TARA Julian signed Phoenix Mecano, Inc.'s 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Phoenix Mecano, Inc.'s EIN is 52-1221016.
Download the official 2024 Form 5500 (PDF) for Phoenix Mecano, Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Phoenix Mecano, Inc.'s plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA).
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 INSURANCE CO USA | 01-0233346 | — | RECORDKEEPER | $1K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| KESTRA ADVISORY SERVICES | 35-2552359 | — | RIA | $16K | — |
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 FUNDS 2030 TD JOHN HANCOCK USA · EIN 01-0233346 / PN 000 | Pooled Separate Account | $2.1M | 37.5% |
| AMERICAN FUNDS 2035 TD JOHN HANCOCK USA · EIN 01-0233346 / PN 000 | Pooled Separate Account | $1.2M | 21.7% |
| AMERICAN FUNDS 2050 TD JOHN HANCOCK USA · EIN 01-0233346 / PN 000 | Pooled Separate Account | $325K | 5.9% |
| AMERICAN FUNDS 2025 TD JOHN HANCOCK USA · EIN 01-0233346 / PN 000 | Pooled Separate Account | $304K | 5.5% |
| AMERICAN FUNDS 2040 TD JOHN HANCOCK USA · EIN 01-0233346 / PN 000 | Pooled Separate Account | $239K | 4.3% |
| AMERICAN FUNDS 2045 TD JOHN HANCOCK USA · EIN 01-0233346 / PN 000 | Pooled Separate Account | $148K | 2.7% |
| JH MULTIMANAGER BALANCED LS JOHN HANCOCK USA · EIN 01-0233346 / PN 000 | Pooled Separate Account | $119K | 2.1% |
| AF THE GROWTH FUND OF AMERICA JOHN HANCOCK USA · EIN 01-0233346 / PN 000 | Pooled Separate Account | $105K | 1.9% |
| AMERICAN FUNDS 2065 TD JOHN HANCOCK USA · EIN 01-0233346 / PN 000 | Pooled Separate Account | $102K | 1.8% |
| JH MULTIMANAGER CONSERV LS JOHN HANCOCK USA · EIN 01-0233346 / PN 000 | Pooled Separate Account | $101K | 1.8% |
| AMERICAN FUNDS 2055 TD JOHN HANCOCK USA · EIN 01-0233346 / PN 000 | Pooled Separate Account | $88K | 1.6% |
| 500 INDEX FUND JOHN HANCOCK USA · EIN 01-0233346 / PN 000 | Pooled Separate Account | $66K | 1.2% |
| JH MULTIMANAGER AGGRESSIVE LS JOHN HANCOCK USA · EIN 01-0233346 / PN 000 | Pooled Separate Account | $64K | 1.1% |
| AMERICAN FUNDS FUNDAMENTAL INV JOHN HANCOCK USA · EIN 01-0233346 / PN 000 | Pooled Separate Account | $57K | 1.0% |
| JPMORGAN MIDCAP VALUE FUND JOHN HANCOCK USA · EIN 01-0233346 / PN 000 | Pooled Separate Account | $55K | 1.0% |
| DODGE & COX STOCK FUND JOHN HANCOCK USA · EIN 01-0233346 / PN 000 | Pooled Separate Account | $47K | 0.8% |
| AMERICAN FUNDS 2060 TD JOHN HANCOCK USA · EIN 01-0233346 / PN 000 | Pooled Separate Account | $43K | 0.8% |
| INVESCO OPP INTL GROWTH FUND JOHN HANCOCK USA · EIN 01-0233346 / PN 000 | Pooled Separate Account | $40K | 0.7% |
| JPMORGAN U.S. EQUITY FUND JOHN HANCOCK USA · EIN 01-0233346 / PN 000 | Pooled Separate Account | $37K | 0.7% |
| CLEARBRIDGE GROWTH FUND JOHN HANCOCK USA · EIN 01-0233346 / PN 000 | Pooled Separate Account | $37K | 0.7% |
| MID CAP INDEX FUND JOHN HANCOCK USA · EIN 01-0233346 / PN 000 | Pooled Separate Account | $35K | 0.6% |
| MONEY MARKET FUND JOHN HANCOCK USA · EIN 01-0233346 / PN 000 | Pooled Separate Account | $34K | 0.6% |
| BLACKROCK GLOBAL ALLOCATION JOHN HANCOCK USA · EIN 01-0233346 / PN 000 | Pooled Separate Account | $26K | 0.5% |
| JH FUNDAMENTAL LARGE CAP CORE JOHN HANCOCK USA · EIN 01-0233346 / PN 000 | Pooled Separate Account | $25K | 0.4% |
| JH MULTIMANAGER GROWTH LS JOHN HANCOCK USA · EIN 01-0233346 / PN 000 | Pooled Separate Account | $23K | 0.4% |
| ROYCE SMALL-CAP OPPORTUNITY JOHN HANCOCK USA · EIN 01-0233346 / PN 000 | Pooled Separate Account | $23K | 0.4% |
| FRANKLIN SMALL-MID GROWTH JOHN HANCOCK USA · EIN 01-0233346 / PN 000 | Pooled Separate Account | $23K | 0.4% |
| AMERICAN FUNDS SMALLCAP WORLD JOHN HANCOCK USA · EIN 01-0233346 / PN 000 | Pooled Separate Account | $17K | 0.3% |
| VANGUARD SHORT-TERM BOND INDEX JOHN HANCOCK USA · EIN 01-0233346 / PN 000 | Pooled Separate Account | $17K | 0.3% |
| VANGUARD SMALL CAP GROW INDEX JOHN HANCOCK USA · EIN 01-0233346 / PN 000 | Pooled Separate Account | $15K | 0.3% |
| AMERICAN FUNDS EUPAC FUND JOHN HANCOCK USA · EIN 01-0233346 / PN 000 | Pooled Separate Account | $9K | 0.2% |
| AMERICAN FUNDS 2020 TD JOHN HANCOCK USA · EIN 01-0233346 / PN 000 | Pooled Separate Account | $9K | 0.2% |
| LORD ABBETT VALUE OPPS FUND JOHN HANCOCK USA · EIN 01-0233346 / PN 000 | Pooled Separate Account | $6K | 0.1% |
| ROYCE SMALL-CAP FUND JOHN HANCOCK USA · EIN 01-0233346 / PN 000 | Pooled Separate Account | $6K | 0.1% |
| LORD ABBETT HIGH YIELD FUND JOHN HANCOCK USA · EIN 01-0233346 / PN 000 | Pooled Separate Account | $6K | 0.1% |
| AMERICAN FUNDS NEW WORLD FUND JOHN HANCOCK USA · EIN 01-0233346 / PN 000 | Pooled Separate Account | $5K | <0.1% |
| COHEN & STEERS REAL ESTATE JOHN HANCOCK USA · EIN 01-0233346 / PN 000 | Pooled Separate Account | $3K | <0.1% |
| FIDELITY ADVISOR TOTAL BOND JOHN HANCOCK USA · EIN 01-0233346 / PN 000 | Pooled Separate Account | $1K | <0.1% |
| SMALL CAP INDEX FUND JOHN HANCOCK USA · EIN 01-0233346 / PN 000 | Pooled Separate Account | $1K | <0.1% |
| INTL EQUITY INDEX FUND JOHN HANCOCK USA · EIN 01-0233346 / PN 000 | Pooled Separate Account | $979 | <0.1% |
| HARTFORD WORLD BOND FUND JOHN HANCOCK USA · EIN 01-0233346 / PN 000 | Pooled Separate Account | $728 | <0.1% |
| TOTAL BOND MARKET FUND JOHN HANCOCK USA · EIN 01-0233346 / PN 000 | Pooled Separate Account | $52 | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
