Jordan Hafen signed Westcor Companies LLC's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Westcor Companies LLC's EIN is 27-4507792.
Download the official 2024 Form 5500 (PDF) for Westcor Companies LLC from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Westcor Companies LLC's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, automatic enrollment, a default investment (QDIA).
Holdings are itemized directly on this plan's Schedule of Assets, below.
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 | |||||
|---|---|---|---|---|---|---|
| JH LIFETIME BLEND 2035 CIT R2 JOHN HANCOCK LIFE INSURANCE COMPANY · EIN 01-0233346 / PN 001 | Pooled Separate Account | — | — | $437K | 25.0% | |
| JH LIFETIME BLEND 2045 CIT R2 JOHN HANCOCK LIFE INSURANCE COMPANY · EIN 01-0233346 / PN 001 | Pooled Separate Account | — | — | $231K | 13.2% | |
| JH LIFETIME BLEND 2030 CIT R2 JOHN HANCOCK LIFE INSURANCE COMPANY · EIN 01-0233346 / PN 001 | Pooled Separate Account | — | — | $203K | 11.6% | |
| JH LIFETIME BLEND 2050 CIT R2 JOHN HANCOCK LIFE INSURANCE COMPANY · EIN 10-0233346 / PN 001 | Pooled Separate Account | — | — | $161K | 9.2% | |
| JH LIFETIME BLEND 2040 CIT R2 JOHN HANCOCK LIFE INSURANCE COMPANY · EIN 01-0233346 / PN 001 | Pooled Separate Account | — | — | $144K | 8.2% | |
| JH LIFETIME BLEND 2065 CIT R2 JOHN HANCOCK LIFE INSURANCE COMPANY · EIN 01-0233346 / PN 001 | Pooled Separate Account | — | — | $141K | 8.1% | |
| John Hancock Lifetime Blend 2010 Pooled Separate Accounts N/A 17 Notes receivable from participants Maturing 2025 - 2029 at interest rates of 4.25% - 9.5% - | Pooled Separate Accounts | — | — | $120K | 6.8% | |
| JH LIFETIME BLEND 2055 CIT R2 JOHN HANCOCK LIFE INSURANCE COMPANY · EIN 01-0233346 / PN 001 | Pooled Separate Account | — | — | $69K | 3.9% | |
| JH LIFETIME BLEND 2060 CIT R2 JOHN HANCOCK LIFE INSURANCE COMPANY · EIN 01-0233346 / PN 001 | Pooled Separate Account | — | — | $60K | 3.4% | |
| JH LIFETIME BLEND 2025 CIT R2 JOHN HANCOCK LIFE INSURANCE COMPANY · EIN 01-0233346 / PN 001 | Pooled Separate Account | — | — | $45K | 2.6% | |
| JOHN HANCOCK US GBL LDR GROW JOHN HANCOCK LIFE INSURANCE COMPANY · EIN 01-0233346 / PN 001 | Pooled Separate Account | — | — | $33K | 1.9% | |
| JOHN HANCOCK BALANCED FUND JOHN HANCOCK LIFE INSURANCE COMPANY · EIN 01-0233346 / PN 001 | Pooled Separate Account | — | — | $24K | 1.4% | |
| JOHN HANCOCK BOND FUND JOHN HANCOCK LIFE INSURANCE COMPANY · EIN 01-0233346 / PN 001 | Pooled Separate Account | — | — | $20K | 1.1% | |
| VANGUARD TARGET RET 2040 JOHN HANCOCK LIFE INSURANCE COMPANY · EIN 01-0233346 / PN 001 | Pooled Separate Account | — | — | $16K | 0.9% | |
| JH LIFETIME BLEND 2020 CIT R2 JOHN HANCOCK LIFE INSURANCE COMPANY · EIN 01-0233346 / PN 001 | Pooled Separate Account | — | — | $14K | 0.8% | |
| CAPITAL APPRECIATION FUND JOHN HANCOCK LIFE INSURANCE COMPANY · EIN 01-0233346 / PN 001 | Pooled Separate Account | — | — | $9K | 0.5% | |
| VANGUARD TARGET RET 2065 JOHN HANCOCK LIFE INSURANCE COMPANY · EIN 01-0233346 / PN 001 | Pooled Separate Account | — | — | $6K | 0.3% | |
| COLUMBIA GLOBAL VALUE FUND JOHN HANCOCK LIFE INSURANCE COMPANY · EIN 01-0233346 / PN 001 | Pooled Separate Account | — | — | $6K | 0.3% | |
| VANGUARD TARGET RET 2060 JOHN HANCOCK LIFE INSURANCE COMPANY · EIN 01-0233346 / PN 001 | Pooled Separate Account | — | — | $4K | 0.3% | |
| VANGUARD MID-CAP VALUE ETF JOHN HANCOCK LIFE INSURANCE COMPANY · EIN 01-0233346 / PN 001 | Pooled Separate Account | — | — | $3K | 0.2% | |
| JH DISCIPLINED VALUE INTL FUND JOHN HANCOCK LIFE INSURANCE COMPANY · EIN 01-0233346 / PN 001 | Pooled Separate Account | — | — | $3K | 0.2% | |
| JH LIFETIME BLEND 2010 CIT R2 JOHN HANCOCK LIFE INSURANCE COMPANY · EIN 01-0233346 / PN 001 | Pooled Separate Account | — | — | $17 | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
