Movement for Life, Inc.'s EIN is 47-2488383.
Download the official 2024 Form 5500 (PDF) for Movement for Life, Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Movement for Life, Inc.'s plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature.
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 | $222 | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| WRIGHT WEALTH STRATEGIES, LLC | 84-1753848 | — | INVESTMENT BROKER | $42K | — |
Rows tagged as a trust or pooled fund hold many underlying securities. Their holdings are itemized on each fund’s own Form 5500.
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| JH MULTIMANAGER GROWTH LS JOHN HANCOCK USA · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $2.3M | 14.8% | |
| JH MULTIMANAGER BALANCED LS JOHN HANCOCK USA · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $1.5M | 10.0% | |
| 500 INDEX FUND JOHN HANCOCK USA · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $1.1M | 6.9% | |
| AF THE GROWTH FUND OF AMERICA JOHN HANCOCK USA · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $865K | 5.6% | |
| JH MULTIMANAGER AGGRESSIVE LS JOHN HANCOCK USA · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $691K | 4.5% | |
| Harbor Capital Appreciation Fund Institutional Class Mutual fund | Other securities | — | $364K | $521K | 3.4% | |
| Thornburg Investment Income Builder CL I Mutual fund | Other securities | — | $437K | $430K | 2.8% | |
| TOTAL STOCK MARKET INDEX FUND JOHN HANCOCK USA · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $425K | 2.8% | |
| SPDR - Portfolio S&P 500 Growth ETF Exchange traded fund | Common Collective Trusts | — | $255K | $356K | 2.3% | |
| SPDR Portfolio S&P 500 Value ETF Exchange traded fund | Common Collective Trusts | — | $317K | $355K | 2.3% | |
| J.P. Morgan - JPMorgan Equity Income Fund Class I Mutual fund | Other securities | — | $241K | $320K | 2.1% | |
| JP Morgan Nasdaq Equity Prem Income ETF Exchange traded fund | Other securities | — | $270K | $298K | 1.9% | |
| SPDR - S&P 500 ETF Trust Exchange traded fund | Common Collective Trusts | — | $163K | $287K | 1.9% | |
| First Trust - Capital Strength ETF Exchange traded fund | Other securities | — | $245K | $281K | 1.8% | |
| JH MULTIMANAGER 2055 LIFETIME JOHN HANCOCK USA · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $269K | 1.8% | |
| BLUE CHIP GROWTH FUND JOHN HANCOCK USA · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $268K | 1.8% | |
| JH MULTIMANAGER MODERATE LS JOHN HANCOCK USA · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $235K | 1.5% | |
| Invesco S&P 500 GARP ETF Exchange traded fund | Common Collective Trusts | — | $195K | $216K | 1.4% | |
| JOHN HANCOCK U.S. GROWTH FUND JOHN HANCOCK USA · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $213K | 1.4% | |
| Invesco QQQ ETF Trust Exchange traded fund | Mutual Funds | — | $95K | $210K | 1.4% | |
| John Hancock Life Insurance Co. - EuroPacific Growth Fund Pooled separate account | Pooled Separate Accounts | — | — | $205K | 1.3% | |
| AMERICAN FUNDS EUPAC FUND JOHN HANCOCK USA · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $205K | 1.3% | |
| FIDELITY ADVISOR TOTAL BOND JOHN HANCOCK USA · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $190K | 1.2% | |
| Cash Interest-bearing cash | Cash / Money Market | — | $189K | $189K | 1.2% | |
| T. ROWE PRICE EQUITY INC JOHN HANCOCK USA · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $182K | 1.2% | |
| Invesco S&P 500 Eql Wght ETF Exchange traded fund | Common Collective Trusts | — | $156K | $181K | 1.2% | |
| T. ROWE PRICE HEALTH SCI JOHN HANCOCK USA · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $180K | 1.2% | |
| SPDR - Portfolio S&P 600 Small Cap ETF Exchange traded fund | Other securities | — | $154K | $178K | 1.2% | |
| MID CAP INDEX FUND JOHN HANCOCK USA · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $169K | 1.1% | |
| First Trust - NASDAQ 100 Equal Weighted Index ETF Exchange traded fund | Other securities | — | $104K | $157K | 1.0% | |
| Gateway CL Y Mutual fund | Other securities | — | $129K | $155K | 1.0% | |
| Thornburg Strategic Income CL Mutual fund | Other securities | — | $144K | $146K | 1.0% | |
| SCIENCE & TECHNOLOGY FUND JOHN HANCOCK USA · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $139K | 0.9% | |
| INTL EQUITY INDEX FUND JOHN HANCOCK USA · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $129K | 0.8% | |
| SMALL CAP INDEX FUND JOHN HANCOCK USA · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $123K | 0.8% | |
| JP Morgan Equity Premium Income CL Mutual fund | Other securities | — | $107K | $107K | 0.7% | |
| JH MULTIMANAGER 2050 LIFETIME JOHN HANCOCK USA · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $104K | 0.7% | |
| SPDR - Portfolio S&P 400 Mid Cap ETF Exchange traded fund | Other securities | — | $73K | $97K | 0.6% | |
| J.P. Morgan - JPMorgan Emerging Markets Equity Fund Class I Mutual fund | Other securities | — | $106K | $83K | 0.5% | |
| VANGUARD SMALL CAP GROW INDEX JOHN HANCOCK USA · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $81K | 0.5% | |
| JH MULTIMANAGER 2040 LIFETIME JOHN HANCOCK USA · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $81K | 0.5% | |
| INVESCO SMALL CAP GROWTH JOHN HANCOCK USA · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $70K | 0.5% | |
| MFS - MFS Growth Fund Class I Mutual fund | Mutual Funds | — | $40K | $66K | 0.4% | |
| First Trust Value Line Dividend Index ETF Exchange traded fund | Other securities | — | $58K | $63K | 0.4% | |
| MONEY MARKET FUND JOHN HANCOCK USA · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $62K | 0.4% | |
| Participant loans Interest (6.75 - 10.50%) - 0 - | Bonds / Notes | — | — | $62K | 0.4% | |
| JH MULTIMANAGER 2030 LIFETIME JOHN HANCOCK USA · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $61K | 0.4% | |
| SPDR Gold Trust Gold Exchange traded fund | Other securities | — | $42K | $54K | 0.4% | |
| John Hancock Life Insurance Co. - Spectrum I Fund Pooled separate account | Pooled Separate Accounts | — | — | $51K | 0.3% | |
| T. ROWE PRICE SPECTRUM INC JOHN HANCOCK USA · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $51K | 0.3% |
