Hancock, Daniel & Johnson, P.C.'s EIN is 71-0916697.
Download the official 2024 Form 5500 (PDF) for Hancock, Daniel & Johnson, P.C. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Hancock, Daniel & Johnson, P.C.'s plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a self-directed brokerage window, automatic enrollment, a default investment (QDIA).
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| PRINCIPAL LIFE INSURANCE COMPANY | 42-0127290 | — | CONTRACT ADMINISTRATOR | $3K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| KRAVITZ INC | 95-3207191 | — | OTHER SERVICES | $0 | — |
Rows tagged as a trust or pooled fund hold many underlying securities. Click one to drill into its own Schedule of Assets — where the individual funds, shares, and CUSIPs live.
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| Fidelity 500 Index Fund Mutual fund | Common Collective Trusts | — | — | $4.4M | 14.9% | |
| American Funds American Balanced Fund Mutual fund | Mutual Funds | — | — | $4.4M | 14.7% | |
| Schwab Self-Directed Brokerage Account Self-directed brokerage account | Self-Directed Brokerage | — | — | $2.7M | 9.0% | |
| T Rowe Price Blue Chip Growth Fund Mutual fund | Mutual Funds | — | — | $2.4M | 8.3% | |
| Vanguard Equity-Income Fund Mutual fund | Mutual Funds | — | — | $2.0M | 6.6% | |
| Vanguard Target Retirement 2050 Fund Mutual fund | Mutual Funds | — | — | $1.5M | 5.2% | |
| Principal Mid-Cap S&P 400 Fund Pooled separate accounts | Pooled Separate Accounts | — | — | $1.5M | 4.9% | |
| PRIN MIDCAP S&P 400 IDX SA-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 023 | Pooled Separate Account | — | — | $1.5M | 4.9% | |
| Principal Small Cap S&P 600 Fund Pooled separate accounts | Pooled Separate Accounts | — | — | $1.3M | 4.3% | |
| PRIN SMCAP S&P 600 INDEX SA-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 028 | Pooled Separate Account | — | — | $1.3M | 4.3% | |
| American Funds EuroPacific Growth Fund Mutual fund | Mutual Funds | — | — | $1.2M | 4.0% | |
| PIMCO Income Institutional Fund Mutual fund | Mutual Funds | — | — | $855K | 2.9% | |
| Double Line Total Return Bond Fund Mutual fund | Other securities | — | — | $750K | 2.5% | |
| Vanguard Target Retirement 2030 Fund Mutual fund | Mutual Funds | — | — | $653K | 2.2% | |
| Vanguard Target Retirement 2055 Fund Mutual fund | Mutual Funds | — | — | $648K | 2.2% | |
| Vanguard Target Retirement 2035 Fund Mutual fund | Mutual Funds | — | — | $627K | 2.1% | |
| Vanguard Core Bond Fund Mutual fund | Mutual Funds | — | — | $547K | 1.8% | |
| Vanguard Target Retirement 2045 Fund Mutual fund | Mutual Funds | — | — | $522K | 1.8% | |
| PRINCIPAL STABLE VALUE Z FUND PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 93-6274328 / PN 001 | Common Collective Trust | — | — | $443K | 1.5% | |
| T Rowe Price International Discovery Fund Mutual fund | Mutual Funds | — | — | $378K | 1.3% | |
| Vanguard Target Retirement 2060 Fund Mutual fund | Mutual Funds | — | — | $337K | 1.1% | |
| Vanguard Wellesley Income Fund Mutual fund | Mutual Funds | — | — | $296K | 1.0% | |
| American Funds New Perspective Fund Mutual fund | Mutual Funds | — | — | $252K | 0.9% | |
| American Funds New World Fund Mutual fund | Mutual Funds | — | — | $167K | 0.6% | |
| Vanguard Target Retirement 2025 Fund Mutual fund | Mutual Funds | — | — | $131K | 0.4% | |
| Vanguard Target Retirement 2040 Fund Mutual fund | Mutual Funds | — | — | $122K | 0.4% | |
| Vanguard Explorer Fund Mutual fund | Mutual Funds | — | — | $115K | 0.4% | |
| Vanguard International Growth Fund Mutual fund | Mutual Funds | — | — | $104K | 0.3% | |
| Dodge and Cox Global Bond Fund Mutual fund | Mutual Funds | — | — | $103K | 0.3% | |
| Vanguard Real Estate Index Fund Mutual fund | Common Collective Trusts | — | — | $76K | 0.3% | |
| Vanguard Target Retirement 2020 Fund Mutual fund | Mutual Funds | — | — | $74K | 0.3% | |
| Vanguard Target Retirement 2065 Fund Mutual fund | Mutual Funds | — | — | $56K | 0.2% | |
| Vanguard Dividend Growth Fund Mutual fund | Mutual Funds | — | — | $54K | 0.2% | |
| American Funds Small Cap World Mutual fund | Mutual Funds | — | — | $44K | 0.1% | |
| Vanguard Target Retirement Income Fund Mutual fund | Mutual Funds | — | — | $29K | <0.1% | |
| BlackRock Liquidity FedFund Instl Mutual fund | Other securities | — | — | $24K | <0.1% | |
| PRIN LIFETIME HYBR 2015 CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 002 | Common Collective Trust | — | — | $0 | <0.1% | |
| PRI LIFETIME HYBR 2020 CIT ZN RINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 003 | Common Collective Trust | — | — | $0 | <0.1% | |
| PRIN LIFETIME HYBR 2025 CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 004 | Common Collective Trust | — | — | $0 | <0.1% | |
| PRIN LIFETIME HYBR 2030 CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 005 | Common Collective Trust | — | — | $0 | <0.1% | |
| PRIN LIFETIME HYBR 2035 CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 006 | Common Collective Trust | — | — | $0 | <0.1% | |
| PRIN LIFETIME HYBR 2040 CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 007 | Common Collective Trust | — | — | $0 | <0.1% | |
| PRIN LIFETIME HYBR 2045 CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 008 | Common Collective Trust | — | — | $0 | <0.1% | |
| PRIN LIFETIME HYBR 2050 CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 009 | Common Collective Trust | — | — | $0 | <0.1% | |
| PRIN LIFETIME HYBR 2055 CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 010 | Common Collective Trust | — | — | $0 | <0.1% | |
| PRIN LIFETIME HYBR INC CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 011 | Common Collective Trust | — | — | $0 | <0.1% | |
| PRIN LIFETIME HYBR 2060 CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 012 | Common Collective Trust | — | — | $0 | <0.1% | |
| PRIN LIFETIME HYBR 2065 CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 013 | Common Collective Trust | — | — | $0 | <0.1% |
