Alyssa Chellew signed M Moser Associates, LLC's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
M Moser Associates, LLC's EIN is 22-3861601.
Download the official 2024 Form 5500 (PDF) for M Moser Associates, LLC from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)M Moser Associates, 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 HANCOCK LIFE INSURANCE COMPANY | 13-3646501 | — | RECORDKEEPER | $8K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| CETERA INVESTMENT ADVISERS LLC | 36-3258176 | — | ADVISOR | $32K | — |
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 NY · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $2.3M | 22.3% | |
| JH LIFETIME BLEND 2055 CIT R2 JOHN HANCOCK NY · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $1.4M | 13.7% | |
| JH LIFETIME BLEND 2040 CIT R2 JOHN HANCOCK NY · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $1.1M | 11.0% | |
| JH LIFETIME BLEND 2045 CIT R2 JOHN HANCOCK NY · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $995K | 9.8% | |
| JH LIFETIME BLEND 2025 CIT R2 JOHN HANCOCK NY · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $912K | 8.9% | |
| JH LIFETIME BLEND 2060 CIT R2 JOHN HANCOCK NY · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $847K | 8.3% | |
| 500 INDEX FUND JOHN HANCOCK NY · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $544K | 5.3% | |
| JH LIFETIME BLEND 2035 CIT R2 JOHN HANCOCK NY · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $389K | 3.8% | |
| JH LIFETIME BLEND 2065 CIT R2 JOHN HANCOCK NY · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $323K | 3.2% | |
| JH LIFETIME BLEND 2030 CIT R2 JOHN HANCOCK NY · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $270K | 2.6% | |
| AB LARGE CAP GROWTH FUND JOHN HANCOCK NY · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $206K | 2.0% | |
| Participant Loans Interest rates from 4.75% to 10.50% | Bonds / Notes | — | — | $116K | 1.1% | |
| MFS MID CAP GROWTH FUND JOHN HANCOCK NY · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $110K | 1.1% | |
| MFS VALUE FUND JOHN HANCOCK NY · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $103K | 1.0% | |
| JOHN HANCOCK STABLE VAL JOHN HANCOCK NY · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $97K | 0.9% | |
| AVANTIS US SMALL CAP VALUE JOHN HANCOCK NY · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $80K | 0.8% | |
| AMERICAN FUNDS EUROPAC GROWTH JOHN HANCOCK NY · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $78K | 0.8% | |
| BLACKROCK HIGH YIELD BOND FUND JOHN HANCOCK NY · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $77K | 0.8% | |
| TOTAL BOND MARKET FUND JOHN HANCOCK NY · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $57K | 0.6% | |
| MID CAP INDEX FUND JOHN HANCOCK NY · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $48K | 0.5% | |
| JH DISCIPLINED VALUE MID CAP JOHN HANCOCK NY · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $37K | 0.4% | |
| DFA INFLATION-PROTECTED SEC JOHN HANCOCK NY · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $32K | 0.3% | |
| T. ROWE PRICE INTEGR US SC GR JOHN HANCOCK NY · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $25K | 0.2% | |
| STRATEGIC INCOME OPP FUND JOHN HANCOCK NY · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $19K | 0.2% | |
| AMERICAN FUNDS NEW WORLD FUND JOHN HANCOCK NY · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $16K | 0.2% | |
| INTL EQUITY INDEX FUND JOHN HANCOCK NY · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $12K | 0.1% | |
| HARTFORD SCHRODERS INTL MCV JOHN HANCOCK NY · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $3K | <0.1% | |
| SMALL CAP INDEX FUND JOHN HANCOCK NY · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $3K | <0.1% | |
| JH LIFETIME BLEND 2020 CIT R2 JOHN HANCOCK NY · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $830 | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
