BRET Weiss signed WSB & Associates, Inc.'s 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
WSB & Associates, Inc.'s EIN is 41-1820018.
Download the official 2024 Form 5500 (PDF) for WSB & Associates, Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)WSB & Associates, 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 INSURANCE COMPANY | 01-0233346 | BUFFALO, NY | RECORDKEEPER | $2K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| RESOURCE INVESTMENT ADVISORS | 43-1451524 | OVERLAND PARK, KS | REGISTERED IN VESTMENT AD | $52K | — |
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 | |||||
|---|---|---|---|---|---|---|
| John Hancock Life | Other securities | — | — | $8.8M | 7.1% | |
| VANGUARD TARGET RET 2055 JOHN HANCOCK USA · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $8.8M | 7.1% | |
| John Hancock Life | Other securities | — | — | $7.6M | 6.1% | |
| VANGUARD TARGET RET 2050 JOHN HANCOCK USA · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $7.6M | 6.1% | |
| John Hancock Life | Other securities | — | — | $6.9M | 5.6% | |
| 500 INDEX FUND JOHN HANCOCK USA · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $6.9M | 5.6% | |
| John Hancock Life | Other securities | — | — | $6.1M | 4.9% | |
| VANGUARD TARGET RET 2045 JOHN HANCOCK USA · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $6.1M | 4.9% | |
| John Hancock Life | Other securities | — | — | $6.0M | 4.8% | |
| JH LIFESTYLE BLEND GROWTH JOHN HANCOCK USA · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $6.0M | 4.8% | |
| John Hancock Life | Other securities | — | — | $5.9M | 4.8% | |
| JPMORGAN LARGE CAP GROWTH JOHN HANCOCK USA · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $5.9M | 4.8% | |
| John Hancock Life | Other securities | — | — | $5.9M | 4.7% | |
| VANGUARD TARGET RET 2060 JOHN HANCOCK USA · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $5.9M | 4.7% | |
| John Hancock Life | Other securities | — | — | $5.7M | 4.6% | |
| VANGUARD TARGET RET 2030 JOHN HANCOCK USA · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $5.7M | 4.6% | |
| John Hancock Life | Other securities | — | — | $5.5M | 4.4% | |
| VANGUARD TARGET RET 2040 JOHN HANCOCK USA · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $5.5M | 4.4% | |
| John Hancock Life | Other securities | — | — | $5.5M | 4.4% | |
| JH LIFESTYLE BLEND AGGRESSIVE JOHN HANCOCK USA · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $5.5M | 4.4% | |
| John Hancock Life | Other securities | — | — | $4.9M | 3.9% | |
| CAPITAL APPRECIATION FUND JOHN HANCOCK USA · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $4.9M | 3.9% | |
| JOHN HANCOCK DISCIPLINED VALUE JOHN HANCOCK USA · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $4.2M | 3.4% | |
| John Hancock Life | Other securities | — | — | $4.2M | 3.4% | |
| MONEY MARKET FUND JOHN HANCOCK USA · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $4.2M | 3.4% | |
| John Hancock Life | Other securities | — | — | $3.7M | 3.0% | |
| SCIENCE & TECHNOLOGY FUND JOHN HANCOCK USA · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $3.7M | 3.0% | |
| John Hancock Life | Other securities | — | — | $3.3M | 2.7% | |
| VANGUARD VALUE INDEX FUND JOHN HANCOCK USA · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $3.3M | 2.7% | |
| John Hancock Life | Other securities | — | — | $3.0M | 2.5% | |
| VANGUARD TARGET RET 2035 JOHN HANCOCK USA · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $3.0M | 2.5% | |
| John Hancock Life | Other securities | — | — | $2.6M | 2.1% | |
| VANGUARD GROWTH INDEX FUND JOHN HANCOCK USA · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $2.6M | 2.1% | |
| John Hancock Life | Other securities | — | — | $2.2M | 1.8% | |
| VANGUARD TARGET RET 2065 JOHN HANCOCK USA · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $2.2M | 1.8% | |
| John Hancock Life | Other securities | — | — | $2.1M | 1.7% | |
| MID CAP INDEX FUND JOHN HANCOCK USA · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $2.1M | 1.7% | |
| John Hancock Life | Other securities | — | — | $2.1M | 1.7% | |
| VANGUARD TARGET RET 2025 JOHN HANCOCK USA · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $2.1M | 1.7% | |
| John Hancock Life | Other securities | — | — | $1.9M | 1.5% | |
| VANGUARD TARGET RET INCOME JOHN HANCOCK USA · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $1.9M | 1.5% | |
| John Hancock Life | Other securities | — | — | $1.8M | 1.4% | |
| JANUS HENDERSON ENTERPRISE JOHN HANCOCK USA · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $1.8M | 1.4% | |
| John Hancock Life | Other securities | — | — | $1.5M | 1.2% | |
| T. ROWE PRICE HEALTH SCI JOHN HANCOCK USA · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $1.5M | 1.2% | |
| John Hancock Life | Other securities | — | — | $1.4M | 1.1% | |
| STRATEGIC INCOME OPP FUND JOHN HANCOCK USA · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $1.4M | 1.1% | |
| John Hancock Life | Other securities | — | — | $1.4M | 1.1% | |
| AF AMERICAN BALANCED FUND JOHN HANCOCK USA · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $1.4M | 1.1% | |
| John Hancock Life | Other securities | — | — | $1.1M | 0.9% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
