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 |
|---|---|---|---|---|---|
| JOHN HANCOCK LIFE INS. CO. OF NY | 13-3646501 | BUFFALO, NY | RECORD KEEPER | $3K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| MERRILL LYNCH | 13-5674085 | MIAMI, NY | RIA | $7K | — |
| MERRILL LYNCH | 13-5674085 |
Rows tagged as a trust or pooled fund hold many underlying securities. Their holdings are itemized on each fund’s own Form 5500.
| % of plan | |||
|---|---|---|---|
| AMERICAN CENTURY HERITAGE JOHN HANCOCK USA · EIN 01-0233346 / PN 000 | Pooled Separate Account | $0 | — |
| JH MULTIMANAGER AGGRESSIVE LS JOHN HANCOCK USA · EIN 13-3646501 / PN 000 | Pooled Separate Account | $0 | — |
| FIDELITY REAL ESTATE INDEX JOHN HACOCK USA · EIN 13-3646501 / PN 000 | Pooled Separate Account | $0 | — |
| FRANKLIN SMALL-MID GROWTH JOHN HANCOCK USA · EIN 13-3646501 / PN 000 | Pooled Separate Account | $0 | — |
| INVESCO SMALL CAP GROWTH JOHN HANCOCK USA · EIN 13-3646501 / PN 000 | Pooled Separate Account | $0 | — |
| JANUS HENDERSON GBL EQ INCOME JOHN HANCOCK USA · EIN 13-3646501 / PN 000 | Pooled Separate Account | $0 | — |
| JPMORGAN MIDCAP VALUE FUND JOHN HANCOCK USA · EIN 13-3646501 / PN 000 | Pooled Separate Account | $0 | — |
| PGIM JENNISON SMALL COMPANY JOHN HANCOCK USA · EIN 13-3646501 / PN 000 | Pooled Separate Account | $0 | — |
| PIMCO COMMODITY REAL RETURN JOHN HANCOCK USA · EIN 13-3646501 / PN 000 | Pooled Separate Account | $0 | — |
| ROYCE OPPORTUNITY JOHN HANCOCK USA · EIN 13-3646501 / PN 000 | Pooled Separate Account | $0 | — |
| SMALL CAP INDEX FUND JOHN HANCOCK USA · EIN 13-3646501 / PN 000 | Pooled Separate Account | $0 | — |
| VANGUARD EXPLORER FUND JOHN HANCOCK USA · EIN 13-3646501 / PN 000 | Pooled Separate Account | $0 | — |
| TIAA-CREF SMALL-CAP BLEND IDX JOHN HANCOCK USA · EIN 13-3646501 / PN 000 | Pooled Separate Account | $0 | — |
| VANGUARD SMALL CAP GROW INDEX JOHN HANCOCK USA · EIN 13-3646501 / PN 000 | Pooled Separate Account | $0 | — |
| VANGUARD MID-CAP VALUE ETF JOHN HANCOCK USA · EIN 13-3646501 / PN 000 | Pooled Separate Account | $0 | — |
| 500 INDEX FUND JOHN HANCOCK USA · EIN 13-3646501 / PN 000 | Pooled Separate Account | $0 | — |
| AB LARGE CAP GROWTH FUND JOHN HANCOCK USA · EIN 13-3646501 / PN 000 | Pooled Separate Account | $0 | — |
| FIDELITY MID CAP INDEX FUND JOHN HANCOCK USA · EIN 13-3646501 / PN 000 | Pooled Separate Account | $0 | — |
| AMERICAN FUNDS EUROPAC GROWTH JOHN HANCOCK USA · EIN 13-3646501 / PN 000 | Pooled Separate Account | $0 | — |
| AMERICAN FUNDS FUNDAMENTAL INV JOHN HANCOCK USA · EIN 13-3646501 / PN 000 | Pooled Separate Account | $0 | — |
| AF THE GROWTH FUND OF AMERICA JOHN HANCOCK USA · EIN 13-3646501 / PN 000 | Pooled Separate Account | $0 | — |
| WASHINGTON MUTUAL INVESTORS JOHN HANCOCK USA · EIN 13-3646501 / PN 000 | Pooled Separate Account | $0 | — |
| BLUE CHIP GROWTH FUND JOHN HANCOCK USA · EIN 13-3646501 / PN 000 | Pooled Separate Account | $0 | — |
| COLUMBIA CONTRARIAN CORE FUND JOHN HANCOCK USA · EIN 13-3646501 / PN 000 | Pooled Separate Account | $0 | — |
| DOMINI IMPACT EQUITY FUND JOHN HANCOCK USA · EIN 13-3646501 / PN 000 | Pooled Separate Account | $0 | — |
| EQUITY INCOME FUND JOHN HANCOCK USA · EIN 13-3646501 / PN 000 | Pooled Separate Account | $0 | — |
| FRANKLIN MUTUAL BEACON FUND JOHN HANCOCK USA · EIN 13-3646501 / PN 000 | Pooled Separate Account | $0 | — |
| MUTUAL GLOBAL DISCOVERY JOHN HANCOCK USA · EIN 13-3646501 / PN 000 | Pooled Separate Account | $0 | — |
| INTL EQUITY INDEX FUND JOHN HANCOCK USA · EIN 13-3646501 / PN 000 | Pooled Separate Account | $0 | — |
| JOHN HANCOCK DISCIPLINED VALUE JOHN HANCOCK USA · EIN 13-3646501 / PN 000 | Pooled Separate Account | $0 | — |
| JH FUNDAMENTAL LARGE CAP CORE JOHN HANCOCK USA · EIN 13-3646501 / PN 000 | Pooled Separate Account | $0 | — |
| JOHN HANCOCK U.S. GROWTH FUND JOHN HANCOCK USA · EIN 13-3646501 / PN 000 | Pooled Separate Account | $0 | — |
| JPMORGAN U.S. EQUITY FUND JOHN HANCOCK USA · EIN 13-3646501 / PN 000 | Pooled Separate Account | $0 | — |
| T. ROWE PRICE GROWTH STOCK JOHN HANCOCK USA · EIN 13-3646501 / PN 000 | Pooled Separate Account | $0 | — |
| TOTAL STOCK MARKET INDEX FUND JOHN HANCOCK USA · EIN 13-3646501 / PN 000 | Pooled Separate Account | $0 | — |
| VANGUARD EQUITY-INCOME FUND JOHN HANCOCK USA · EIN 13-3646501 / PN 000 | Pooled Separate Account | $0 | — |
| VANGUARD HIGH DIVIDEND YLD IDX JOHN HANCOCK USA · EIN 13-3646501 / PN 000 | Pooled Separate Account | $0 | — |
| DOUBLELINE LOW DURATION BOND JOHN HANCOCK USA · EIN 13-3646501 / PN 000 | Pooled Separate Account | $0 | — |
| MONEY MARKET FUND JOHN HANCOCK USA · EIN 13-3646501 / PN 000 | Pooled Separate Account | $0 | — |
| VANGUARD TARGET RET 2065 JOHN HANCOCK USA · EIN 13-3646501 / PN 000 | Pooled Separate Account | $0 | — |
| VANGUARD TARGET RET 2060 JOHN HANCOCK USA · EIN 13-3646501 / PN 000 | Pooled Separate Account | $0 | — |
| VANGUARD TARGET RET 2055 JOHN HANCOCK USA · EIN 13-3646501 / PN 000 | Pooled Separate Account | $0 | — |
| VANGUARD TARGET RET 2050 JOHN HANCOCK USA · EIN 13-3646501 / PN 000 | Pooled Separate Account | $0 | — |
| VANGUARD TARGET RET 2045 JOHN HANCOCK USA · EIN 13-3646501 / PN 000 | Pooled Separate Account | $0 | — |
| VANGUARD TARGET RET 2040 JOHN HANCOCK USA · EIN 13-3646501 / PN 000 | Pooled Separate Account | $0 | — |
| VANGUARD TARGET RET 2035 JOHN HANCOCK USA · EIN 13-3646501 / PN 000 | Pooled Separate Account | $0 | — |
| VANGUARD TARGET RET 2030 JOHN HANCOCK USA · EIN 13-3646501 / PN 000 | Pooled Separate Account | $0 | — |
| VANGUARD TARGET RET 2025 JOHN HANCOCK USA · EIN 13-3646501 / PN 000 | Pooled Separate Account | $0 | — |
| VANGUARD TARGET RET 2020 JOHN HANCOCK USA · EIN 13-3646501 / PN 000 | Pooled Separate Account | $0 | — |
| VANGUARD TARGET RET INCOME JOHN HANCOCK USA · EIN 13-3646501 / PN 000 | Pooled Separate Account | $0 | — |
| MIAMI, NY |
| RIA |
| $7K |
| — |
