Jackie Hooper signed Easterseals MORC's 2023 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Easterseals MORC's EIN is 38-1402860.
Download the official 2023 Form 5500 (PDF) for Easterseals MORC from the U.S. Department of Labor's EFAST2 system.
Download the official 2023 Form 5500 (PDF)Easterseals MORC'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.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| JOHN HANCOCK | 01-0233346 | — | RECORDKEEPER | $106K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| M HOLDINGS SECURITIES INC | 91-1802259 | — | ADVISOR | $111K | — |
Rows tagged as a trust or pooled fund hold many underlying securities. Click one to drill into its own Schedule of Assets — where the individual funds, shares, and CUSIPs live.
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| [Assets held in registered investment companies (mutual funds)] | Other | — | — | $14.3M | 18.5% | |
| MFS International Diversification Fund R6 | Mutual Funds | — | — | $13.5M | 17.5% | |
| Dodge & Cox Dodge & Cox Income I | Mutual Funds | — | — | $9.0M | 11.6% | |
| John Hancock Trust Company LLC Stable Value Guaranteed Inc | Stable Value | — | — | $7.1M | 9.1% | |
| Putnam Large Cap Value R6 | Mutual Funds | — | — | $6.5M | 8.4% | |
| Fidelity Blue Chip Growth K6 | Mutual Funds | — | — | $6.3M | 8.2% | |
| Thornburg Strategic Inc R6 | Common Stocks | — | — | $4.4M | 5.7% | |
| Allspring Special Mid Cap Value I | Other securities | — | — | $2.4M | 3.1% | |
| Fidelity Small Cap Growth K6 | Mutual Funds | — | — | $2.4M | 3.1% | |
| BlackRock Mid-Cap Growth Eqty Prt Inst | Other securities | — | — | $2.4M | 3.0% | |
| Fidelity Mid Cap Index Fund | Common Collective Trusts | — | — | $2.3M | 3.0% | |
| Victory Sycamore Small Company Opp R6 | Common Stocks | — | — | $2.3M | 3.0% | |
| Vanguard Small Cap Index Fund Adm | Common Collective Trusts | — | — | $1.7M | 2.2% | |
| American Funds New World Fund R6 | Mutual Funds | — | — | $1.6M | 2.1% | |
| Participant loans Maturing at various dates, with interest rates from 3.25% to 9.5% | Bonds / Notes | — | — | $939K | 1.2% | |
| Fidelity International Index Fund | Common Collective Trusts | — | — | $129K | 0.2% | |
| American Funds Balanced Fund R6 | Mutual Funds | — | — | $25K | <0.1% | |
| Fidelity US Bond Index Fund | Common Collective Trusts | — | — | $23K | <0.1% | |
| JP Morgan US Govt MMkt Cap Cl | Other securities | — | — | $10K | <0.1% | |
| FA STABLE VALUE III FIDELITY MANAGEMENT TRUST COMPANY · EIN 04-3022712 / PN 026 | Common Collective Trust | — | — | $0 | <0.1% |
