Julie Gettys signed Sitelock, LLC's 2022 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Sitelock, LLC's EIN is 27-2595655.
Download the official 2022 Form 5500 (PDF) for Sitelock, LLC from the U.S. Department of Labor's EFAST2 system.
Download the official 2022 Form 5500 (PDF)Sitelock, LLC's plan includes ERISA 404(c) participant direction, a 401(k) feature, profit-sharing.
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 |
|---|---|---|---|---|---|
| EDWARD D. JONES & CO., L.P. | 43-0345811 | — | RIA | $8K | — |
| WILSHIRE ASSOCIATES INC | 95-2755361 |
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 | |||||
|---|---|---|---|---|---|---|
| TIAA-CREF LIFECYCLE INDEX 2035 JOHN HANCOCK · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $376K | 19.9% | |
| TIAA-CREF LIFECYCLE INDEX 2055 JOHN HANCOCK · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $225K | 11.9% | |
| John Hancock Life Ins. Co. John Hancock Multi-Index LS Balanced | Common Stocks | — | — | $223K | 11.8% | |
| JH LIFESTYLE BLEND BALANCED JOHN HANCOCK LIFE INSURANCE COMPANY U.S.A. · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $223K | 11.8% | |
| John Hancock Life Ins. Co. John Hancock Multi-Index LS Growth | Common Stocks | — | — | $105K | 5.6% | |
| JH LIFESTYLE BLEND GROWTH JOHN HANCOCK LIFE INSURANCE COMPANY U.S.A. · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $105K | 5.6% | |
| TIAA-CREF LIFECYCLE INDEX 2060 JOHN HANCOCK · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $100K | 5.3% | |
| TIAA-CREF LIFECYCLE INDEX 2050 JOHN HANCOCK LIFE INSURANCE COMPANY U.S.A. · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $92K | 4.9% | |
| TIAA-CREF LIFECYCLE INDEX 2040 JOHN HANCOCK · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $88K | 4.6% | |
| TIAA-CREF LIFECYCLE INDEX 2030 JOHN HANCOCK · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $84K | 4.4% | |
| VANGUARD GROWTH INDEX FUND JOHN HANCOCK LIFE INSURANCE COMPANY U.S.A. · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $78K | 4.2% | |
| WASHINGTON MUTUAL INVESTORS JOHN HANCOCK LIFE INSURANCE COMPANY U.S.A. · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $67K | 3.6% | |
| 500 INDEX FUND JOHN HANCOCK LIFE INSURANCE COMPANY U.S.A. · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $54K | 2.9% | |
| VANGUARD SMALL CAP GROW INDEX JOHN HANCOCK LIFE INSURANCE COMPANY U.S.A. · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $54K | 2.9% | |
| TIAA-CREF LIFECYCLE INDEX 2045 JOHN HANCOCK LIFE INSURANCE COMPANY U.S.A. · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $48K | 2.5% | |
| Notes receivable with maturity dates through December Plan participants 2026 and interest rates ranging from 3.25%-8% -0- | Bonds / Notes | — | — | $42K | 2.2% | |
| VANGUARD TOT WLD STK INDEX ETF JOHN HANCOCK LIFE INSURANCE COMPANY U.S.A. · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $36K | 1.9% | |
| TIAA-CREF LIFECYCLE INDEX 2025 JOHN HANCOCK · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $30K | 1.6% | |
| AF AMERICAN BALANCED FUND JOHN HANCOCK LIFE INSURANCE COMPANY U.S.A. · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $29K | 1.6% | |
| VANGUARD SMALL CAP VALUE INDEX JOHN HANCOCK LIFE INSURANCE COMPANY U.S.A. · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $19K | 1.0% | |
| s * John Hancock Life Ins. Co. John Hancock Multi-Index LS Aggressive | Pooled Separate Accounts | — | — | $19K | 1.0% | |
| JH LIFESTYLE BLEND AGGRESSIVE JOHN HANCOCK LIFE INSURANCE COMPANY U.S.A. · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $19K | 1.0% | |
| TIAA-CREF LIFECYCLE INDEX 2065 JOHN HANCOCK · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $18K | 1.0% | |
| AF THE GROWTH FUND OF AMERICA JOHN HANCOCK LIFE INSURANCE COMPANY U.S.A. · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $18K | 0.9% | |
| John Hancock Life Ins. Co. John Hancock Multi-Index LS Moderate | Common Stocks | — | — | $15K | 0.8% | |
| JH LIFESTYLE BLEND MODERATE JOHN HANCOCK LIFE INSURANCE COMPANY U.S.A. · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $15K | 0.8% | |
| LORD ABBETT HIGH YIELD FUND JOHN HANCOCK LIFE INSURANCE COMPANY U.S.A. · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $9K | 0.5% | |
| WISDOMTREE MIDCAP DIVIDEND ETF JOHN HANCOCK LIFE INSURANCE COMPANY U.S.A. · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $8K | 0.4% | |
| JPMORGAN CORE BOND FUND JOHN HANCOCK LIFE INSURANCE COMPANY U.S.A. · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $8K | 0.4% | |
| John Hancock Life Ins. Co. John Hancock Multi-Index LS Conservative | Common Stocks | — | — | $7K | 0.4% | |
| JH LIFESTYLE BLN CONSERVATIVE JOHN HANCOCK LIFE INSURANCE COMPANY U.S.A. · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $7K | 0.4% | |
| WISDOMTREE MIDCAP ETF JOHN HANCOCK LIFE INSURANCE COMPANY U.S.A. · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $7K | 0.4% | |
| FIDELITY REAL ESTATE INDEX JOHN HANCOCK LIFE INSURANCE COMPANY U.S.A. · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $6K | 0.3% | |
| DFA INFLATION-PROTECTED SEC JOHN HANCOCK LIFE INSURANCE COMPANY U.S.A. · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $5K | 0.3% | |
| HARTFORD MIDCAP FUND JOHN HANCOCK LIFE INSURANCE COMPANY U.S.A. · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $5K | 0.3% | |
| VANGUARD MID-CAP VALUE ETF JOHN HANCOCK LIFE INSURANCE COMPANY U.S.A. · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $2K | 0.1% | |
| VANGUARD VALUE INDEX FUND JOHN HANCOCK LIFE INSURANCE COMPANY U.S.A. · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $2K | <0.1% | |
| DFA U.S. SMALL CAP FUND JOHN HANCOCK LIFE INSURANCE COMPANY U.S.A. · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $2K | <0.1% | |
| DFA INTERNATIONAL VALUE JOHN HANCOCK LIFE INSURANCE COMPANY U.S.A. · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $1K | <0.1% | |
| JPMORGAN U.S. EQUITY FUND JOHN HANCOCK LIFE INSURANCE COMPANY U.S.A. · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $820 | <0.1% | |
| VANGUARD MID-CAP GROWTH ETF JOHN HANCOCK LIFE INSURANCE COMPANY U.S.A. · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $764 | <0.1% | |
| JOHN HANCOCK STABLE VAL JOHN HANCOCK LIFE INSURANCE COMPANY U.S.A. · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $630 | <0.1% | |
| AMERICAN FUNDS NEW PERSPECTIVE JOHN HANCOCK LIFE INSURANCE COMPANY U.S.A. · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $494 | <0.1% | |
| PGIM TOTAL RETURN BOND FUND JOHN HANCOCK LIFE INSURANCE COMPANY U.S.A. · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $44 | <0.1% | |
| TIAA-CREF LIFECYCLE INDEX 2020 JOHN HANCOCK · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $34 | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| — |
| RIA |
| $401 |
| — |
