David Walczynski signed Independence Plus, Inc.'s 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Independence Plus, Inc.'s EIN is 36-3641612.
Download the official 2024 Form 5500 (PDF) for Independence Plus, Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Independence Plus, Inc.'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 LIFE INS CO | 01-0233346 | — | RECORDKEEPER | $5K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| NORTHWESTERN MUTUAL | 39-2018056 | — | RIA | $26K | — |
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 | |||||
|---|---|---|---|---|---|---|
| 500 INDEX FUND JOHN HANCOCK LIFE INS CO USA · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $1.2M | 18.6% | |
| AMERICAN FUNDS 2025 TD JOHN HANCOCK LIFE INS CO USA · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $798K | 12.2% | |
| AMERICAN FUNDS 2035 TD JOHN HANCOCK LIFE INS CO USA · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $776K | 11.9% | |
| AMERICAN FUNDS 2040 TD JOHN HANCOCK LIFE INS CO USA · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $603K | 9.2% | |
| AMERICAN FUNDS 2030 TD JOHN HANCOCK LIFE INS CO USA · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $493K | 7.5% | |
| AMERICAN FUNDS 2045 TD JOHN HANCOCK LIFE INS CO USA · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $430K | 6.6% | |
| AMERICAN FUNDS 2050 TD JOHN HANCOCK LIFE INS CO USA · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $384K | 5.9% | |
| AMERICAN FUNDS 2060 TD JOHN HANCOCK LIFE INS CO USA · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $373K | 5.7% | |
| AMERICAN FUNDS 2020 TD JOHN HANCOCK LIFE INS CO USA · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $369K | 5.7% | |
| AMERICAN FUNDS 2055 TD JOHN HANCOCK LIFE INS CO USA · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $351K | 5.4% | |
| AMERICAN FUNDS 2065 TD JOHN HANCOCK LIFE INS CO USA · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $189K | 2.9% | |
| Participant loans 4.25% - 9.50% -0- | Bonds / Notes | — | — | $179K | 2.7% | |
| MID CAP INDEX FUND JOHN HANCOCK LIFE INS CO USA · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $55K | 0.8% | |
| BLUE CHIP GROWTH FUND JOHN HANCOCK LIFE INS CO USA · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $40K | 0.6% | |
| AMERICAN FUNDS 2015 TD JOHN HANCOCK LIFE INS CO USA · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $20K | 0.3% | |
| VANGUARD MID-CAP VALUE ETF JOHN HANCOCK LIFE INS CO USA · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $18K | 0.3% | |
| CAPITAL WORLD GROWTH & INCOME JOHN HANCOCK LIFE INS CO USA · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $18K | 0.3% | |
| JANUS HENDERSON GBL EQ INCOME JOHN HANCOCK LIFE INS CO USA · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $17K | 0.3% | |
| AF CAPITAL INCOME BUILDER JOHN HANCOCK LIFE INS CO USA · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $16K | 0.2% | |
| AF THE INCOME FUND OF AMERICA JOHN HANCOCK LIFE INS CO USA · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $15K | 0.2% | |
| INTL EQUITY INDEX FUND JOHN HANCOCK LIFE INS CO USA · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $13K | 0.2% | |
| VANGUARD VALUE INDEX FUND JOHN HANCOCK LIFE INS CO USA · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $13K | 0.2% | |
| JPMORGAN CORE BOND FUND JOHN HANCOCK LIFE INS CO USA · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $12K | 0.2% | |
| THRIVENT MID CAP GROWTH FUND JOHN HANCOCK LIFE INS CO USA · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $11K | 0.2% | |
| INVESCO SMALL CAP GROWTH JOHN HANCOCK LIFE INS CO USA · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $10K | 0.1% | |
| JOHN HANCOCK STABLE VAL JOHN HANCOCK LIFE INS CO USA · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $9K | 0.1% | |
| AMERICAN CENTURY SMALL CAP VAL JOHN HANCOCK LIFE INS CO USA · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $9K | 0.1% | |
| AMERICAN FUNDS 2010 TD JOHN HANCOCK LIFE INS CO USA · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $6K | <0.1% | |
| AMERICAN FUNDS NEW PERSPECTIVE JOHN HANCOCK LIFE INS CO USA · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $6K | <0.1% | |
| PARNASSUS CORE EQUITY FUND JOHN HANCOCK LIFE INS CO USA · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $5K | <0.1% | |
| AMERICAN FUNDS EUROPAC GROWTH JOHN HANCOCK LIFE INS CO USA · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $5K | <0.1% | |
| LORD ABBETT CORE FIXED INCOME JOHN HANCOCK LIFE INS CO USA · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $4K | <0.1% | |
| SMALL CAP INDEX FUND JOHN HANCOCK LIFE INS CO USA · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $4K | <0.1% | |
| JOHN HANCOCK MID CAP GROWTH JOHN HANCOCK LIFE INS CO USA · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $3K | <0.1% | |
| PIMCO REAL RETURN JOHN HANCOCK LIFE INS CO USA · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $3K | <0.1% | |
| REAL EST SECURITIES FUND JOHN HANCOCK LIFE INS CO USA · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $2K | <0.1% | |
| DFA US SMALL CAP FUND JOHN HANCOCK LIFE INS CO USA · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $813 | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
