Frank Donio, Inc.'s EIN is 21-0697610.
Download the official 2024 Form 5500 (PDF) for Frank Donio, Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Frank Donio, Inc.'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 |
|---|---|---|---|---|---|
| UBS FINANCIAL SERVICES INC | — | — | RIA | $36K | — |
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 STABLE VAL JOHN HANCOCK LIFE INSURANCE COMPANY · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $1.7M | 11.7% | |
| JH MULTIMANAGER BALANCED LS JOHN HANCOCK LIFE INSURANCE COMPANY · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $1.4M | 9.3% | |
| 500 INDEX FUND JOHN HANCOCK LIFE INSURANCE COMPANY · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $1.4M | 9.2% | |
| TOTAL STOCK MARKET INDEX FUND JOHN HANCOCK LIFE INSURANCE COMPANY · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $1.3M | 8.4% | |
| VANGUARD VALUE INDEX FUND JOHN HANCOCK LIFE INSURANCE COMPANY · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $991K | 6.6% | |
| JH MULTIMANAGER GROWTH LS JOHN HANCOCK LIFE INSURANCE COMPANY · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $798K | 5.3% | |
| JH MULTIMANAGER CONSERV LS JOHN HANCOCK LIFE INSURANCE COMPANY · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $770K | 5.1% | |
| MID CAP INDEX FUND JOHN HANCOCK LIFE INSURANCE COMPANY · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $648K | 4.3% | |
| JOHN HANCOCK BOND FUND JOHN HANCOCK LIFE INSURANCE COMPANY · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $586K | 3.9% | |
| JH MULTIMANAGER MODERATE LS JOHN HANCOCK LIFE INSURANCE COMPANY · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $486K | 3.2% | |
| AF THE GROWTH FUND OF AMERICA JOHN HANCOCK LIFE INSURANCE COMPANY · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $481K | 3.2% | |
| AMERICAN FUNDS FUNDAMENTAL INV JOHN HANCOCK LIFE INSURANCE COMPANY · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $467K | 3.1% | |
| JH MULTIMANAGER 2025 LIFETIME JOHN HANCOCK LIFE INSURANCE COMPANY · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $379K | 2.5% | |
| VANGUARD GROWTH INDEX FUND JOHN HANCOCK LIFE INSURANCE COMPANY · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $372K | 2.5% | |
| SMALL CAP INDEX FUND JOHN HANCOCK LIFE INSURANCE COMPANY · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $303K | 2.0% | |
| CAPITAL WORLD GROWTH & INCOME JOHN HANCOCK LIFE INSURANCE COMPANY · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $301K | 2.0% | |
| VANGUARD SMALL CAP VALUE INDEX JOHN HANCOCK LIFE INSURANCE COMPANY · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $287K | 1.9% | |
| PIMCO REAL RETURN JOHN HANCOCK LIFE INSURANCE COMPANY · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $272K | 1.8% | |
| JH Retirement through 2040 - Active Strategies Pooled Separate Account | Pooled Separate Accounts | — | — | $206K | 1.4% | |
| JH MULTIMANAGER 2040 LIFETIME JOHN HANCOCK LIFE INSURANCE COMPANY · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $206K | 1.4% | |
| JH MULTIMANAGER AGGRESSIVE LS JOHN HANCOCK LIFE INSURANCE COMPANY · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $206K | 1.4% | |
| JOHN HANCOCK DISCIPLINED VALUE JOHN HANCOCK LIFE INSURANCE COMPANY · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $178K | 1.2% | |
| INVESCO GLOBAL FUND JOHN HANCOCK LIFE INSURANCE COMPANY · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $168K | 1.1% | |
| INVESCO EQV INTL EQUITY FUND JOHN HANCOCK LIFE INSURANCE COMPANY · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $162K | 1.1% | |
| JH MULTIMANAGER 2045 LIFETIME JOHN HANCOCK LIFE INSURANCE COMPANY · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $160K | 1.1% | |
| AF US GOVERNMENT SECURITIES JOHN HANCOCK LIFE INSURANCE COMPANY · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $144K | 1.0% | |
| DFA EMERGING MARKETS VALUE JOHN HANCOCK LIFE INSURANCE COMPANY · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $114K | 0.8% | |
| SMALL CAP VALUE FUND JOHN HANCOCK LIFE INSURANCE COMPANY · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $108K | 0.7% | |
| VANGUARD MID-CAP GROWTH ETF JOHN HANCOCK LIFE INSURANCE COMPANY · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $83K | 0.6% | |
| JH MULTIMANAGER 2050 LIFETIME JOHN HANCOCK LIFE INSURANCE COMPANY · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $80K | 0.5% | |
| MID VALUE FUND JOHN HANCOCK LIFE INSURANCE COMPANY · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $75K | 0.5% | |
| BLACKROCK GLOBAL ALLOCATION JOHN HANCOCK LIFE INSURANCE COMPANY · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $70K | 0.5% | |
| FIDELITY ADV NEW INSIGHTS JOHN HANCOCK LIFE INSURANCE COMPANY · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $63K | 0.4% | |
| Index International Pooled Separate Account | Pooled Separate Accounts | — | — | $50K | 0.3% | |
| INTL EQUITY INDEX FUND JOHN HANCOCK LIFE INSURANCE COMPANY · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $50K | 0.3% | |
| HIGH YIELD FUND JOHN HANCOCK LIFE INSURANCE COMPANY · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $50K | 0.3% | |
| JH Retirement through 2055 - Active Strategies Pooled Separate Account | Pooled Separate Accounts | — | — | $47K | 0.3% | |
| JH MULTIMANAGER 2055 LIFETIME JOHN HANCOCK LIFE INSURANCE COMPANY · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $47K | 0.3% | |
| VANGUARD SMALL CAP GROW INDEX JOHN HANCOCK LIFE INSURANCE COMPANY · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $34K | 0.2% | |
| JH MULTIMANAGER 2035 LIFETIME JOHN HANCOCK LIFE INSURANCE COMPANY · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $30K | 0.2% | |
| JOHN HANCOCK MID CAP GROWTH JOHN HANCOCK LIFE INSURANCE COMPANY · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $7K | <0.1% | |
| VANGUARD MID-CAP VALUE ETF JOHN HANCOCK LIFE INSURANCE COMPANY · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $7K | <0.1% | |
| Cash | Cash / Money Market | — | — | $1K | <0.1% | |
| JH MULTIMANAGER 2030 LIFETIME JOHN HANCOCK LIFE INSURANCE COMPANY · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $387 | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
