American Financial Resouces, LLC's EIN is 22-3554558.
Download the official 2024 Form 5500 (PDF) for American Financial Resouces, LLC from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)American Financial Resouces, LLC's plan includes profit-sharing, a 401(k) feature, ERISA 404(c) participant direction.
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| JOHN HANCOCK LIFE INSURANCE COMPANY | 01-0233346 | — | RECORDKEEPER | $0 | — |
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 2045 CIT R2 JOHN HANCOCK LIFE INSURANCE COMPANY (USA) · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $1.3M | 20.6% | |
| JH LIFETIME BLEND 2040 CIT R2 JOHN HANCOCK LIFE INSURANCE COMPANY (USA) · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $740K | 11.4% | |
| JH LIFETIME BLEND 2050 CIT R2 JOHN HANCOCK LIFE INSURANCE COMPANY (USA) · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $476K | 7.3% | |
| AMERICAN FUNDS 2035 TD JOHN HANCOCK LIFE INSURANCE COMPANY (USA) · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $461K | 7.1% | |
| 500 INDEX FUND JOHN HANCOCK LIFE INSURANCE COMPANY (USA) · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $447K | 6.9% | |
| JH LIFETIME BLEND 2055 CIT R2 JOHN HANCOCK LIFE INSURANCE COMPANY (USA) · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $394K | 6.0% | |
| JH LIFETIME BLEND 2030 CIT R2 JOHN HANCOCK LIFE INSURANCE COMPANY (USA) · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $360K | 5.5% | |
| JH LIFETIME BLEND 2060 CIT R2 JOHN HANCOCK LIFE INSURANCE COMPANY (USA) · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $309K | 4.7% | |
| MONEY MARKET FUND JOHN HANCOCK LIFE INSURANCE COMPANY (USA) · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $262K | 4.0% | |
| JH LIFETIME BLEND 2025 CIT R2 JOHN HANCOCK LIFE INSURANCE COMPANY (USA) · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $256K | 3.9% | |
| VANGUARD GROWTH INDEX FUND JOHN HANCOCK LIFE INSURANCE COMPANY (USA) · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $193K | 3.0% | |
| John Hancock Life Insurance Company (U.S.A.) Western Asset High Yield Fund ** 781 * Notes receivable from participants Participant loans secured by the balances in the participants' accounts with - | Common Stocks | — | — | $181K | 2.8% | |
| JH LIFETIME BLEND 2010 CIT R2 JOHN HANCOCK LIFE INSURANCE COMPANY (USA) · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $169K | 2.6% | |
| AMERICAN FUNDS 2035 TD JOHN HANCOCK LIFE INSURANCE COMPANY (USA) · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $149K | 2.3% | |
| AMERICAN FUNDS 2045 TD JOHN HANCOCK LIFE INSURANCE COMPANY (USA) · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $104K | 1.6% | |
| CAPITAL APPRECIATION FUND JOHN HANCOCK LIFE INSURANCE COMPANY (USA) · EIN 01-0233334 / PN 000 | Pooled Separate Account | — | — | $85K | 1.3% | |
| BLUE CHIP GROWTH FUND JOHN HANCOCK LIFE INSURANCE COMPANY (USA) · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $70K | 1.1% | |
| AMERICAN FUNDS 2055 TD JOHN HANCOCK LIFE INSURANCE COMPANY (USA) · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $64K | 1.0% | |
| WASHINGTON MUTUAL INVESTORS JOHN HANCOCK LIFE INSURANCE COMPANY (USA) · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $53K | 0.8% | |
| TEMPLETON WORLD JOHN HANCOCK LIFE INSURANCE COMPANY (USA) · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $52K | 0.8% | |
| JH LIFETIME BLEND 2065 CIT R2 JOHN HANCOCK LIFE INSURANCE COMPANY (USA) · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $43K | 0.7% | |
| VANGUARD MID-CAP GROWTH ETF JOHN HANCOCK LIFE INSURANCE COMPANY (USA) · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $31K | 0.5% | |
| VANGUARD VALUE INDEX FUND JOHN HANCOCK LIFE INSURANCE COMPANY (USA) · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $30K | 0.5% | |
| AF AMERICAN BALANCED FUND JOHN HANCOCK LIFE INSURANCE COMPANY (USA) · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $27K | 0.4% | |
| NEW OPPORTUNITIES FUND JOHN HANCOCK LIFE INSURANCE COMPANY (USA) · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $26K | 0.4% | |
| JPMORGAN U.S. EQUITY FUND JOHN HANCOCK LIFE INSURANCE COMPANY (USA) · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $25K | 0.4% | |
| AMERICAN FUNDS 2050 TD JOHN HANCOCK LIFE INSURANCE COMPANY (USA) · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $24K | 0.4% | |
| REAL EST. SECURITIES FUND JOHN HANCOCK LIFE INSURANCE COMPANY (USA) · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $24K | 0.4% | |
| John Hancock Life Insurance Company (U.S.A.) New Perspectives Fund | Common Stocks | — | — | $19K | 0.3% | |
| AMERICAN FUNDS NEW PERSPECTIVE JOHN HANCOCK LIFE INSURANCE COMPANY (USA) · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $19K | 0.3% | |
| VANGUARD SMALL CAP GROW INDEX JOHN HANCOCK LIFE INSURANCE COMPANY (USA) · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $18K | 0.3% | |
| John Hancock Life Insurance Company (U.S.A.) BlackRock Basic Value Fund | Common Stocks | — | — | $11K | 0.2% | |
| BLACKROCK LARGE CAP FOCUS VAL JOHN HANCOCK LIFE INSURANCE COMPANY (USA) · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $11K | 0.2% | |
| VANGUARD MID-CAP VALUE ETF JOHN HANCOCK LIFE INSURANCE COMPANY (USA) · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $9K | 0.1% | |
| FIDELITY ADV LEVERAGED CO STK JOHN HANCOCK LIFE INSURANCE COMPANY (USA) · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $8K | 0.1% | |
| VANGUARD SMALL CAP VALUE INDEX JOHN HANCOCK LIFE INSURANCE COMPANY (USA) · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $7K | 0.1% | |
| FIDELITY ADV DIVERSIFIED STOCK JOHN HANCOCK LIFE INSURANCE COMPANY (USA) · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $6K | <0.1% | |
| DODGE & COX STOCK FUND JOHN HANCOCK LIFE INSURANCE COMPANY (USA) · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $6K | <0.1% | |
| FIDELITY ADV NEW INSIGHTS JOHN HANCOCK LIFE INSURANCE COMPANY (USA) · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $5K | <0.1% | |
| AMERICAN FUNDS 2015 TD JOHN HANCOCK LIFE INSURANCE COMPANY (USA) · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $5K | <0.1% | |
| PIMCO COMMODITY REAL RETURN JOHN HANCOCK LIFE INSURANCE COMPANY (USA) · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $4K | <0.1% | |
| FRANKLIN SMALL-MID GROWTH JOHN HANCOCK LIFE INSURANCE COMPANY (USA) · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $3K | <0.1% | |
| TOTAL BOND MARKET FUND JOHN HANCOCK LIFE INSURANCE COMPANY (USA) · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $3K | <0.1% | |
| FIDELITY ADVISOR TOTAL BOND JOHN HANCOCK LIFE INSURANCE COMPANY (USA) · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $2K | <0.1% | |
| AMERICAN FUNDS 2060 TD JOHN HANCOCK LIFE INSURANCE COMPANY (USA) · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $2K | <0.1% | |
| John Hancock Life Insurance Company (U.S.A.) Vanguard Total World Stock Exchange-Traded Fund | Mutual Funds | — | — | $2K | <0.1% | |
| VANGUARD TOT WLD STK INDEX ETF JOHN HANCOCK LIFE INSURANCE COMPANY (USA) · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $2K | <0.1% | |
| INVESCO SMALL CAP GROWTH JOHN HANCOCK LIFE INSURANCE COMPANY (USA) · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $2K | <0.1% | |
| AF THE INCOME FUND OF AMERICA JOHN HANCOCK LIFE INSURANCE COMPANY (USA) · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $2K | <0.1% | |
| John Hancock Life Insurance Company (U.S.A.) Cash and Cash Equivalents | Cash / Money Market | — | — | $2K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
