James David Seitz signed NWL, Inc.'s 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
NWL, Inc.'s EIN is 21-0671000.
Download the official 2024 Form 5500 (PDF) for NWL, Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)NWL, Inc.'s plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, automatic enrollment, 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 | 31-4156830 | BUFFALO, NY | RECORDKEEPER | $2K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| WILMINGTON TRUST NATIONAL ASSOC. | 16-1486454 | WILMINGTON, DE | RIA | $22K | — |
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 American Funds 2030 Target Date Retirement Fund | Mutual Funds | — | — | $4.1M | 12.5% | |
| JH MULTI-INDEX 2030 LIFETIME JOHN HANCOCK USA · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $4.1M | 12.5% | |
| Berkshire Hathaway, Inc. Class A Common stock | Common Stocks | — | $101K | $3.4M | 10.4% | |
| 500 INDEX FUND JOHN HANCOCK USA · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $2.2M | 6.8% | |
| John Hancock Life Insurance Company American Funds 2040 Target Date Retirement Fund | Mutual Funds | — | — | $2.1M | 6.5% | |
| JH MULTI-INDEX 2040 LIFETIME JOHN HANCOCK USA · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $2.1M | 6.5% | |
| John Hancock Life Insurance Company American Funds 2035 Target Date Retirement Fund | Mutual Funds | — | — | $1.9M | 5.9% | |
| JH MULTI-INDEX 2035 LIFETIME JOHN HANCOCK USA · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $1.9M | 5.9% | |
| John Hancock Life Insurance Company American Funds 2025 Target Date Retirement Fund | Mutual Funds | — | — | $1.6M | 4.8% | |
| JH MULTI-INDEX 2025 LIFETIME JOHN HANCOCK USA · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $1.6M | 4.8% | |
| JP MORGAN LARGE GROWTH R6 JOHN HANCOCK USA · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $1.6M | 4.7% | |
| John Hancock Life Insurance Company American Funds 2010 Target Date Retirement Fund | Mutual Funds | — | — | $1.0M | 3.2% | |
| JH MULTI-INDEX 2010 LIFETIME JOHN HANCOCK USA · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $1.0M | 3.2% | |
| Costco Wholesale Corp. Common stock | Common Stocks | — | $39K | $1.0M | 3.2% | |
| John Hancock Life Insurance Company American Funds 2045 Target Date Retirement Fund | Mutual Funds | — | — | $958K | 2.9% | |
| JH MULTI-INDEX 2045 LIFETIME JOHN HANCOCK USA · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $958K | 2.9% | |
| John Hancock Life Insurance Company American Funds 2060 Target Date Retirement Fund | Mutual Funds | — | — | $849K | 2.6% | |
| JH MULTI-INDEX 2060 LIFETIME JOHN HANCOCK USA · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $849K | 2.6% | |
| John Hancock Life Insurance Company American Funds 2020 Target Date Retirement Fund | Mutual Funds | — | — | $773K | 2.4% | |
| JH MULTI-INDEX 2020 LIFETIME JOHN HANCOCK USA · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $773K | 2.4% | |
| Alphabet Inc. Common stock | Common Stocks | — | $375K | $770K | 2.3% | |
| John Hancock Life Insurance Company American Funds 2050 Target Date Retirement Fund | Mutual Funds | — | — | $701K | 2.1% | |
| JH MULTI-INDEX 2050 LIFETIME JOHN HANCOCK USA · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $701K | 2.1% | |
| Apple Inc. Common stock | Common Stocks | — | $346K | $656K | 2.0% | |
| Verisk Analytics, Inc. Common stock | Common Stocks | — | $55K | $556K | 1.7% | |
| MID CAP INDEX FUND JOHN HANCOCK USA · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $517K | 1.6% | |
| American Express Co. Common stock | Common Stocks | — | $22K | $499K | 1.5% | |
| PUTNAM LARGE CAP VALUE R6 JOHN HANCOCK USA · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $496K | 1.5% | |
| O'Reilly Automotive Inc Common stock | Common Stocks | — | $238K | $457K | 1.4% | |
| Analog Devices, Inc. Common stock | Common Stocks | — | $327K | $415K | 1.3% | |
| Philip Morris International Inc. Common stock | Common Stocks | — | $210K | $409K | 1.2% | |
| McDonald's Corp. Common stock | Common Stocks | — | $83K | $380K | 1.2% | |
| John Hancock Life Insurance Company American Funds 2055 Target Date Retirement Fund | Mutual Funds | — | — | $365K | 1.1% | |
| JH MULTI-INDEX 2055 LIFETIME JOHN HANCOCK USA · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $365K | 1.1% | |
| SMALL CAP INDEX FUND JOHN HANCOCK USA · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $344K | 1.0% | |
| Franco Nev Corp. Common stock | Common Stocks | — | $281K | $343K | 1.0% | |
| MFS INTERNATIONAL EQUITY R6 JOHN HANCOCK USA · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $342K | 1.0% | |
| Abbvie Inc. Common stock | Common Stocks | — | $86K | $320K | 1.0% | |
| Union Pacific Corp. Common stock | Common Stocks | — | $184K | $312K | 0.9% | |
| Abbott Laboratories Common stock | Common Stocks | — | $85K | $292K | 0.9% | |
| Johnson & Johnson Co. Common stock | Common Stocks | — | $117K | $279K | 0.8% | |
| Pepsico, Inc. Common stock | Common Stocks | — | $122K | $274K | 0.8% | |
| JOHN HANCOCK STABLE VALUE JOHN HANCOCK USA · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $239K | 0.7% | |
| Byd Company Limited ADR Common stock | Common Stocks | — | $31K | $237K | 0.7% | |
| Altria Group, Inc. Common stock | Common Stocks | — | $110K | $216K | 0.7% | |
| Coca-Cola Co. Common stock | Common Stocks | — | $57K | $215K | 0.7% | |
| Participant Loans Interest rates ranging from 4.75% to 10.00% | Bonds / Notes | — | — | $183K | 0.6% | |
| Walmart Stores, Inc. Common stock | Common Stocks | — | $28K | $108K | 0.3% | |
| Proctor and Gamble Co. Common stock | Common Stocks | — | $32K | $96K | 0.3% | |
| Yum Brands, Inc. Common stock | Common Stocks | — | $65K | $95K | 0.3% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
