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 COMPANY | 01-0233346 | BUFFALO, NY | RECORDKEEPER | $2K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| EDWARD D. JONES & CO | 43-0345811 | — | RIA | $16K | — |
| WILSHIRE ASSOCIATES INC. | 95-2755361 | — | RIA | $1K | — |
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 |
|---|---|---|---|
| T. ROWE PRICE RETIREMENT 2035 JOHN HANCOCK · EIN 01-0233346 / PN 001 | Pooled Separate Account | $2.7M | 49.2% |
| T. ROWE PRICE RETIREMENT 2030 JOHN HANCOCK · EIN 01-0233346 / PN 001 | Pooled Separate Account | $482K | 8.8% |
| T. ROWE PRICE RETIREMENT 2045 JOHN HANCOCK · EIN 01-0233346 / PN 001 | Pooled Separate Account | $438K | 8.0% |
| T. ROWE PRICE RETIREMENT 2040 JOHN HANCOCK · EIN 01-0233346 / PN 001 |
Pooled Separate Account |
| $423K |
| 7.7% |
| T. ROWE PRICE RETIREMENT 2020 JOHN HANCOCK · EIN 01-0233346 / PN 001 | Pooled Separate Account | $420K | 7.7% |
| T. ROWE PRICE RETIREMENT 2010 JOHN HANCOCK · EIN 01-0233346 / PN 001 | Pooled Separate Account | $351K | 6.4% |
| T. ROWE PRICE RETIREMENT 2050 JOHN HANCOCK · EIN 01-0233346 / PN 001 | Pooled Separate Account | $126K | 2.3% |
| BLUE CHIP GROWTH FUND JOHN HANCOCK · EIN 01-0233346 / PN 001 | Pooled Separate Account | $104K | 1.9% |
| T. ROWE PRICE RETIREMENT 2060 JOHN HANCOCK · EIN 01-0233346 / PN 001 | Pooled Separate Account | $57K | 1.0% |
| T. ROWE PRICE RETIREMENT 2055 JOHN HANCOCK · EIN 01-0233346 / PN 001 | Pooled Separate Account | $48K | 0.9% |
| T. ROWE PRICE RETIREMENT 2025 JOHN HANCOCK · EIN 01-0233346 / PN 001 | Pooled Separate Account | $43K | 0.8% |
| FRANKLIN DYNATECH FUND JOHN HANCOCK · EIN 01-0233346 / PN 001 | Pooled Separate Account | $30K | 0.6% |
| WASHINGTON MUTUAL INVESTORS JOHN HANCOCK · EIN 01-0233346 / PN 001 | Pooled Separate Account | $22K | 0.4% |
| T. ROWE PRICE RETIREMENT 2065 JOHN HANCOCK · EIN 01-0233346 / PN 001 | Pooled Separate Account | $22K | 0.4% |
| THRIVENT MID CAP STOCK FUND JOHN HANCOCK · EIN 01-0233346 / PN 001 | Pooled Separate Account | $18K | 0.3% |
| HARTFORD MIDCAP FUND JOHN HANCOCK · EIN 01-0233346 / PN 001 | Pooled Separate Account | $16K | 0.3% |
| T. ROWE PRICE RETIREMENT 2015 JOHN HANCOCK · EIN 01-0233346 / PN 001 | Pooled Separate Account | $16K | 0.3% |
| MFS VALUE FUND JOHN HANCOCK · EIN 01-0233346 / PN 001 | Pooled Separate Account | $13K | 0.2% |
| 500 INDEX FUND JOHN HANCOCK · EIN 01-0233346 / PN 001 | Pooled Separate Account | $11K | 0.2% |
| AMERICAN CENTURY SMALL CAP VAL JOHN HANCOCK · EIN 01-0233346 / PN 001 | Pooled Separate Account | $10K | 0.2% |
| AF AMERICAN BALANCED FUND JOHN HANCOCK · EIN 01-0233346 / PN 001 | Pooled Separate Account | $9K | 0.2% |
| JOHN HANCOCK BOND FUND JOHN HANCOCK · EIN 01-0233346 / PN 001 | Pooled Separate Account | $9K | 0.2% |
| NUVEEN SMALL-CAP BLEND INDEX JOHN HANCOCK · EIN 01-0233346 / PN 001 | Pooled Separate Account | $8K | 0.1% |
| PIMCO INCOME FUND JOHN HANCOCK · EIN 01-0233346 / PN 001 | Pooled Separate Account | $7K | 0.1% |
| BLACKROCK INTERNATIONAL FUND JOHN HANCOCK · EIN 01-0233346 / PN 001 | Pooled Separate Account | $7K | 0.1% |
| AMERICAN FUNDS SMALLCAP WORLD JOHN HANCOCK · EIN 01-0233346 / PN 001 | Pooled Separate Account | $7K | 0.1% |
| DFA EMERGING MARKETS VALUE JOHN HANCOCK · EIN 01-0233346 / PN 001 | Pooled Separate Account | $5K | <0.1% |
| MFS MID CAP VALUE FUND JOHN HANCOCK · EIN 01-0233346 / PN 001 | Pooled Separate Account | $4K | <0.1% |
| BRANDYWINE GLOBAL OPPS BOND JOHN HANCOCK · EIN 01-0233346 / PN 001 | Pooled Separate Account | $2K | <0.1% |
| HARTFORD BALANCED INCOME FUND JOHN HANCOCK · EIN 01-0233346 / PN 001 | Pooled Separate Account | $838 | <0.1% |
| AMERICAN FUNDS NEW PERSPECTIVE JOHN HANCOCK · EIN 01-0233346 / PN 001 | Pooled Separate Account | $293 | <0.1% |