Family Resources, Inc.'s EIN is 42-0698225.
Download the official 2024 Form 5500 (PDF) for Family Resources, Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Family Resources, Inc.'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 |
|---|---|---|---|---|---|
| MUTUAL OF AMERICA SEC. CORP LLC | — | NEW YORK, NY | RECORDKEEPER | $17K | — |
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 Sub-Account | Other securities | — | — | $736K | 26.5% | |
| JH 2045 LIFETIME BLEND JOHN HANCOCK USA · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $736K | 26.5% | |
| John Hancock Sub-Account | Other securities | — | — | $403K | 14.5% | |
| JH 2035 LIFETIME BLEND JOHN HANCOCK USA · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $403K | 14.5% | |
| John Hancock Sub-Account | Other securities | — | — | $320K | 11.5% | |
| JH 2060 LIFETIME BLEND JOHN HANCOCK USA · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $320K | 11.5% | |
| John Hancock Sub-Account | Other securities | — | — | $301K | 10.9% | |
| JH 2055 LIFETIME BLEND JOHN HANCOCK USA · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $301K | 10.9% | |
| John Hancock Sub-Account | Other securities | — | — | $264K | 9.5% | |
| JH 2050 LIFETIME BLEND JOHN HANCOCK USA · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $264K | 9.5% | |
| John Hancock Sub-Account | Other securities | — | — | $254K | 9.1% | |
| JH 2040 LIFETIME BLEND JOHN HANCOCK USA · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $254K | 9.1% | |
| John Hancock Sub-Account | Other securities | — | — | $180K | 6.5% | |
| JH 2065 LIFETIME BLEND JOHN HANCOCK USA · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $180K | 6.5% | |
| John Hancock Sub-Account | Other securities | — | — | $106K | 3.8% | |
| JH 2030 LIFETIME BLEND JOHN HANCOCK USA · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $106K | 3.8% | |
| Participant Loans | Participant loans | — | — | $74K | 2.7% | |
| John Hancock Sub-Account | Other securities | — | — | $47K | 1.7% | |
| JH 2025 LIFETIME BLEND JOHN HANCOCK USA · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $47K | 1.7% | |
| John Hancock Sub-Account | Other securities | — | — | $23K | 0.8% | |
| John Hancock Sub-Account | Other securities | — | — | $19K | 0.7% | |
| VANGUARD SMALL CAP VALUE INDEX JOHN HANCOCK USA · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $19K | 0.7% | |
| John Hancock Sub-Account | Other securities | — | — | $19K | 0.7% | |
| VANGUARD MID-CAP VALUE ETF JOHN HANCOCK USA · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $19K | 0.7% | |
| John Hancock Sub-Account | Other securities | — | — | $14K | 0.5% | |
| JH 2015 LIFETIME BLEND JOHN HANCOCK USA · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $14K | 0.5% | |
| John Hancock Sub-Account | Other securities | — | — | $10K | 0.4% | |
| 500 INDEX FUND JOHN HANCOCK USA · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $10K | 0.4% | |
| John Hancock Sub-Account | Other securities | — | — | $2K | <0.1% | |
| ISHARES MSCI EAFE GROWTH ETF JOHN HANCOCK USA · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $2K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
