David Weimer signed Youngstown Orthopaedic Associates, Ltd.'s 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Youngstown Orthopaedic Associates, Ltd.'s EIN is 34-1972661.
Download the official 2024 Form 5500 (PDF) for Youngstown Orthopaedic Associates, Ltd. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Youngstown Orthopaedic Associates, Ltd.'s plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, 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 USA | 01-0233346 | — | RECORDKEEPER | $1K | — |
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 | |||||
|---|---|---|---|---|---|---|
| AMERICAN FUNDS 2035 TD JOHN HANCOCK USA · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $5.3M | 18.5% | |
| John Hancock Life Insurance Co. (U.S.A.) American Funds 2035 TD | Mutual Funds | — | — | $5.3M | 18.5% | |
| AF THE INCOME FUND OF AMERICA JOHN HANCOCK USA · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $2.2M | 7.5% | |
| AMERICAN FUNDS 2030 TD JOHN HANCOCK USA · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $2.1M | 7.2% | |
| AF AMERICAN BALANCED FUND JOHN HANCOCK USA · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $1.8M | 6.2% | |
| AMERICAN FUNDS 2040 TD JOHN HANCOCK USA · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $1.7M | 5.8% | |
| AMERICAN FUNDS 2055 TD JOHN HANCOCK USA · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $1.4M | 4.8% | |
| AF THE GROWTH FUND OF AMERICA JOHN HANCOCK USA · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $1.2M | 4.3% | |
| SCIENCE & TECHNOLOGY FUND JOHN HANCOCK USA · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $1.1M | 3.9% | |
| JH MULTIMANAGER BALANCED LS JOHN HANCOCK USA · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $1.1M | 3.8% | |
| WASHINGTON MUTUAL INVESTORS JOHN HANCOCK USA · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $964K | 3.4% | |
| JH MULTIMANAGER GROWTH LS JOHN HANCOCK USA · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $783K | 2.7% | |
| BLUE CHIP GROWTH FUND JOHN HANCOCK USA · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $702K | 2.4% | |
| AMERICAN FUNDS EUROPAC GROWTH JOHN HANCOCK USA · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $687K | 2.4% | |
| JOHN HANCOCK MID CAP GROWTH JOHN HANCOCK USA · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $672K | 2.3% | |
| AMERICAN FUNDS 2050 TD JOHN HANCOCK USA · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $642K | 2.2% | |
| INVESCO PREMIER US GOVT MONEY JOHN HANCOCK USA · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $523K | 1.8% | |
| ROYCE SMALL-CAP OPPORTUNITY JOHN HANCOCK USA · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $390K | 1.4% | |
| CORE BOND FUND JOHN HANCOCK USA · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $381K | 1.3% | |
| AMERICAN FUNDS NEW PERSPECTIVE JOHN HANCOCK USA · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $328K | 1.1% | |
| 500 INDEX FUND JOHN HANCOCK USA · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $327K | 1.1% | |
| INVESCO OPP INTL GROWTH FUND JOHN HANCOCK USA · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $319K | 1.1% | |
| AMERICAN FUNDS 2060 TD JOHN HANCOCK USA · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $317K | 1.1% | |
| PIMCO REAL RETURN JOHN HANCOCK USA · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $311K | 1.1% | |
| AF US GOVERNMENT SECURITIES JOHN HANCOCK USA · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $280K | 1.0% | |
| CAPITAL APPRECIATION FUND JOHN HANCOCK USA · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $268K | 0.9% | |
| T. ROWE PRICE HEALTH SCI JOHN HANCOCK USA · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $260K | 0.9% | |
| VANGUARD VALUE INDEX FUND JOHN HANCOCK USA · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $251K | 0.9% | |
| JOHN HANCOCK DISCIPLINED VALUE JOHN HANCOCK USA · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $243K | 0.8% | |
| VANGUARD SHORT-TERM BOND INDEX JOHN HANCOCK USA · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $236K | 0.8% | |
| MFS UTILITIES FUND JOHN HANCOCK USA · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $206K | 0.7% | |
| John Hancock Life Insurance Co. (U.S.A.) Cash/Forfeiture | Cash / Money Market | — | — | $161K | 0.6% | |
| SPROTT GOLD EQUITY FUND JOHN HANCOCK USA · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $147K | 0.5% | |
| PIMCO COMMODITY REAL RETURN JOHN HANCOCK USA · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $141K | 0.5% | |
| AMERICAN FUNDS 2025 TD JOHN HANCOCK USA · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $127K | 0.4% | |
| VANGUARD ENERGY FUND JOHN HANCOCK USA · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $124K | 0.4% | |
| JOHN HANCOCK INTL GROWTH JOHN HANCOCK USA · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $123K | 0.4% | |
| MID CAP INDEX FUND JOHN HANCOCK USA · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $109K | 0.4% | |
| PIMCO ALL ASSET JOHN HANCOCK USA · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $106K | 0.4% | |
| STRATEGIC INCOME OPP FUND JOHN HANCOCK USA · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $103K | 0.4% | |
| AMERICAN FUNDS 2045 TD JOHN HANCOCK USA · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $102K | 0.4% | |
| SMALL CAP INDEX FUND JOHN HANCOCK USA · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $91K | 0.3% | |
| VANGUARD GROWTH INDEX FUND JOHN HANCOCK USA · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $76K | 0.3% | |
| AMERICAN FUNDS FUNDAMENTAL INV JOHN HANCOCK USA · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $62K | 0.2% | |
| AMERICAN FUNDS SMALLCAP WORLD JOHN HANCOCK USA · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $43K | 0.1% | |
| JH MULTIMANAGER CONSERV LS JOHN HANCOCK USA · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $40K | 0.1% | |
| MUTUAL GLOBAL DISCOVERY JOHN HANCOCK USA · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $39K | 0.1% | |
| Participant Loans Interest Rate 8.0% to 9.50% | Bonds / Notes | — | — | $35K | 0.1% | |
| AMERICAN FUNDS 2065 TD JOHN HANCOCK USA · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $31K | 0.1% | |
| JH MULTIMANAGER AGGRESSIVE LS JOHN HANCOCK USA · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $24K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
