William H. Porter, Inc.'s EIN is 51-0069458.
Download the official 2024 Form 5500 (PDF) for William H. Porter, Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)William H. Porter, 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. U.S | 01-0233346 | — | RECORDKEEPER | — | — |
| JOHN HANCOCK LIFE INSURANCE COMPANY | 01-0233346 | — | RECORDKEEPER | $0 | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
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 | |||||
|---|---|---|---|---|---|---|
| THE SUB ACCTS OF JH LIFE INSUR CO JOHN HANCOCK LIFE INSURANCE CO USA · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $14.8M | 96.2% | |
| Blackrock Global Allocation Fund Pooled Separate Account N/R | Pooled Separate Accounts | — | — | $2.4M | 15.4% | |
| American Funds The Growth Fund of America Pooled Separate Account N/R | Pooled Separate Accounts | — | — | $2.0M | 13.2% | |
| T. Rowe Price Science & Technology Fund Pooled Separate Account N/R | Pooled Separate Accounts | — | — | $1.1M | 7.3% | |
| PGIM Jennison Mid Cap Growth Fund Pooled Separate Account N/R | Pooled Separate Accounts | — | — | $911K | 5.9% | |
| MFS Value Fund Pooled Separate Account N/R | Pooled Separate Accounts | — | — | $766K | 5.0% | |
| John Hancock 500 Index Fund Pooled Separate Account N/R | Pooled Separate Accounts | — | — | $683K | 4.4% | |
| Allspring Special Cap Value Fund Pooled Separate Account N/R | Pooled Separate Accounts | — | — | $669K | 4.3% | |
| American Funds The Income Fund of America Pooled Separate Account N/R | Pooled Separate Accounts | — | — | $632K | 4.1% | |
| American Funds 2035 Target Date Retirement Fund Pooled Separate Account N/R | Pooled Separate Accounts | — | — | $533K | 3.5% | |
| John Hancock Stable Value Guaranteed Income Fund Guarantee Interest Account N/R | Stable Value | — | — | $467K | 3.0% | |
| Dodge & Cox International Stock Fund Pooled Separate Account N/R | Pooled Separate Accounts | — | — | $442K | 2.9% | |
| American Funds 2040 Target Date Retirement Fund Pooled Separate Account N/R | Pooled Separate Accounts | — | — | $435K | 2.8% | |
| American Funds EuroPacific Growth Fund Pooled Separate Account N/R | Pooled Separate Accounts | — | — | $410K | 2.7% | |
| American Funds 2055 Target Date Retirement Fund Pooled Separate Account N/R | Pooled Separate Accounts | — | — | $364K | 2.4% | |
| PGIM Total Return Fund Pooled Separate Account N/R | Pooled Separate Accounts | — | — | $343K | 2.2% | |
| Invesco Small Cap Growth Fund Pooled Separate Account N/R | Pooled Separate Accounts | — | — | $340K | 2.2% | |
| MFS Mid Cap Value Fund Pooled Separate Account N/R | Pooled Separate Accounts | — | — | $291K | 1.9% | |
| American Funds 2025 Target Date Retirement Fund Pooled Separate Account N/R | Pooled Separate Accounts | — | — | $274K | 1.8% | |
| John Hancock Income Fund Pooled Separate Account N/R | Pooled Separate Accounts | — | — | $258K | 1.7% | |
| Invesco International Bond Fund Pooled Separate Account N/R | Pooled Separate Accounts | — | — | $220K | 1.4% | |
| American Funds New World Fund Pooled Separate Account N/R | Pooled Separate Accounts | — | — | $216K | 1.4% | |
| American Funds 2050 Target Date Retirement Fund Pooled Separate Account N/R | Pooled Separate Accounts | — | — | $199K | 1.3% | |
| American Funds 2045 Target Date Retirement Fund Pooled Separate Account N/R | Pooled Separate Accounts | — | — | $184K | 1.2% | |
| Federated Hermes Institutional High Yield Bond Fund Pooled Separate Account N/R | Pooled Separate Accounts | — | — | $177K | 1.2% | |
| American Funds 2030 Target Date Retirement Fund Pooled Separate Account N/R | Pooled Separate Accounts | — | — | $161K | 1.0% | |
| Fidelity Mid Cap Index Fund Pooled Separate Account N/R | Pooled Separate Accounts | — | — | $125K | 0.8% | |
| Maturity: December 2029 -0- | Other securities | — | — | $109K | 0.7% | |
| Invesco Real Estate Fund Pooled Separate Account N/R | Pooled Separate Accounts | — | — | $102K | 0.7% | |
| American Funds 2015 Target Date Retirement Fund Pooled Separate Account N/R | Pooled Separate Accounts | — | — | $75K | 0.5% | |
| American Funds 2065 Target Date Retirement Fund Pooled Separate Account N/R | Pooled Separate Accounts | — | — | $66K | 0.4% | |
| American Funds 2060 Target Date Retirement Fund Pooled Separate Account N/R | Pooled Separate Accounts | — | — | $55K | 0.4% | |
| John Hancock Life Insurance Co. Cash Held in General Account N/R | Cash / Money Market | — | — | $2K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| WILSHIRE ASSOCIATES, INC. U.S.A. |
| 95-2755361 |
| SANTA MONICA, CA |
| NONE |
| — |
| — |
| WILSHIRE ASSOCIATES, INC. (USA) | 95-2755361 | — | NONE | — | — |
