CARA Frisella signed 1ST Phorm International, LLC's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
1ST Phorm International, LLC's EIN is 26-2839876.
Download the official 2024 Form 5500 (PDF) for 1ST Phorm International, LLC from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)1ST Phorm International, LLC's plan includes profit-sharing, a 401(k) feature, ERISA 404(c) participant direction, 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 |
|---|---|---|---|---|---|
| WILSHIRE ASSOCIATES INC (USA) | 95-2755361 | — | REGISTERED INVST ADVISOR | $879 | — |
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 | |||||
|---|---|---|---|---|---|---|
| s - John Hancock * John Hancock American Funds 2060 Target Date Retirement Fund | Pooled Separate Accounts | — | — | $1.2M | 22.3% | |
| AMERICAN FUNDS 2060 TD JOHN HANCOCK USA · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $1.2M | 22.0% | |
| John Hancock American Funds 2065 Target Date Retirement Fund | Mutual Funds | — | — | $1.0M | 19.0% | |
| AMERICAN FUNDS 2065 TD JOHN HANCOCK USA · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $1.0M | 18.8% | |
| John Hancock American Funds 2055 Target Date Retirement Fund | Mutual Funds | — | — | $712K | 13.3% | |
| AMERICAN FUNDS 2055 TD JOHN HANCOCK USA · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $702K | 13.1% | |
| John Hancock American Funds 2050 Target Date Retirement Fund | Mutual Funds | — | — | $535K | 10.0% | |
| AMERICAN FUNDS 2050 TD JOHN HANCOCK USA · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $528K | 9.9% | |
| John Hancock 500 Index Fund | Common Collective Trusts | — | — | $370K | 6.9% | |
| 500 INDEX FUND JOHN HANCOCK USA · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $363K | 6.8% | |
| John Hancock American Funds 2045 Target Date Retirement Fund | Mutual Funds | — | — | $340K | 6.4% | |
| AMERICAN FUNDS 2045 TD JOHN HANCOCK USA · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $336K | 6.3% | |
| John Hancock JPMorgan Large Cap Growth | Other securities | — | — | $157K | 2.9% | |
| JPMORGAN LARGE CAP GROWTH JOHN HANCOCK USA · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $155K | 2.9% | |
| John Hancock American Funds 2040 Target Date Retirement Fund | Mutual Funds | — | — | $134K | 2.5% | |
| John Hancock DFA US Large Cap Value Fund | Mutual Funds | — | — | $133K | 2.5% | |
| AMERICAN FUNDS 2040 TD JOHN HANCOCK USA · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $133K | 2.5% | |
| DFA US LARGE CAP VALUE FUND JOHN HANCOCK USA · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $131K | 2.5% | |
| John Hancock American Funds 2020 Target Date Retirement Fund | Mutual Funds | — | — | $93K | 1.7% | |
| AMERICAN FUNDS 2020 TD JOHN HANCOCK USA · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $91K | 1.7% | |
| John Hancock Franklin DynaTech Fund | Mutual Funds | — | — | $83K | 1.6% | |
| FRANKLIN DYNATECH FUND JOHN HANCOCK USA · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $83K | 1.5% | |
| John Hancock Baron Real Estate Fund | Other securities | — | — | $82K | 1.5% | |
| BARON REAL ESTATE FUND JOHN HANCOCK USA · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $81K | 1.5% | |
| John Hancock Science and Technology Fund | Other securities | — | — | $72K | 1.4% | |
| SCIENCE & TECHNOLOGY FUND JOHN HANCOCK USA · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $72K | 1.3% | |
| John Hancock EuroPacific Growth Fund | Other securities | — | — | $56K | 1.1% | |
| AMERICAN FUNDS EUROPAC GROWTH JOHN HANCOCK USA · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $56K | 1.0% | |
| John Hancock John Hancock Disciplined Value Mid Cap Fund | Other securities | — | — | $52K | 1.0% | |
| JH DISCIPLINED VALUE MID CAP JOHN HANCOCK USA · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $51K | 1.0% | |
| John Hancock John Hancock Small Cap Core | Other securities | — | — | $47K | 0.9% | |
| JOHN HANCOCK SMALL CAP CORE JOHN HANCOCK USA · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $46K | 0.9% | |
| John Hancock Vanguard International Growth Fund | Mutual Funds | — | — | $39K | 0.7% | |
| VANGUARD INTERNATIONAL GROWTH JOHN HANCOCK USA · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $38K | 0.7% | |
| John Hancock New World Fund | Other securities | — | — | $25K | 0.5% | |
| AMERICAN FUNDS NEW WORLD FUND JOHN HANCOCK USA · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $24K | 0.5% | |
| John Hancock Invesco Small Cap Growth Fund | Mutual Funds | — | — | $22K | 0.4% | |
| INVESCO SMALL CAP GROWTH JOHN HANCOCK USA · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $22K | 0.4% | |
| John Hancock American Century Small Cap Value Fund | Other securities | — | — | $18K | 0.3% | |
| John Hancock T. Rowe Price Science and Technology Fund | Other securities | — | — | $18K | 0.3% | |
| AMERICAN CENTURY SMALL CAP VAL JOHN HANCOCK USA · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $18K | 0.3% | |
| T. ROWE PRICE SCI & TECH JOHN HANCOCK USA · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $18K | 0.3% | |
| John Hancock Vanguard Total Bond Market Index Fund | Common Collective Trusts | — | — | $17K | 0.3% | |
| TOTAL BOND MARKET FUND JOHN HANCOCK USA · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $17K | 0.3% | |
| John Hancock Lord Abbett High Yield Fund | Mutual Funds | — | — | $16K | 0.3% | |
| LORD ABBETT HIGH YIELD FUND JOHN HANCOCK USA · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $15K | 0.3% | |
| John Hancock AB Small Cap Growth Fund | Other securities | — | — | $12K | 0.2% | |
| AB SMALL CAP GROWTH FUND JOHN HANCOCK USA · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $12K | 0.2% | |
| John Hancock DFA International Value Fund | Mutual Funds | — | — | $12K | 0.2% | |
| DFA INTERNATIONAL VALUE JOHN HANCOCK USA · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $12K | 0.2% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
