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 |
|---|---|---|---|---|---|
| DUNCAN FINANCIAL GROUP, LLC | 61-1959547 | IRWIN, PA | TPA | $10K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| JOHN HANCOCK LIFE INSURANCE COMPANY | 01-0233346 | BOSTON, MA | NONE | $44K | — |
| GLOBAL RETIREMENT PARTNERS | 47-1411118 | SAN RAFAEL, CA | NONE | $23K | — |
| WELLTH ADVISORY & TAX, INC. | 99-2539506 |
Rows tagged as a trust or pooled fund hold many underlying securities. Their holdings are itemized on each fund’s own Form 5500.
| Investment | Type | Current value | % of plan |
|---|---|---|---|
| JOHN HANCOCK STABLE VAL FD R6 JOHN HANCOCK INSURANCE COMPANY · EIN 01-0233346 / PN 000 | Common Collective Trust | $0 | — |
| VANGUARD SMALL GROWTH ADML JOHN HANCOCK INSURANCE COMPANY · EIN 01-0233346 / PN 000 | Pooled Separate Account | $0 | — |
| SHOREWOOD, IL |
| NONE |
| $13K |
| — |
| DFA INFLATION -PROTECT SECS I JOHN HANCOCK INSURANCE COMPANY · EIN 01-0233346 / PN 000 |
Pooled Separate Account |
| $0 |
| — |
| PGIM HIGH YIELD R6 JOHN HANCOCK INSURANCE COMPANY · EIN 01-0233346 / PN 000 | Pooled Separate Account | $0 | — |
| PIMCO INCOME FUND INST JOHN HANCOCK INSURANCE COMPANY · EIN 01-0233346 / PN 000 | Pooled Separate Account | $0 | — |
| VANGUARD TOTAL BD MKT IND ADM JOHN HANCOCK INSURANCE COMPANY · EIN 01-0233346 / PN 000 | Pooled Separate Account | $0 | — |
| BLACKROCK 20/80 TARGET ALLOC K JOHN HANCOCK INSURANCE COMPANY · EIN 01-0233346 / PN 000 | Pooled Separate Account | $0 | — |
| BLACKROCK 40/60 TARGET ALLOC K JOHN HANCOCK INSURANCE COMPANY · EIN 01-0233346 / PN 000 | Pooled Separate Account | $0 | — |
| BLACKROCK 60/40 TARGET ALLOC K JOHN HANCOCK INSURANCE COMPANY · EIN 01-0233346 / PN 000 | Pooled Separate Account | $0 | — |
| BLACKROCK 80/20 TARGET ALLOC K JOHN HANCOCK INSURANCE COMPANY · EIN 01-0233346 / PN 000 | Pooled Separate Account | $0 | — |
| FLEXPATH INDEX AGGR RET R1 JOHN HANCOCK INSURANCE COMPANY · EIN 01-0233346 / PN 000 | Common Collective Trust | $0 | — |
| FLEXPATH INDEX AGGR 2025 R1 JOHN HANCOCK INSURANCE COMPANY · EIN 01-0233346 / PN 000 | Common Collective Trust | $0 | — |
| BAIRD AGGREGATE BOND FD INST JOHN HANCOCK INSURANCE COMPANY · EIN 01-0233346 / PN 000 | Pooled Separate Account | $0 | — |
| FLEXPATH INDEX AGGR 2045 R1 JOHN HANCOCK INSURANCE COMPANY · EIN 01-0233346 / PN 000 | Common Collective Trust | $0 | — |
| FLEXPATH INDEX AGGR 2055 R1 JOHN HANCOCK INSURANCE COMPANY · EIN 01-0233346 / PN 000 | Common Collective Trust | $0 | — |
| FLEXPATH INDEX CONS 2025 R1 JOHN HANCOCK INSURANCE COMPANY · EIN 01-0233346 / PN 000 | Common Collective Trust | $0 | — |
| FLEXPATH INDEX CONS 2035 R1 JOHN HANCOCK INSURANCE COMPANY · EIN 01-0233346 / PN 000 | Common Collective Trust | $0 | — |
| FLEXPATH INDEX CONS 2045 R1 JOHN HANCOCK INSURANCE COMPANY · EIN 01-0233346 / PN 000 | Common Collective Trust | $0 | — |
| FLEXPATH INDEX CONS 2055 R1 JOHN HANCOCK INSURANCE COMPANY · EIN 01-0233346 / PN 000 | Common Collective Trust | $0 | — |
| FLEXPATH INDEX MOD RET R1 JOHN HANCOCK INSURANCE COMPANY · EIN 01-0233346 / PN 000 | Common Collective Trust | $0 | — |
| FLEXPATH INDEX MOD 2025 R1 JOHN HANCOCK INSURANCE COMPANY · EIN 01-0233346 / PN 000 | Common Collective Trust | $0 | — |
| FLEXPATH INDEX MOD 2035 R1 JOHN HANCOCK INSURANCE COMPANY · EIN 01-0233346 / PN 000 | Common Collective Trust | $0 | — |
| FLEXPATH INDEX MOD 2045 R1 JOHN HANCOCK INSURANCE COMPANY · EIN 01-0233346 / PN 000 | Common Collective Trust | $0 | — |
| FLEXPATH INDEX MOD 2055 R1 JOHN HANCOCK INSURANCE COMPANY · EIN 01-0233346 / PN 000 | Common Collective Trust | $0 | — |
| FIDELITY TOTAL MARKET INDEX FD JOHN HANCOCK INSURANCE COMPANY · EIN 01-0233346 / PN 000 | Pooled Separate Account | $0 | — |
| JP MORGAN EQUITY INCOME R6 JOHN HANCOCK INSURANCE COMPANY · EIN 01-0233346 / PN 000 | Pooled Separate Account | $0 | — |
| VANGUARD VALUE INDEX FD ADM JOHN HANCOCK INSURANCE COMPANY · EIN 01-0233346 / PN 000 | Pooled Separate Account | $0 | — |
| FIDELITY MID CAP INDEX FUND JOHN HANCOCK INSURANCE COMPANY · EIN 01-0233346 / PN 000 | Pooled Separate Account | $0 | — |
| FIDELITY SM CAP INDEX FUND JOHN HANCOCK INSURANCE COMPANY · EIN 01-0233346 / PN 000 | Pooled Separate Account | $0 | — |
| FRANKLIN DYNATECH FUND R6 JOHN HANCOCK INSURANCE COMPANY · EIN 01-0233346 / PN 000 | Pooled Separate Account | $0 | — |
| MFS MID CAP GROWTH FUND R6 JOHN HANCOCK INSURANCE COMPANY · EIN 01-0233346 / PN 000 | Pooled Separate Account | $0 | — |
| PRINCIPAL REAL ESTATE SEC R6 JOHN HANCOCK INSURANCE COMPANY · EIN 01-0233346 / PN 000 | Pooled Separate Account | $0 | — |
| SMALL CAP VALUE FD II R1 JOHN HANCOCK INSURANCE COMPANY · EIN 01-0233346 / PN 000 | Common Collective Trust | $0 | — |
| VANGUARD GROWTH INDEX FD ADM JOHN HANCOCK INSURANCE COMPANY · EIN 01-0233346 / PN 000 | Pooled Separate Account | $0 | — |
| VANGUARD MIDCAP GRWTH IND ADM JOHN HANCOCK INSURANCE COMPANY · EIN 01-0233346 / PN 000 | Pooled Separate Account | $0 | — |
| VANGUARD MID-CAP VAL INDEX ADM JOHN HANCOCK INSURANCE COMPANY · EIN 01-0233346 / PN 000 | Pooled Separate Account | $0 | — |
| COLUMBIA GLOBAL TECH GR INST 3 JOHN HANCOCK INSURANCE COMPANY · EIN 01-0233346 / PN 000 | Pooled Separate Account | $0 | — |
| VANGUARD SM CAP VAL IND (ADM) JOHN HANCOCK INSURANCE COMPANY · EIN 01-0233346 / PN 000 | Pooled Separate Account | $0 | — |
| AMERICAN NEW PERSPECTIVE R6 JOHN HANCOCK INSURANCE COMPANY · EIN 01-0233346 / PN 000 | Pooled Separate Account | $0 | — |
| AMERICAN NEW WORLD FUND R6 JOHN HANCOCK INSURANCE COMPANY · EIN 01-0233346 / PN 000 | Pooled Separate Account | $0 | — |
| BLACKROCK TECHNOLOGY OPPS INST JOHN HANCOCK INSURANCE COMPANY · EIN 01-0233346 / PN 000 | Pooled Separate Account | $0 | — |
| DODGE & COX INTL STOCK I JOHN HANCOCK INSURANCE COMPANY · EIN 01-0233346 / PN 000 | Pooled Separate Account | $0 | — |
| FIDELITY INTERNATIONAL IDX FD JOHN HANCOCK INSURANCE COMPANY · EIN 01-0233346 / PN 000 | Pooled Separate Account | $0 | — |
| VANGUARD INTL GROWTH FUND ADM JOHN HANCOCK INSURANCE COMPANY · EIN 01-0233346 / PN 000 | Pooled Separate Account | $0 | — |
| VANGUARD TTL WRLD STK IDX ADM JOHN HANCOCK INSURANCE COMPANY · EIN 01-0233346 / PN 000 | Pooled Separate Account | $0 | — |
| JP MORGAN US GOVT MMKT CAP CL JOHN HANCOCK INSURANCE COMPANY · EIN 01-0233346 / PN 000 | Pooled Separate Account | $0 | — |
| FLEXPATH INDEX AGGR 2035 R1 JOHN HANCOCK INSURANCE COMPANY · EIN 01-0233346 / PN 000 | Common Collective Trust | $0 | — |
