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 | $3K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| CAMBRIDGE INVESTMENT RESEARCH | 42-1445429 | — | INVESTMENT ADVISOR | $15K | — |
| ACCEL WEALTH MANAGEMENT LLC | 47-2112548 |
Rows tagged as a trust or pooled fund hold many underlying securities. Click one to drill into its own Schedule of Assets — where the individual funds, shares, and CUSIPs live.
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| John Hancock Life Insurance Company | Other securities | — | — | $3.1M | 30.8% | |
| VANGUARD TARGET RET 2030 JOHN HANCOCK USA · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $3.1M | 30.8% | |
| John Hancock Life Insurance Company | Other securities | — | — | $1.2M | 12.1% | |
| VANGUARD TARGET RET 2050 JOHN HANCOCK USA · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $1.2M | 12.1% | |
| John Hancock Life Insurance Company | Other securities | — | — | $1.2M | 11.9% | |
| VANGUARD TARGET RET 2035 JOHN HANCOCK USA · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $1.2M | 11.9% | |
| John Hancock Life Insurance Company | Other securities | — | — | $1.0M | 10.3% | |
| VANGUARD TARGET RET 2055 JOHN HANCOCK USA · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $1.0M | 10.3% | |
| John Hancock Life Insurance Company | Other securities | — | — | $652K | 6.6% | |
| VANGUARD TARGET RET 2025 JOHN HANCOCK USA · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $652K | 6.6% | |
| John Hancock Life Insurance Company | Other securities | — | — | $601K | 6.1% | |
| RELIANCE METLIFE STABLE VALUE JOHN HANCOCK USA · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $601K | 6.1% | |
| John Hancock Life Insurance Company | Other securities | — | — | $597K | 6.0% | |
| VANGUARD TARGET RET 2045 JOHN HANCOCK USA · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $597K | 6.0% | |
| John Hancock Life Insurance Company | Other securities | — | — | $428K | 4.3% | |
| VANGUARD TARGET RET 2060 JOHN HANCOCK USA · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $428K | 4.3% | |
| John Hancock Life Insurance Company | Other securities | — | — | $329K | 3.3% | |
| VANGUARD TARGET RET 2065 JOHN HANCOCK USA · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $329K | 3.3% | |
| Participants | Other securities | — | — | $312K | 3.1% | |
| John Hancock Life Insurance Company | Other securities | — | — | $295K | 3.0% | |
| VANGUARD TARGET RET 2040 JOHN HANCOCK USA · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $295K | 3.0% | |
| John Hancock Life Insurance Company | Other securities | — | — | $65K | 0.7% | |
| VANGUARD GROWTH INDEX FUND JOHN HANCOCK USA · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $65K | 0.7% | |
| John Hancock Life Insurance Company | Other securities | — | — | $37K | 0.4% | |
| VANGUARD VALUE INDEX FUND JOHN HANCOCK USA · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $37K | 0.4% | |
| John Hancock Life Insurance Company | Other securities | — | — | $26K | 0.3% | |
| AMERICAN CENTURY HERITAGE JOHN HANCOCK USA · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $26K | 0.3% | |
| JOHN HANCOCK U.S. GROWTH FUND JOHN HANCOCK USA · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $25K | 0.3% | |
| John Hancock Life Insurance Company | Other securities | — | — | $25K | 0.3% | |
| MFS MID-CAP VALUE FUND JOHN HANCOCK USA · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $25K | 0.3% | |
| John Hancock Life Insurance Company | Other securities | — | — | $24K | 0.2% | |
| JH MULTIMANAGER AGGRESSIVE LS JOHN HANCOCK USA · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $24K | 0.2% | |
| John Hancock Life Insurance Company | Other securities | — | — | $13K | 0.1% | |
| VANGUARD TARGET RET 2020 JOHN HANCOCK USA · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $13K | 0.1% | |
| John Hancock Life Insurance Company | Other securities | — | — | $10K | 0.1% | |
| VANGUARD TARGET RET INCOME JOHN HANCOCK USA · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $10K | 0.1% | |
| Matrix Trust Company | Other securities | — | — | $7K | <0.1% | |
| John Hancock Life Insurance Company | Other securities | — | — | $7K | <0.1% | |
| 500 INDEX FUND JOHN HANCOCK USA · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $7K | <0.1% | |
| John Hancock Life Insurance Company | Other securities | — | — | $6K | <0.1% | |
| John Hancock Life Insurance Company | Other securities | — | — | $6K | <0.1% | |
| VANGUARD MATERIALS INDEX FUND JOHN HANCOCK USA · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $6K | <0.1% | |
| John Hancock Life Insurance Company | Other securities | — | — | $1K | <0.1% | |
| ISHARES GOLD TRUST ETF JOHN HANCOCK USA · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $1K | <0.1% | |
| John Hancock Life Insurance Company | Other securities | — | — | $685 | <0.1% | |
| FIDELITY MID CAP INDEX FUND JOHN HANCOCK USA · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $685 | <0.1% | |
| John Hancock Life Insurance Company | Other securities | — | — | $448 | <0.1% | |
| INVESCO SMALL CAP GROWTH JOHN HANCOCK USA · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $448 | <0.1% | |
| John Hancock Life Insurance Company | Other securities | — | — | $438 | <0.1% | |
| PUTNAM LARGE CAP VALUE FUND JOHN HANCOCK USA · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $438 | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| — |
| INVESTMENT ADVISOR |
| $14K |
| — |
