.5% |
| VANGUARD SMALL CAP VALUE INDEX JOHN HANCOCK USA · EIN 01-0233350 / PN 004 | Pooled Separate Account | $8K | 0.2% |
| VANGUARD TOT WLD STK INDEX ETF JOHN HANCOCK USA · EIN 01-0233357 / PN 013 | Pooled Separate Account | $5K | 0.1% |
| JH MULTI-INDEX LS CONSERV JOHN HANCOCK USA · EIN 01-0233346 / PN 000 | Pooled Separate Account | $5K | 0.1% |
| INVESCO SMALL CAP GROWTH JOHN HANCOCK USA · EIN 01-0233347 / PN 001 | Pooled Separate Account | $5K | 0.1% |
| WISDOMTREE MIDCAP DIVIDEND ETF JOHN HANCOCK USA · EIN 01-0233351 / PN 005 | Pooled Separate Account | $3K | <0.1% |
| DFA INTL SMALL CAP VALUE JOHN HANCOCK USA · EIN 01-0233346 / PN 000 | Pooled Separate Account | $3K | <0.1% |
| DFA U.S. SMALL CAP FUND JOHN HANCOCK USA · EIN 01-0233346 / PN 000 | Pooled Separate Account | $3K | <0.1% |
| INVESTMENT COMPANY OF AMERICA JOHN HANCOCK USA · EIN 01-0233354 / PN 008 | Pooled Separate Account | $2K | <0.1% |
| AMERICAN FUNDS NEW PERSPECTIVE FUND JOHN HANCOCK USA · EIN 01-0233353 / PN 007 | Pooled Separate Account | $2K | <0.1% |
