Wolff Principal Holdings, L.P.'s EIN is 46-4795773.
Download the official 2024 Form 5500 (PDF) for Wolff Principal Holdings, L.P. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Wolff Principal Holdings, L.P.'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 | 01-0233346 | — | RECORDKEEPER | $6K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| MERIT FINANCIAL GROUP, LLC | 45-3686413 | — | RIA | $44K | — |
| LPL FINANCIAL LLC | 04-3046611 | — | RIA |
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 | |||||
|---|---|---|---|---|---|---|
| INDEX 500 JOHN HANCOCK · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $2.5M | 9.0% | |
| T ROWE PRICE RETIREMENT 2050 JOHN HANCOCK · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $1.9M | 6.9% | |
| T ROWE PRICE RETIREMENT 2035 JOHN HANCOCK · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $1.2M | 4.2% | |
| John Hancock USA JPMorgan US Equity Fund | Other securities | — | — | $1.0M | 3.7% | |
| JPM USE JOHN HANCOCK · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $1.0M | 3.7% | |
| T ROWE PRICE RETIREMENT 2040 JOHN HANCOCK · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $1.0M | 3.6% | |
| John Hancock USA Fidelity NASDAQ Composite Idx | Common Collective Trusts | — | — | $1000K | 3.6% | |
| FID NCIF JOHN HANCOCK · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $1000K | 3.6% | |
| T ROWE PRICE RETIREMENT 2055 JOHN HANCOCK · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $942K | 3.4% | |
| John Hancock USA Vanguard Balanced Index Fund | Common Collective Trusts | — | — | $904K | 3.2% | |
| VAN BIF JOHN HANCOCK · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $904K | 3.2% | |
| John Hancock USA Vanguard Value Index Fund | Common Collective Trusts | — | — | $864K | 3.1% | |
| VAL INDX JOHN HANCOCK · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $864K | 3.1% | |
| JH MULTIMGR BALANCED LS JOHN HANCOCK · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $830K | 3.0% | |
| JH MULTIMGR AGGRESSIVE LS JOHN HANCOCK · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $824K | 2.9% | |
| John Hancock USA JPMorgan Large Cap Growth | Other securities | — | — | $817K | 2.9% | |
| JPM LCGRW JOHN HANCOCK · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $817K | 2.9% | |
| T ROWE PRICE RETIREMENT 2045 JOHN HANCOCK · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $721K | 2.6% | |
| John Hancock USA John Hancock Stable Val | Other securities | — | — | $697K | 2.5% | |
| STBL VALUE FUND JOHN HANCOCK · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $697K | 2.5% | |
| T ROWE PRICE RETIREMENT 2030 JOHN HANCOCK · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $696K | 2.5% | |
| T ROWE PRICE RETIREMENT 2060 JOHN HANCOCK · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $665K | 2.4% | |
| GROWTH INDEX JOHN HANCOCK · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $664K | 2.4% | |
| John Hancock USA Vanguard Equity-Income Fund | Mutual Funds | — | — | $658K | 2.3% | |
| VAN EIF JOHN HANCOCK · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $658K | 2.3% | |
| SCI TECH JOHN HANCOCK · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $637K | 2.3% | |
| John Hancock USA Fidelity ContraFund | Mutual Funds | — | — | $634K | 2.3% | |
| CONTRA JOHN HANCOCK · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $634K | 2.3% | |
| MC GW ETF JOHN HANCOCK · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $597K | 2.1% | |
| JH MULTIMGR GROWTH LS JOHN HANCOCK · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $592K | 2.1% | |
| John Hancock USA Vanguard Small Cap Grow Index | Mutual Funds | — | — | $513K | 1.8% | |
| SMCP GR IN JOHN HANCOCK · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $513K | 1.8% | |
| John Hancock USA Nuveen Small-Cap Blend Index | Mutual Funds | — | — | $363K | 1.3% | |
| TC SCBIF JOHN HANCOCK · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $363K | 1.3% | |
| T ROWE PRICE RETIREMENT 2025 JOHN HANCOCK · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $360K | 1.3% | |
| John Hancock USA Federated High Yield Bond | Other securities | — | — | $358K | 1.3% | |
| FED HIYLD JOHN HANCOCK · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $358K | 1.3% | |
| HEALTH SCI JOHN HANCOCK · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $340K | 1.2% | |
| John Hancock USA Vanguard Total Bond Market Idx | Common Collective Trusts | — | — | $338K | 1.2% | |
| VAN TBMIF JOHN HANCOCK · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $338K | 1.2% | |
| T ROWE PRICE RETIREMENT 2065 JOHN HANCOCK · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $337K | 1.2% | |
| John Hancock USA JPMorgan MidCap Value Fund | Other securities | — | — | $332K | 1.2% | |
| JPM MCVALU JOHN HANCOCK · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $332K | 1.2% | |
| DC STOCK JOHN HANCOCK · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $328K | 1.2% | |
| maturing through November 2038 -0- | Other securities | — | — | $313K | 1.1% | |
| John Hancock USA Putnam Large Cap Value Fund | Mutual Funds | — | — | $306K | 1.1% | |
| PUT EIF JOHN HANCOCK · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $306K | 1.1% | |
| John Hancock USA Fidelity Mid Cap Index Fund | Common Collective Trusts | — | — | $296K | 1.1% | |
| FID MCIF JOHN HANCOCK · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $296K | 1.1% | |
| FID TOTAL JOHN HANCOCK · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $253K | 0.9% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| $8K |
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