Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| JOHN HANCOCK | 01-0233346 | — | RECORDKEEPER | $2K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| GIRARD PARTNERS LTD | 23-2802378 | — | RIA | $54K | — |
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 | |||||
|---|---|---|---|---|---|---|
| VANGUARD GROWTH INDEX FUND JOHN HANCOCK USA · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $3.5M | 12.0% | |
| John Hancock Life Insurance Co. | Common Stocks | 14,901 | — | $3.5M | 12.0% | |
| John Hancock Life Insurance Co. | Common Stocks | 73,026 | — | $2.6M | 8.9% | |
| VANGUARD TARGET RET 2035 JOHN HANCOCK USA · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $2.6M | 8.9% | |
| John Hancock Life Insurance Co. | Common Stocks | 15,904 | — | $2.4M | 8.2% | |
| SCIENCE & TECHNOLOGY FUND JOHN HANCOCK USA · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $2.4M | 8.2% | |
| John Hancock Life Insurance Co. | Common Stocks | 24,346 | — | $2.1M | 7.4% | |
| 500 INDEX FUND JOHN HANCOCK USA · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $2.1M | 7.4% | |
| John Hancock Life Insurance Co. | Common Stocks | 13,436 | — | $1.8M | 6.2% | |
| PARNASSUS CORE EQUITY FUND JOHN HANCOCK USA · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $1.8M | 6.2% | |
| John Hancock Life Insurance Co. | Common Stocks | 32,440 | — | $1.5M | 5.3% | |
| VANGUARD TARGET RET 2020 JOHN HANCOCK USA · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $1.5M | 5.3% | |
| John Hancock Life Insurance Co. | Common Stocks | 15,216 | — | $957K | 3.3% | |
| VANGUARD TARGET RET 2040 JOHN HANCOCK USA · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $957K | 3.3% | |
| John Hancock Life Insurance Co. | Common Stocks | 9,954 | — | $855K | 3.0% | |
| VANGUARD VALUE INDEX FUND JOHN HANCOCK USA · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $855K | 3.0% | |
| John Hancock Life Insurance Co. | Common Stocks | 28,344 | — | $825K | 2.9% | |
| VANGUARD TARGET RET 2025 JOHN HANCOCK USA · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $825K | 2.9% | |
| John Hancock Life Insurance Co. | Common Stocks | 18,694 | — | $731K | 2.5% | |
| JH MULTIMANAGER AGGRESSIVE LS JOHN HANCOCK USA · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $731K | 2.5% | |
| John Hancock Life Insurance Co. | Common Stocks | 28,414 | — | $702K | 2.4% | |
| JH MULTIMANAGER MODERATE LS JOHN HANCOCK USA · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $702K | 2.4% | |
| John Hancock Life Insurance Co. | Common Stocks | 12,427 | — | $680K | 2.4% | |
| VANGUARD TARGET RET 2030 JOHN HANCOCK USA · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $680K | 2.4% | |
| John Hancock Life Insurance Co. | Common Stocks | 5,062 | — | $594K | 2.1% | |
| PGIM JENNISON MID CAP GROWTH JOHN HANCOCK USA · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $594K | 2.1% | |
| John Hancock Life Insurance Co. | Common Stocks | 8,826 | — | $589K | 2.0% | |
| VANGUARD TARGET RET 2050 JOHN HANCOCK USA · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $589K | 2.0% | |
| John Hancock Life Insurance Co. | Common Stocks | 19,002 | — | $486K | 1.7% | |
| INTL EQUITY INDEX FUND JOHN HANCOCK USA · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $486K | 1.7% | |
| John Hancock Life Insurance Co. | Common Stocks | 6,407 | — | $463K | 1.6% | |
| VANGUARD TARGET RET 2055 JOHN HANCOCK USA · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $463K | 1.6% | |
| John Hancock Life Insurance Co. | Common Stocks | 13,565 | — | $411K | 1.4% | |
| JH MULTIMANAGER BALANCED LS JOHN HANCOCK USA · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $411K | 1.4% | |
| John Hancock Life Insurance Co. | Common Stocks | 8,072 | — | $332K | 1.2% | |
| VANGUARD TARGET RET 2045 JOHN HANCOCK USA · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $332K | 1.2% | |
| John Hancock Life Insurance Co. | Common Stocks | 6,340 | — | $331K | 1.2% | |
| JPMORGAN U.S. EQUITY FUND JOHN HANCOCK USA · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $331K | 1.2% | |
| John Hancock Life Insurance Co. | Common Stocks | 24,324 | — | $328K | 1.1% | |
| FIDELITY ADVISOR TOTAL BOND JOHN HANCOCK USA · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $328K | 1.1% | |
| John Hancock Life Insurance Co. | Common Stocks | 2,881 | — | $304K | 1.1% | |
| CAPITAL WORLD GROWTH & INCOME JOHN HANCOCK USA · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $304K | 1.1% | |
| John Hancock Life Insurance Co. | Common Stocks | 7,848 | — | $283K | 1.0% | |
| JH MULTIMANAGER GROWTH LS JOHN HANCOCK USA · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $283K | 1.0% | |
| John Hancock Life Insurance Co. | Common Stocks | 15,454 | — | $276K | 1.0% | |
| STRATEGIC INCOME OPP FUND JOHN HANCOCK USA · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $276K | 1.0% | |
| John Hancock Life Insurance Co. | Common Stocks | 3,895 | — | $231K | 0.8% | |
| AF AMERICAN BALANCED FUND JOHN HANCOCK USA · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $231K | 0.8% | |
| John Hancock Life Insurance Co. | Common Stocks | 15,767 | — | $222K | 0.8% | |
| JPMORGAN CORE BOND FUND JOHN HANCOCK USA · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $222K | 0.8% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
