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 | $1K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| AMERIPRISE FINANCIAL SERVICES | 38-2722519 | — | RIA BA IA | $27K | — |
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 MULTIMANAGER GROWTH LS JOHN HANCOCK NEW YORK · EIN 01-0233346 / PN 000 | Pooled Separate Account | $2.1M | 29.3% |
| JH MULTIMANAGER AGGRESSIVE LS JOHN HANCOCK NEW YORK · EIN 01-0233346 / PN 000 | Pooled Separate Account | $698K | 9.8% |
| JH MULTIMANAGER CONSERV LS JOHN HANCOCK NEW YORK · EIN 01-0233346 / PN 000 | Pooled Separate Account | $430K | 6.0% |
| JH MULTIMANAGER MODERATE LS JOHN HANCOCK NEW YORK · EIN 01-0233346 / PN 000 | Pooled Separate Account | $424K | 5.9% |
| BLACKROCK LIFEPATH INDEX 2035 JOHN HANCOCK NEW YORK · EIN 01-0233346 / PN 000 | Pooled Separate Account | $365K | 5.1% |
| BLACKROCK LIFEPATH INDEX 2040 JOHN HANCOCK NEW YORK · EIN 01-0233346 / PN 000 | Pooled Separate Account | $303K | 4.2% |
| JH LIFESTYLE BLEND GROWTH JOHN HANCOCK NEW YORK · EIN 01-0233346 / PN 000 | Pooled Separate Account | $291K | 4.1% |
| BLACKROCK LIFEPATH INDEX 2055 JOHN HANCOCK NEW YORK · EIN 01-0233346 / PN 000 | Pooled Separate Account | $251K | 3.5% |
| JH LIFESTYLE BLEND AGGRESSIVE JOHN HANCOCK NEW YORK · EIN 01-0233346 / PN 000 | Pooled Separate Account | $237K | 3.3% |
| BLACKROCK LIFEPATH INDEX 2050 JOHN HANCOCK NEW YORK · EIN 01-0233346 / PN 000 | Pooled Separate Account | $204K | 2.9% |
| T. ROWE PRICE SCI & TECH JOHN HANCOCK NEW YORK · EIN 01-0233346 / PN 000 | Pooled Separate Account | $141K | 2.0% |
| JH MULTIMANAGER BALANCED LS JOHN HANCOCK NEW YORK · EIN 01-0233346 / PN 000 | Pooled Separate Account | $141K | 2.0% |
| BLACKROCK LIFEPATH INDEX 2045 JOHN HANCOCK NEW YORK · EIN 01-0233346 / PN 000 | Pooled Separate Account | $136K | 1.9% |
| 500 INDEX FUND JOHN HANCOCK NEW YORK · EIN 01-0233346 / PN 000 | Pooled Separate Account | $135K | 1.9% |
| JH LIFESTYLE BLEND BALANCED JOHN HANCOCK NEW YORK · EIN 01-0233346 / PN 000 | Pooled Separate Account | $127K | 1.8% |
| JH LIFESTYLE BLEND MODERATE JOHN HANCOCK NEW YORK · EIN 01-0233346 / PN 000 | Pooled Separate Account | $102K | 1.4% |
| BLACKROCK LIFEPATH INDEX 2030 JOHN HANCOCK NEW YORK · EIN 01-0233346 / PN 000 | Pooled Separate Account | $101K | 1.4% |
| BLACKROCK LIFEPATH INDEX 2065 JOHN HANCOCK NEW YORK · EIN 01-0233346 / PN 000 | Pooled Separate Account | $98K | 1.4% |
| JH LIFESTYLE BLN CONSERVATIVE JOHN HANCOCK NEW YORK · EIN 01-0233346 / PN 000 | Pooled Separate Account | $83K | 1.2% |
| VANGUARD ENERGY FUND JOHN HANCOCK NEW YORK · EIN 01-0233346 / PN 000 | Pooled Separate Account | $59K | 0.8% |
| DFA EMERGING MARKETS VALUE JOHN HANCOCK NEW YORK · EIN 01-0233346 / PN 000 | Pooled Separate Account | $58K | 0.8% |
| FRANKLIN UTILITIES FUND JOHN HANCOCK NEW YORK · EIN 01-0233346 / PN 000 | Pooled Separate Account | $55K | 0.8% |
| FINANCIAL INDUSTRIES FUND JOHN HANCOCK NEW YORK · EIN 01-0233346 / PN 000 | Pooled Separate Account | $54K | 0.8% |
| BLACKROCK LIFEPATH INDEX 2060 JOHN HANCOCK NEW YORK · EIN 01-0233346 / PN 000 | Pooled Separate Account | $53K | 0.7% |
| JOHN HANCOCK STABLE VAL JOHN HANCOCK NEW YORK · EIN 01-0233346 / PN 000 | Pooled Separate Account | $52K | 0.7% |
| DFA INTERNATIONAL VALUE JOHN HANCOCK NEW YORK · EIN 01-0233346 / PN 000 | Pooled Separate Account | $52K | 0.7% |
| VANGUARD GROWTH INDEX FUND JOHN HANCOCK NEW YORK · EIN 01-0233346 / PN 000 | Pooled Separate Account | $47K | 0.7% |
| AMERICAN FUNDS NEW WORLD FUND JOHN HANCOCK NEW YORK · EIN 01-0233346 / PN 000 | Pooled Separate Account | $43K | 0.6% |
| INTL EQUITY INDEX FUND JOHN HANCOCK NEW YORK · EIN 01-0233346 / PN 000 | Pooled Separate Account | $42K | 0.6% |
| T. ROWE PRICE OVERSEAS STOCK JOHN HANCOCK NEW YORK · EIN 01-0233346 / PN 000 | Pooled Separate Account | $37K | 0.5% |
| INVESCO GLOBAL FUND JOHN HANCOCK NEW YORK · EIN 01-0233346 / PN 000 | Pooled Separate Account | $36K | 0.5% |
| BLACKROCK LIFEPATH INDEX RET JOHN HANCOCK NEW YORK · EIN 01-0233346 / PN 000 | Pooled Separate Account | $25K | 0.4% |
| VANGUARD MID-CAP GROWTH ETF JOHN HANCOCK NEW YORK · EIN 01-0233346 / PN 000 | Pooled Separate Account | $15K | 0.2% |
| VANGUARD SMALL CAP GROW INDEX JOHN HANCOCK NEW YORK · EIN 01-0233346 / PN 000 | Pooled Separate Account | $13K | 0.2% |
| MID CAP INDEX FUND JOHN HANCOCK NEW YORK · EIN 01-0233346 / PN 000 | Pooled Separate Account | $6K | <0.1% |
| BLACKROCK LIFEPATH INDEX 2025 JOHN HANCOCK NEW YORK · EIN 01-0233346 / PN 000 | Pooled Separate Account | $5K | <0.1% |
| SMALL CAP INDEX FUND JOHN HANCOCK NEW YORK · EIN 01-0233346 / PN 000 | Pooled Separate Account | $3K | <0.1% |
