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 | BUFFALO, NY | INVESTMENT MGMT | $20K | — |
| JOHN HANCOCK, USA | 01-0233346 | BUFFALO, NY | RECORDKEEPER | $9K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| UBS FINANCIAL SERVICES, INC |
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 | |||
|---|---|---|---|
| JH MULTIMANAGER LS CONSERVATIVE JOHN HANCOCK · EIN 01-0233346 / PN 001 | Pooled Separate Account | $2.0M | 34.7% |
| JH MULTIMANAGER LS BALANCED JOHN HANCOCK · EIN 01-0233346 / PN 001 | Pooled Separate Account | $837K | 14.9% |
| JH MULTIMANAGER LS MODERATE JOHN HANCOCK · EIN 01-0233346 / PN 001 | Pooled Separate Account | $627K | 11.1% |
| JH MULTIMANAGER LS AGGRESSIVE JOHN HANCOCK · EIN 01-0233346 / PN 001 | Pooled Separate Account | $267K | 4.7% |
| VANGUARD TARGET RETIREMENT 2030 JOHN HANCOCK · EIN 01-0233346 / PN 001 | Pooled Separate Account | $237K | 4.2% |
| JH MULTIMANAGER LS GROWTH JOHN HANCOCK · EIN 01-0233346 / PN 001 | Pooled Separate Account | $182K | 3.2% |
| JOHN HANCOCK STABLE VALUE FUND JOHN HANCOCK · EIN 01-0233346 / PN 001 | Pooled Separate Account | $171K | 3.0% |
| FIDELITY CONTRAFUND JOHN HANCOCK · EIN 01-0233346 / PN 001 | Pooled Separate Account | $139K | 2.5% |
| AMERICAN FUNDS NEW PERSPECTIVE FUND JOHN HANCOCK · EIN 01-0233346 / PN 001 | Pooled Separate Account | $129K | 2.3% |
| JOHN HANCOCK DISCIPLINED VALUE JOHN HANCOCK · EIN 01-0233346 / PN 001 | Pooled Separate Account | $115K | 2.0% |
| T. ROWE PRICE HEALTH SCIENCE JOHN HANCOCK · EIN 01-0233346 / PN 001 | Pooled Separate Account | $89K | 1.6% |
| AMERICAN BALANCED FUND JOHN HANCOCK · EIN 01-0233346 / PN 001 | Pooled Separate Account | $85K | 1.5% |
| JOHN HANCOCK US GROWTH FUND JOHN HANCOCK · EIN 01-0233346 / PN 001 | Pooled Separate Account | $85K | 1.5% |
| INDEX 500 JOHN HANCOCK · EIN 01-0233346 / PN 001 | Pooled Separate Account | $67K | 1.2% |
| FRANKLIN SMALL-MID GROWTH JOHN HANCOCK · EIN 01-0233346 / PN 001 | Pooled Separate Account | $64K | 1.1% |
| VANGUARD TARGET RETIREMENT 2020 JOHN HANCOCK · EIN 01-0233346 / PN 001 | Pooled Separate Account | $58K | 1.0% |
| EUROPACIFIC GROWTH FUND JOHN HANCOCK · EIN 01-0233346 / PN 001 | Pooled Separate Account | $54K | 1.0% |
| T. ROWE PRICE SCIENCE & TECHNOLOGY JOHN HANCOCK · EIN 01-0233346 / PN 001 | Pooled Separate Account | $52K | 0.9% |
| DFA US TARGETED VALUE FUND JOHN HANCOCK · EIN 01-0233346 / PN 001 | Pooled Separate Account | $43K | 0.8% |
| MID CAP INDEX FUND JOHN HANCOCK · EIN 01-0233346 / PN 001 | Pooled Separate Account | $38K | 0.7% |
| DFA US SMALL CAP FUND JOHN HANCOCK · EIN 01-0233346 / PN 001 | Pooled Separate Account | $35K | 0.6% |
| HIGH YIELD FUND JOHN HANCOCK · EIN 01-0233346 / PN 001 | Pooled Separate Account | $28K | 0.5% |
| T. ROSE PRICE SPECTRUM JOHN HANCOCK · EIN 01-0233346 / PN 001 | Pooled Separate Account | $26K | 0.5% |
| HARTFORD WORLD BOND FUND JOHN HANCOCK · EIN 01-0233346 / PN 001 | Pooled Separate Account | $26K | 0.5% |
| INVESCO SMALL CAP GROWTH JOHN HANCOCK · EIN 01-0233346 / PN 001 | Pooled Separate Account | $17K | 0.3% |
| FRANKLIN UTILITIES FUND JOHN HANCOCK · EIN 01-0233346 / PN 001 | Pooled Separate Account | $16K | 0.3% |
| VANGUARD TARGET RETIREMENT 2025 JOHN HANCOCK · EIN 01-0233346 / PN 001 | Pooled Separate Account | $15K | 0.3% |
| VANGUARD TARGET RETIREMENT 2045 JOHN HANCOCK · EIN 01-0233346 / PN 001 | Pooled Separate Account | $12K | 0.2% |
| VANGUARD TARGET RETIREMENT 2040 JOHN HANCOCK · EIN 01-0233346 / PN 001 | Pooled Separate Account | $9K | 0.2% |
| DFA INTERNATIONAL SMALL CO FUND JOHN HANCOCK · EIN 01-0233346 / PN 001 | Pooled Separate Account | $6K | 0.1% |
| VANGUARD ENERGY FUND JOHN HANCOCK · EIN 01-0233346 / PN 001 | Pooled Separate Account | $5K | <0.1% |
| JH DISCIPLINED VALUE MID CAP JOHN HANCOCK · EIN 01-0233346 / PN 001 | Pooled Separate Account | $5K | <0.1% |
| SPROTT GOLD EQUITY FUND JOHN HANCOCK · EIN 01-0233346 / PN 001 | Pooled Separate Account | $4K | <0.1% |
| VANGUARD TARGET RETIREMENT 2035 JOHN HANCOCK · EIN 01-0233346 / PN 001 | Pooled Separate Account | $103 | <0.1% |
| 13-2638166 |
| WEEHAWKEN, NJ |
| REGISTERED INV ADVISOR |
| $21K |
| — |
