Plan Fiduciary Services, Inc.'s EIN is 27-3523833.
Download the official 2024 Form 5500 (PDF) for Plan Fiduciary Services, Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Plan Fiduciary Services, Inc.'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 | — | RECORDKEEPING | $43K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| ONEDIGITAL INVESTMENTS | 43-1451524 | — | RIA | $0 | — |
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 pooled separate account] | Other | — | — | $88.1M | 98.4% | |
| AMERICAN FUNDS 2035 TD JOHN HANCOCK LIFE INSURANCE CO · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $7.8M | 8.7% | |
| AMERICAN FUNDS 2050 TD JOHN HANCOCK LIFE INSURANCE CO · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $7.0M | 7.8% | |
| AMERICAN FUNDS 2040 TD JOHN HANCOCK LIFE INSURANCE CO · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $6.9M | 7.8% | |
| AMERICAN FUNDS 2045 TD JOHN HANCOCK LIFE INSURANCE CO · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $6.5M | 7.3% | |
| AMERICAN FUNDS 2030 TD JOHN HANCOCK LIFE INSURANCE CO · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $6.2M | 7.0% | |
| 500 INDEX FUND JOHN HANCOCK LIFE INSURANCE CO · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $6.2M | 6.9% | |
| AMERICAN FUNDS 2055 TD JOHN HANCOCK LIFE INSURANCE CO · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $5.5M | 6.2% | |
| AMERICAN FUNDS 2060 TD JOHN HANCOCK LIFE INSURANCE CO · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $4.3M | 4.8% | |
| CAPITAL APPRECIATION FUND JOHN HANCOCK LIFE INSURANCE CO · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $4.3M | 4.8% | |
| AMERICAN FUNDS 2025 TD JOHN HANCOCK LIFE INSURANCE CO · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $3.5M | 3.9% | |
| JH MULTIMANAGER GROWTH LS JOHN HANCOCK LIFE INSURANCE CO · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $3.2M | 3.6% | |
| JOHN HANCOCK STABLE VAL JOHN HANCOCK LIFE INSURANCE CO · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $2.8M | 3.1% | |
| FUNDAMENTAL LARGE CAP VALUE JOHN HANCOCK LIFE INSURANCE CO · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $2.4M | 2.7% | |
| AMERICAN FUNDS 2065 TD JOHN HANCOCK LIFE INSURANCE CO · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $1.9M | 2.1% | |
| AMERICAN FUNDS 2020 TD JOHN HANCOCK LIFE INSURANCE CO · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $1.5M | 1.7% | |
| [Assets held in participant loans] | Other | — | — | $1.4M | 1.6% | |
| JH MULTIMANAGER BALANCED LS JOHN HANCOCK LIFE INSURANCE CO · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $1.4M | 1.6% | |
| VANGUARD MID-CAP GROWTH ETF JOHN HANCOCK LIFE INSURANCE CO · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $1.4M | 1.5% | |
| FIDELITY MID CAP INDEX FUND JOHN HANCOCK LIFE INSURANCE CO · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $1.2M | 1.3% | |
| VANGUARD MID-CAP VALUE ETF JOHN HANCOCK LIFE INSURANCE CO · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $1.1M | 1.3% | |
| JH MULTIMANAGER AGGRESSIVE LS JOHN HANCOCK LIFE INSURANCE CO · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $932K | 1.0% | |
| VANGUARD TARGET RET 2025 JOHN HANCOCK LIFE INSURANCE CO · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $906K | 1.0% | |
| ALLSPRING SPECIAL SCAP VALUE JOHN HANCOCK LIFE INSURANCE CO · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $898K | 1.0% | |
| AMERICAN FUNDS NEW PERSPECTIVE JOHN HANCOCK LIFE INSURANCE CO · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $782K | 0.9% | |
| VANGUARD TARGET RET 2050 JOHN HANCOCK LIFE INSURANCE CO · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $762K | 0.9% | |
| FEDERATED HIGH YIELD BOND JOHN HANCOCK LIFE INSURANCE CO · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $681K | 0.8% | |
| INVESCO SMALL CAP GROWTH JOHN HANCOCK LIFE INSURANCE CO · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $659K | 0.7% | |
| VANGUARD TARGET RET 2040 JOHN HANCOCK LIFE INSURANCE CO · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $627K | 0.7% | |
| CORE BOND FUND JOHN HANCOCK LIFE INSURANCE CO · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $619K | 0.7% | |
| PARNASSUS CORE EQUITY FUND JOHN HANCOCK LIFE INSURANCE CO · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $576K | 0.6% | |
| VANGUARD TARGET RET 2055 JOHN HANCOCK LIFE INSURANCE CO · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $571K | 0.6% | |
| VANGUARD TARGET RET 2035 JOHN HANCOCK LIFE INSURANCE CO · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $567K | 0.6% | |
| VANGUARD TARGET RET 2030 JOHN HANCOCK LIFE INSURANCE CO · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $535K | 0.6% | |
| TOTAL BOND MARKET FUND JOHN HANCOCK LIFE INSURANCE CO · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $511K | 0.6% | |
| FIDELITY INTERNATIONAL INDEX JOHN HANCOCK LIFE INSURANCE CO · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $507K | 0.6% | |
| JH MULTIMANAGER MODERATE LS JOHN HANCOCK LIFE INSURANCE CO · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $467K | 0.5% | |
| VANGUARD TARGET RET 2045 JOHN HANCOCK LIFE INSURANCE CO · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $371K | 0.4% | |
| JH MULTIMANAGER CONSERV LS JOHN HANCOCK LIFE INSURANCE CO · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $308K | 0.3% | |
| AMERICAN FUNDS 2010 TD JOHN HANCOCK LIFE INSURANCE CO · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $284K | 0.3% | |
| VANGUARD TARGET RET 2060 JOHN HANCOCK LIFE INSURANCE CO · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $272K | 0.3% | |
| NUVEEN SMALL-CAP BLEND INDEX JOHN HANCOCK LIFE INSURANCE CO · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $270K | 0.3% | |
| REAL EST. SECURITIES FUND JOHN HANCOCK LIFE INSURANCE CO · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $263K | 0.3% | |
| VANGUARD TARGET RET 2065 JOHN HANCOCK LIFE INSURANCE CO · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $225K | 0.3% | |
| JANUS HENDERSON GBL EQ INCOME JOHN HANCOCK LIFE INSURANCE CO · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $123K | 0.1% | |
| AMERICAN FUNDS 2015 TD JOHN HANCOCK LIFE INSURANCE CO · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $56K | <0.1% | |
| MID CAP INDEX FUND JOHN HANCOCK LIFE INSURANCE CO · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $49K | <0.1% | |
| VANGUARD TARGET RET INCOME JOHN HANCOCK LIFE INSURANCE CO · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $16K | <0.1% | |
| SMALL CAP VALUE FUND JOHN HANCOCK LIFE INSURANCE CO · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $9K | <0.1% | |
| INTL EQUITY INDEX FUND JOHN HANCOCK LIFE INSURANCE CO · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $5K | <0.1% |
| LPL FINANCIAL LLC - RPCP |
| 04-3046611 |
| — |
| RIA |
| $0 |
| — |
| RAYMOND JAMES & ASSOCIATES | 59-1237041 | — | RIA | $0 | — |
| SOUDERS FINANCIAL ADVISORS LLC | 82-4516448 | — | RIA | $0 | — |
| HDQ WEALTH, LLC | 84-3440970 | — | RIA | $0 | — |
