This plan doesn't hold securities directly — it invests through trusts. Click a trust below to drill into its securities.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| TRANSAMERICA LIFE INSURANCE COMPANY | 39-0989781 | — | RECORDKEEPER | $2K | — |
| JOHN HANCOCK LIFE INSURANCE COMPANY | 01-0233346 | — | RECORDKEEPER | $812 | — |
| STALKER & ASSOCIATES, INC. | 23-2756743 | — | RECORDKEEPER | $600 | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| LPL FINANCIAL CORPORATION | 04-3046611 |
Rows tagged as a trust or pooled fund hold many underlying securities. Their holdings are itemized on each fund’s own Form 5500.
| Investment | Type | Current value | % of plan |
|---|---|---|---|
| VANGUARD TARGET RET 2050 JOHN HANCOCK USA · EIN 01-0233346 / PN 000 | Pooled Separate Account | $896K | 37.0% |
| VANGUARD TARGET RET 2055 JOHN HANCOCK USA · EIN 01-0233346 / PN 000 | Pooled Separate Account | $311K | 12.8% |
| VANGUARD TARGET RET 2045 JOHN HANCOCK USA · EIN 01-0233346 / PN 000 | Pooled Separate Account | $295K | 12.2% |
| — |
| INVESTMENT ADVISORY |
| $3K |
| — |
| VANGUARD TARGET RET 2030 JOHN HANCOCK USA · EIN 01-0233346 / PN 000 |
Pooled Separate Account |
| $160K |
| 6.6% |
| VANGUARD TARGET RET 2060 JOHN HANCOCK USA · EIN 01-0233346 / PN 000 | Pooled Separate Account | $145K | 6.0% |
| VANGUARD TARGET RET 2035 JOHN HANCOCK USA · EIN 01-0233346 / PN 000 | Pooled Separate Account | $129K | 5.3% |
| VANGUARD TARGET RET 2065 JOHN HANCOCK USA · EIN 01-0233346 / PN 000 | Pooled Separate Account | $83K | 3.4% |
| VANGUARD TARGET RET 2040 JOHN HANCOCK USA · EIN 01-0233346 / PN 000 | Pooled Separate Account | $49K | 2.0% |
| 500 INDEX FUND JOHN HANCOCK USA · EIN 01-0233346 / PN 000 | Pooled Separate Account | $32K | 1.3% |
| AB LARGE CAP GROWTH FUND JOHN HANCOCK USA · EIN 01-0233346 / PN 000 | Pooled Separate Account | $32K | 1.3% |
| AVANTIS US SMALL CAP VALUE JOHN HANCOCK USA · EIN 01-0233346 / PN 000 | Pooled Separate Account | $26K | 1.1% |
| MID CAP INDEX FUND JOHN HANCOCK USA · EIN 01-0233346 / PN 000 | Pooled Separate Account | $20K | 0.8% |
| AMERICAN FUNDS NEW WORLD FUND JOHN HANCOCK USA · EIN 01-0233346 / PN 000 | Pooled Separate Account | $19K | 0.8% |
| JH DISCIPLINED VALUE MID CAP JOHN HANCOCK USA · EIN 01-0233346 / PN 000 | Pooled Separate Account | $18K | 0.8% |
| HARTFORD SCHRODERS INTL MCV JOHN HANCOCK USA · EIN 01-0233346 / PN 000 | Pooled Separate Account | $15K | 0.6% |
| VANGUARD TARGET RET 2025 JOHN HANCOCK USA · EIN 01-0233346 / PN 000 | Pooled Separate Account | $14K | 0.6% |
| MFS VALUE FUND JOHN HANCOCK USA · EIN 01-0233346 / PN 000 | Pooled Separate Account | $10K | 0.4% |
| SMALL CAP INDEX FUND JOHN HANCOCK USA · EIN 01-0233346 / PN 000 | Pooled Separate Account | $9K | 0.4% |
| T. ROWE PRICE INTEGR US SC GR JOHN HANCOCK USA · EIN 01-0233346 / PN 000 | Pooled Separate Account | $9K | 0.4% |
| BLACKROCK HIGH YIELD FUND JOHN HANCOCK USA · EIN 01-0233346 / PN 000 | Pooled Separate Account | $9K | 0.4% |
| TOTAL BOND MARKET FUND JOHN HANCOCK USA · EIN 01-0233346 / PN 000 | Pooled Separate Account | $6K | 0.2% |
| MFS MID CAP GROWTH FUND JOHN HANCOCK USA · EIN 01-0233346 / PN 000 | Pooled Separate Account | $5K | 0.2% |
| AB INCOME FUND JOHN HANCOCK USA · EIN 01-0233346 / PN 000 | Pooled Separate Account | $5K | 0.2% |
| INTL EQUITY INDEX FUND JOHN HANCOCK USA · EIN 01-0233346 / PN 000 | Pooled Separate Account | $5K | 0.2% |
| STRATEGIC INCOME OPP FUND JOHN HANCOCK USA · EIN 01-0233346 / PN 000 | Pooled Separate Account | $5K | 0.2% |
| AMERICAN FUNDS EUPAC FUND JOHN HANCOCK USA · EIN 01-0233346 / PN 000 | Pooled Separate Account | $5K | 0.2% |
| DFA INFLATION-PROTECTED SEC JOHN HANCOCK USA · EIN 01-0233346 / PN 000 | Pooled Separate Account | $5K | 0.2% |
| JOHN HANCOCK STABLE VAL JOHN HANCOCK USA · EIN 01-0233346 / PN 000 | Pooled Separate Account | $5K | 0.2% |
| VANGUARD TARGET RET INCOME JOHN HANCOCK USA · EIN 01-0233346 / PN 000 | Pooled Separate Account | $2K | <0.1% |
| VANGUARD TARGET RET 2020 JOHN HANCOCK USA · EIN 01-0233346 / PN 000 | Pooled Separate Account | $1K | <0.1% |
