Market Resource Partners LLC's EIN is 45-0474173.
Download the official 2024 Form 5500 (PDF) for Market Resource Partners LLC from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Market Resource Partners LLC's plan includes 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 USA | 01-0233346 | — | RECORDKEEPER | $0 | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| MERIDIAN WEALTH PARTNERS LLC | 81-5475391 | BLUE BELL, PA | RIA | $79K | — |
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 POOLED SEPARATE ACCTS JOHN HANCOCK USA · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $11.5M | 94.7% | |
| JH Multimanager Balanced LS | Other securities | — | — | $6.6M | 54.4% | |
| JH Multimanager Growth LS | Other securities | — | — | $1.2M | 10.0% | |
| 500 Index Fund | Common Collective Trusts | — | — | $591K | 4.9% | |
| JH Multimanager 2045 Lifetime | Other securities | — | — | $476K | 3.9% | |
| John Hancock Stable Val | Other securities | — | — | $408K | 3.4% | |
| Vanguard Growth Index Fund | Common Collective Trusts | — | — | $397K | 3.3% | |
| JH Multimanager 2055 Lifetime | Other securities | — | — | $317K | 2.6% | |
| JH Multimanager Aggressive LS | Other securities | — | — | $232K | 1.9% | |
| Dodge & Cox Stock Fund | Mutual Funds | — | — | $100K | 0.8% | |
| T. Rowe Price Sci & Tech | Other securities | — | — | $98K | 0.8% | |
| Capital Appreciation Fund | Other securities | — | — | $88K | 0.7% | |
| Vanguard Small Cap Grow Index | Mutual Funds | — | — | $84K | 0.7% | |
| Science & Technology Fund | Other securities | — | — | $79K | 0.7% | |
| Interest-bearing cash | Cash / Money Market | — | — | $76K | 0.6% | |
| Fidelity ContraFund | Mutual Funds | — | — | $65K | 0.5% | |
| JH Multimanager Conserv LS | Other securities | — | — | $60K | 0.5% | |
| John Hancock Intl Growth | Other securities | — | — | $56K | 0.5% | |
| Vanguard Small Cap Value Index | Mutual Funds | — | — | $53K | 0.4% | |
| JH Multimanager 2065 Lifetime | Other securities | — | — | $51K | 0.4% | |
| PIMCO Commodity Real Return | Mutual Funds | — | — | $46K | 0.4% | |
| Vanguard Mid-Cap Growth ETF | Mutual Funds | — | — | $45K | 0.4% | |
| Opportunistic Fixed Income | Other securities | — | — | $41K | 0.3% | |
| Vanguard Value Index Fund | Common Collective Trusts | — | — | $40K | 0.3% | |
| Core Bond Fund | Other securities | — | — | $30K | 0.2% | |
| PGIM Jennison Mid Cap Growth | Other securities | — | — | $29K | 0.2% | |
| JH Lifetime Blend 2010 CIT R2 | Common Collective Trusts | — | — | $28K | 0.2% | |
| JH Multimanager 2050 Lifetime | Other securities | — | — | $26K | 0.2% | |
| AF American Balanced Fund | Other securities | — | — | $25K | 0.2% | |
| John Hancock U.S. Growth Fund | Other securities | — | — | $23K | 0.2% | |
| JPMorgan MidCap Value Fund | Other securities | — | — | $22K | 0.2% | |
| Vanguard Mid-Cap Value ETF | Mutual Funds | — | — | $21K | 0.2% | |
| PIMCO Real Return | Mutual Funds | — | — | $19K | 0.2% | |
| Vanguard Explorer Fund | Mutual Funds | — | — | $18K | 0.1% | |
| Franklin Small-Mid Growth | Mutual Funds | — | — | $17K | 0.1% | |
| Vanguard Energy Fund | Mutual Funds | — | — | $17K | 0.1% | |
| 10-Year Compound | Other securities | — | — | $16K | 0.1% | |
| Intl Equity Index Fund | Common Collective Trusts | — | — | $14K | 0.1% | |
| JH Multimanager 2060 Lifetime | Other securities | — | — | $11K | <0.1% | |
| Fidelity Adv Leveraged Co Stk | Mutual Funds | — | — | $11K | <0.1% | |
| American Funds New World Fund | Mutual Funds | — | — | $11K | <0.1% | |
| Strategic Income Opp Fund | Other securities | — | — | $10K | <0.1% | |
| Invesco EQV Intl Equity Fund | Mutual Funds | — | — | $10K | <0.1% | |
| John Hancock Bond Fund | Other securities | — | — | $10K | <0.1% | |
| Fidelity Advisor Total Bond | Mutual Funds | — | — | $9K | <0.1% | |
| JH Lifetime Blend 2060 CIT R2 | Common Collective Trusts | — | — | $7K | <0.1% | |
| DFA Emerging Markets Value | Mutual Funds | — | — | $7K | <0.1% | |
| Blue Chip Growth Fund | Other securities | — | — | $6K | <0.1% | |
| AF The Growth Fund of America | Other securities | — | — | $5K | <0.1% | |
| JH Lifetime Blend 2055 CIT R2 | Common Collective Trusts | — | — | $5K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
