CDE Services, LLC's EIN is 58-1878009.
Download the official 2024 Form 5500 (PDF) for CDE Services, LLC from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)CDE Services, LLC's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, automatic enrollment, 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 USA | 01-0233346 | — | RECORDKEEPER | $500 | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| APRIO WEALTH MANAGEMENT, LLC | 58-2484343 | — | RIA | $14K | — |
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 2065 TD JOHN HANCOCK LIFE INSURANCE COMPANY · EIN 01-0233346 / PN 001 | Pooled Separate Account | $0 | — |
| AMERICAN FUNDS 2060 TD JOHN HANCOCK LIFE INSURANCE COMPANY · EIN 01-0233346 / PN 001 | Pooled Separate Account | $0 | — |
| AMERICAN FUNDS 2055 TD JOHN HANCOCK LIFE INSURANCE COMPANY · EIN 01-0233346 / PN 001 | Pooled Separate Account | $0 | — |
| AMERICAN FUNDS 2050 TD JOHN HANCOCK LIFE INSURANCE COMPANY · EIN 01-0233346 / PN 001 | Pooled Separate Account | $0 | — |
| AMERICAN FUNDS 2045 TD JOHN HANCOCK LIFE INSURANCE COMPANY · EIN 01-0233346 / PN 001 | Pooled Separate Account | $0 | — |
| AMERICAN FUNDS 2040 TD JOHN HANCOCK LIFE INSURANCE COMPANY · EIN 01-0233346 / PN 001 | Pooled Separate Account | $0 | — |
| AMERICAN FUNDS 2035 TD JOHN HANCOCK LIFE INSURANCE COMPANY · EIN 01-0233346 / PN 001 | Pooled Separate Account | $0 | — |
| AMERICAN FUNDS 2030 TD JOHN HANCOCK LIFE INSURANCE COMPANY · EIN 01-0233346 / PN 001 | Pooled Separate Account | $0 | — |
| AMERICAN FUNDS 2025 TD JOHN HANCOCK LIFE INSURANCE COMPANY · EIN 01-0233346 / PN 001 | Pooled Separate Account | $0 | — |
| JH MULTIMANAGER MODERATE LS JOHN HANCOCK LIFE INSURANCE COMPANY · EIN 01-0233346 / PN 001 | Pooled Separate Account | $0 | — |
| JH MULTI-INDEX LIFESTYLE BLEND GROW JOHN HANCOCK LIFE INSURANCE COMPANY · EIN 01-0233346 / PN 001 | Pooled Separate Account | $0 | — |
| AMERICAN FUNDS NEW WORLD FUND JOHN HANCOCK LIFE INSURANCE COMPANY · EIN 01-0233346 / PN 001 | Pooled Separate Account | $0 | — |
| FIDELITY MID CAP INDEX FUND JOHN HANCOCK LIFE INSURANCE COMPANY · EIN 01-0233346 / PN 001 | Pooled Separate Account | $0 | — |
| JOHN HANCOCK INTL GROWTH JOHN HANCOCK LIFE INSURANCE COMPANY · EIN 01-0233346 / PN 001 | Pooled Separate Account | $0 | — |
| VANGUARD EXPLORER FUND JOHN HANCOCK LIFE INSURANCE COMPANY · EIN 01-0233346 / PN 001 | Pooled Separate Account | $0 | — |
| 500 INDEX FUND JOHN HANCOCK LIFE INSURANCE COMPANY · EIN 01-0233346 / PN 001 | Pooled Separate Account | $0 | — |
| AMERICAN BALANCED FUND JOHN HANCOCK LIFE INSURANCE COMPANY · EIN 01-0233346 / PN 001 | Pooled Separate Account | $0 | — |
| JOHN HANCOCK BOND FUND JOHN HANCOCK LIFE INSURANCE COMPANY · EIN 01-0233346 / PN 001 | Pooled Separate Account | $0 | — |
| JOHN HANCOCK STABLE VAL JOHN HANCOCK LIFE INSURANCE COMPANY · EIN 01-0233346 / PN 001 | Pooled Separate Account | $0 | — |
