ABBY Weatherby signed Relatient, Inc.'s 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Relatient, Inc.'s EIN is 45-5445868.
Download the official 2024 Form 5500 (PDF) for Relatient, Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Relatient, 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 CO | 01-0233346 | — | RECORDKEEPER | $2K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| WORLD INVESTMENT ADVISORS | 61-1758632 | — | RIA | $37K | — |
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 JHB 2055 | Other securities | — | — | $1.4M | 16.7% | |
| JH LIFETIME BLEND 2055 CIT JOHN HANCOCK USA · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $1.4M | 16.6% | |
| John Hancock JHB 2060 | Other securities | — | — | $1.2M | 14.7% | |
| JH LIFETIME BLEND 2060 CIT JOHN HANCOCK USA · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $1.2M | 14.6% | |
| John Hancock JHB 2050 | Other securities | — | — | $1.2M | 14.2% | |
| JH LIFETIME BLEND 2050 CIT JOHN HANCOCK USA · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $1.2M | 14.1% | |
| John Hancock 500 Index Fund | Common Collective Trusts | — | — | $1.1M | 13.0% | |
| 500 INDEX FUND JOHN HANCOCK USA · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $1.1M | 12.9% | |
| John Hancock JHB 2040 | Other securities | — | — | $748K | 9.0% | |
| JH LIFETIME BLEND 2040 CIT JOHN HANCOCK USA · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $739K | 8.9% | |
| John Hancock JHB 2045 | Other securities | — | — | $606K | 7.3% | |
| JH LIFETIME BLEND 2045 CIT JOHN HANCOCK USA · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $603K | 7.3% | |
| JP MORGAN LARGE CAP GROWTH JOHN HANCOCK USA · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $473K | 5.7% | |
| John Hancock JHB 2030 | Other securities | — | — | $321K | 3.9% | |
| JH LIFETIME BLEND 2030 CIT JOHN HANCOCK USA · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $318K | 3.8% | |
| John Hancock Lord Abbett BDF ** 284 * John Hancock JPMorgan Equity Income Fund | Mutual Funds | — | — | $210K | 2.5% | |
| John Hancock JHB 2035 | Other securities | — | — | $205K | 2.5% | |
| JPMORGAN EQUITY INCOME FUND JOHN HANCOCK USA · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $205K | 2.5% | |
| JH LIFETIME BLEND 2035 CIT JOHN HANCOCK USA · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $204K | 2.5% | |
| John Hancock JHB 2065 | Other securities | — | — | $168K | 2.0% | |
| JH LIFETIME BLEND 2065 CIT JOHN HANCOCK USA · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $164K | 2.0% | |
| John Hancock Small Cap World Fund | Other securities | — | — | $114K | 1.4% | |
| AMERICAN FUNDS SMALLCAP WORLD JOHN HANCOCK USA · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $113K | 1.4% | |
| John Hancock Fidelity International Index Fund | Common Collective Trusts | — | — | $101K | 1.2% | |
| FIDELITY INTERNATIONAL INDEX JOHN HANCOCK USA · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $101K | 1.2% | |
| SMALL CAP INDEX FUND JOHN HANCOCK USA · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $82K | 1.0% | |
| John Hancock MFS Mid Cap Growth Fund | Mutual Funds | — | — | $61K | 0.7% | |
| MFS MID CAP GROWTH FUND JOHN HANCOCK USA · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $61K | 0.7% | |
| MID CAP INDEX FUND JOHN HANCOCK USA · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $60K | 0.7% | |
| MFS MID CAP VALUE FUND JOHN HANCOCK USA · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $49K | 0.6% | |
| John Hancock JHB 2025 | Other securities | — | — | $43K | 0.5% | |
| JH LIFETIME BLEND 2025 CIT JOHN HANCOCK USA · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $42K | 0.5% | |
| John Hancock ClearBridge Large Cap Growth | Other securities | — | — | $37K | 0.4% | |
| CLEARBRIDGE LARGE CAP GROWTH JOHN HANCOCK USA · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $37K | 0.4% | |
| John Hancock MFS IDF | Mutual Funds | — | — | $32K | 0.4% | |
| MFS INTL DIVERSIFICATION FUND JOHN HANCOCK USA · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $32K | 0.4% | |
| John Hancock JHB 2015 | Other securities | — | — | $32K | 0.4% | |
| JH LIFETIME BLEND 2015 CIT JOHN HANCOCK USA · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $32K | 0.4% | |
| John Hancock American Century EM Fund | Other securities | — | — | $21K | 0.3% | |
| AMERICAN CENTURY EM FUND JOHN HANCOCK USA · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $21K | 0.3% | |
| John Hancock Opportunity | Other securities | — | — | $16K | 0.2% | |
| ROYCE SMALL-CAP OPPORTUNITY JOHN HANCOCK USA · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $16K | 0.2% | |
| John Hancock Interest-bearing cash | Cash / Money Market | — | — | $14K | 0.2% | |
| John Hancock Janus Henderson Triton Fund | Mutual Funds | — | — | $13K | 0.2% | |
| JANUS HENDERSON TRITON FUND JOHN HANCOCK USA · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $13K | 0.2% | |
| John Hancock Vanguard Total Bond Market Index | Mutual Funds | — | — | $11K | 0.1% | |
| VANGUARD TOTAL BOND MARKET IDX JOHN HANCOCK USA · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $11K | 0.1% | |
| John Hancock JH Bond | Other securities | — | — | $9K | 0.1% | |
| JOHN HANCOCK BOND FUND JOHN HANCOCK USA · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $9K | 0.1% | |
| John Hancock Stable Value | Stable Value | — | — | $8K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
