Mary Wheat signed Wheat's Lawn & Custom Landscaping, Inc.'s 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Wheat's Lawn & Custom Landscaping, Inc.'s EIN is 54-1431049.
Download the official 2024 Form 5500 (PDF) for Wheat's Lawn & Custom Landscaping, Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Wheat's Lawn & Custom Landscaping, 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 COMPANY | 01-0233346 | — | RECORDKEEPER | $3K | — |
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 | |||||
|---|---|---|---|---|---|---|
| [Assets held in registered investment companies (mutual funds)] | Other | — | — | $7.6M | 94.6% | |
| BLACKROCK GLOBAL ALLOCATION JOHN HANCOCK USA · EIN 01-0233372 / PN 026 | Pooled Separate Account | — | — | $2.8M | 34.5% | |
| BLACKROCK LIFEPATH INDEX 2055 JOHN HANCOCK USA · EIN 01-0233348 / PN 002 | Pooled Separate Account | — | — | $786K | 9.8% | |
| BLACKROCK LIFEPATH INDEX 2050 JOHN HANCOCK USA · EIN 01-0233349 / PN 003 | Pooled Separate Account | — | — | $601K | 7.5% | |
| VANGUARD GROWTH INDEX FUND JOHN HANCOCK USA · EIN 01-0233362 / PN 016 | Pooled Separate Account | — | — | $501K | 6.3% | |
| JOHN HANCOCK STABLE VAL JOHN HANCOCK USA · EIN 01-0233376 / PN 030 | Pooled Separate Account | — | — | $472K | 5.9% | |
| BLACKROCK LIFEPATH INDEX 2060 JOHN HANCOCK USA · EIN 01-0233347 / PN 001 | Pooled Separate Account | — | — | $400K | 5.0% | |
| BLACKROCK LIFEPATH INDEX RET JOHN HANCOCK USA · EIN 01-0233355 / PN 009 | Pooled Separate Account | — | — | $318K | 4.0% | |
| BLACKROCK LIFEPATH INDEX 2040 JOHN HANCOCK USA · EIN 01-0233351 / PN 005 | Pooled Separate Account | — | — | $295K | 3.7% | |
| BLACKROCK LIFEPATH INDEX 2045 JOHN HANCOCK USA · EIN 01-0233350 / PN 004 | Pooled Separate Account | — | — | $261K | 3.3% | |
| JH MULTIMANAGER GROWTH LS JOHN HANCOCK USA · EIN 01-0233356 / PN 010 | Pooled Separate Account | — | — | $229K | 2.9% | |
| BLACKROCK LIFEPATH INDEX 2035 JOHN HANCOCK USA · EIN 01-0233352 / PN 006 | Pooled Separate Account | — | — | $216K | 2.7% | |
| AF AMERICAN BALANCED FUND JOHN HANCOCK USA · EIN 01-0233371 / PN 025 | Pooled Separate Account | — | — | $183K | 2.3% | |
| 500 INDEX FUND JOHN HANCOCK USA · EIN 01-0233367 / PN 021 | Pooled Separate Account | — | — | $107K | 1.3% | |
| BLACKROCK LIFEPATH INDEX 2030 JOHN HANCOCK USA · EIN 01-0233353 / PN 007 | Pooled Separate Account | — | — | $78K | 1.0% | |
| BLACKROCK LIFEPATH INDEX 2065 JOHN HANCOCK USA · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $78K | 1.0% | |
| T. ROWE PRICE GROWTH STOCK JOHN HANCOCK USA · EIN 01-0233361 / PN 015 | Pooled Separate Account | — | — | $59K | 0.7% | |
| DFA US LARGE COMPANY FUND JOHN HANCOCK USA · EIN 01-0233369 / PN 023 | Pooled Separate Account | — | — | $57K | 0.7% | |
| BLACKROCK LIFEPATH INDEX 2025 JOHN HANCOCK USA · EIN 01-0233354 / PN 008 | Pooled Separate Account | — | — | $38K | 0.5% | |
| VANGUARD SMALL CAP VALUE INDEX JOHN HANCOCK USA · EIN 01-0233366 / PN 020 | Pooled Separate Account | — | — | $28K | 0.3% | |
| MID CAP INDEX FUND JOHN HANCOCK USA · EIN 01-0233359 / PN 013 | Pooled Separate Account | — | — | $26K | 0.3% | |
| SMALL CAP INDEX FUND JOHN HANCOCK USA · EIN 01-0233360 / PN 014 | Pooled Separate Account | — | — | $22K | 0.3% | |
| AMERICAN FUNDS EUROPAC GROWTH JOHN HANCOCK USA · EIN 01-0233368 / PN 022 | Pooled Separate Account | — | — | $19K | 0.2% | |
| VANGUARD MID-CAP VALUE ETF JOHN HANCOCK USA · EIN 01-0233364 / PN 018 | Pooled Separate Account | — | — | $8K | <0.1% | |
| VANGUARD VALUE INDEX FUND JOHN HANCOCK USA · EIN 01-0233370 / PN 024 | Pooled Separate Account | — | — | $7K | <0.1% | |
| VANGUARD SMALL CAP GROW INDEX JOHN HANCOCK USA · EIN 01-0233365 / PN 019 | Pooled Separate Account | — | — | $6K | <0.1% | |
| VANGUARD MID-CAP GROWTH ETF JOHN HANCOCK USA · EIN 01-0233363 / PN 017 | Pooled Separate Account | — | — | $3K | <0.1% | |
| BARON REAL ESTATE FUND JOHN HANCOCK USA · EIN 01-0233358 / PN 012 | Pooled Separate Account | — | — | $2K | <0.1% | |
| AMERICAN FUNDS NEW WORLD FUND JOHN HANCOCK USA · EIN 01-0233357 / PN 011 | Pooled Separate Account | — | — | $1K | <0.1% | |
| VANGUARD TOTAL BOND MARKET IDX JOHN HANCOCK USA · EIN 01-0233375 / PN 029 | Pooled Separate Account | — | — | $802 | <0.1% | |
| JPMORGAN CORE BOND FUND JOHN HANCOCK USA · EIN 01-0233373 / PN 027 | Pooled Separate Account | — | — | $0 | <0.1% | |
| PIMCO REAL RETURN JOHN HANCOCK USA · EIN 01-0233374 / PN 028 | Pooled Separate Account | — | — | $0 | <0.1% |
