JH Bennett, Inc.'s EIN is 23-1687562.
Download the official 2024 Form 5500 (PDF) for JH Bennett, Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)JH Bennett, 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 |
|---|---|---|---|---|---|
| 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.
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| [Assets held in registered investment companies (mutual funds)] | Other | — | — | $7.0M | 98.3% | |
| 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% |
