Jaynes, Reitmeier, Boyd & Therrell, P.C.'s EIN is 74-2533381.
Download the official 2024 Form 5500 (PDF) for Jaynes, Reitmeier, Boyd & Therrell, P.C. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Jaynes, Reitmeier, Boyd & Therrell, P.C.'s plan includes profit-sharing, a 401(k) feature, a self-directed brokerage window.
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| JOHN HANCOCK LIFE INSURANCE CO | 01-0233346 | BUFFALO, NY | RECORDKEEPER | $3K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| MERRILL LYNCH LIFE AGENCY | 13-2808480 | PENNINGTON, NJ | ADVISORY SERVICES | $42K | — |
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 | |||||
|---|---|---|---|---|---|---|
| AMERICAN FUNDS 2040 TD JOHN HANCOCK LIFE INSURANCE CO · EIN 01-2033346 / PN 001 | Pooled Separate Account | — | — | $2.3M | 12.7% | |
| 500 INDEX FUND JOHN HANCOCK LIFE INSURANCE CO · EIN 01-2033346 / PN 001 | Pooled Separate Account | — | — | $1.7M | 9.2% | |
| AMERICAN FUNDS GROWTH FUND OF AM JOHN HANCOCK LIFE INSURANCE CO · EIN 01-2033346 / PN 001 | Pooled Separate Account | — | — | $1.4M | 7.8% | |
| CAPITAL WORLD GROWTH & INCOME JOHN HANCOCK LIFE INSURANCE CO · EIN 01-2033346 / PN 001 | Pooled Separate Account | — | — | $1.4M | 7.4% | |
| JPMORGAN US EQUITY FUND JOHN HANCOCK LIFE INSURANCE CO. · EIN 01-2033346 / PN 001 | Pooled Separate Account | — | — | $1.4M | 7.4% | |
| AMERICAN FUNDS 2045 TD JOHN HANCOCK LIFE INSURANCE CO · EIN 01-2033346 / PN 001 | Pooled Separate Account | — | — | $1.2M | 6.6% | |
| FRANKLIN GROWTH FUND JOHN HANCOCK LIFE INSURANCE CO · EIN 01-2033346 / PN 001 | Pooled Separate Account | — | — | $1.1M | 5.8% | |
| DFA US LARGE CAP VALUE FUND JOHN HANCOCK LIFE INSURANCE CO · EIN 01-2033346 / PN 001 | Pooled Separate Account | — | — | $910K | 4.9% | |
| AMERICAN FUNDS 2050 TD JOHN HANCOCK LIFE INSURANCE CO · EIN 01-2033346 / PN 001 | Pooled Separate Account | — | — | $719K | 3.9% | |
| AMERICAN FUNDS 2030 TD JOHN HANCOCK LIFE INSURANCE CO · EIN 01-2033346 / PN 001 | Pooled Separate Account | — | — | $693K | 3.7% | |
| FIDELITY ADVISOR TOTAL BOND JOHN HANCOCK LIFE INSURANCE CO · EIN 01-2033346 / PN 001 | Pooled Separate Account | — | — | $552K | 3.0% | |
| AMERICAN FUNDS 2025 TD JOHN HANCOCK LIFE INSURANCE CO · EIN 01-2033346 / PN 001 | Pooled Separate Account | — | — | $530K | 2.9% | |
| AMERICAN FUNDS 2035 TD JOHN HANCOCK LIFE INSURANCE CO · EIN 01-2033346 / PN 001 | Pooled Separate Account | — | — | $453K | 2.5% | |
| AMERICAN FUNDS 2055 TD JOHN HANCOCK LIFE INSURANCE CO · EIN 01-2033346 / PN 001 | Pooled Separate Account | — | — | $428K | 2.3% | |
| AMERICAN FUNDS 2010 TD JOHN HANCOCK LIFE INSURANCE CO · EIN 01-2033346 / PN 001 | Pooled Separate Account | — | — | $375K | 2.0% | |
| VANGUARD TOTAL INTL STOCK INDEX JOHN HANCOCK LIFE INSURANCE CO · EIN 01-2033346 / PN 001 | Pooled Separate Account | — | — | $369K | 2.0% | |
| AMERICAN FUNDS FUNDAMENTAL INVESTOR JOHN HANCOCK LIFE INSURANCE CO · EIN 01-2033346 / PN 001 | Pooled Separate Account | — | — | $341K | 1.8% | |
| INVESTMENT CO OF AMERICA JOHN HANCOCK LIFE INSURANCE CO · EIN 01-2033346 / PN 001 | Pooled Separate Account | — | — | $285K | 1.5% | |
| Notes receivable from participants Interest rates of 3.25% - 8.50% | Bonds / Notes | — | — | $239K | 1.3% | |
| VANGUARD MID-CAP VALUE JOHN HANCOCK LIFE INSURANCE CO · EIN 01-2033346 / PN 001 | Pooled Separate Account | — | — | $200K | 1.1% | |
| INVESCO SMALL CAP GROWTH JOHN HANCOCK LIFE INSURANCE CO · EIN 01-2033346 / PN 001 | Pooled Separate Account | — | — | $199K | 1.1% | |
| AMERICAN FUNDS 2060 TD JOHN HANCOCK LIFE INSURANCE CO · EIN 01-0233346 / PN 001 | Pooled Separate Account | — | — | $178K | 1.0% | |
| VANGUARD SMALL CAP VALUE INDEX JOHN HANCOCK LIFE INSURANCE CO · EIN 01-2033346 / PN 001 | Pooled Separate Account | — | — | $165K | 0.9% | |
| VANGUARD TOTAL BOND MARKET INDEX JOHN HANCOCK LIFE INSURANCE CO · EIN 01-2033346 / PN 001 | Pooled Separate Account | — | — | $163K | 0.9% | |
| AF CAPITAL INCOME BUILDER JOHN HANCOCK LIFE INSURANCE CO · EIN 01-2033346 / PN 001 | Pooled Separate Account | — | — | $159K | 0.9% | |
| Vanguard Materials Index Fund | Common Collective Trusts | — | — | $136K | 0.7% | |
| VANGUARD MID-CAP GROWTH ETF JOHN HANCOCK LIFE INSURANCE CO · EIN 01-2033346 / PN 001 | Pooled Separate Account | — | — | $136K | 0.7% | |
| AMERICAN FUNDS NEW WORLD FUND JOHN HANCOCK LIFE INSURANCE CO · EIN 01-2033346 / PN 001 | Pooled Separate Account | — | — | $112K | 0.6% | |
| VANGUARD SMALL CAP GROW INDEX JOHN HANCOCK LIFE INSURANCE CO · EIN 01-2033346 / PN 001 | Pooled Separate Account | — | — | $100K | 0.5% | |
| AMERICAN FUNDS 2020 TD JOHN HANCOCK LIFE INSURANCE CO · EIN 01-2033346 / PN 001 | Pooled Separate Account | — | — | $61K | 0.3% | |
| AMERICAN FUNDS 2065 TD JOHN HANCOCK LIFE INSURANCE · EIN 01-0233346 / PN 001 | Pooled Separate Account | — | — | $50K | 0.3% | |
| ** John Hancock Guaranteed interest account | Insurance Contracts | — | — | $48K | 0.3% | |
| VIRTUS CEREDEX MCV EQUITY JOHN HANCOCK LIFE INSURANCE CO · EIN 01-2033346 / PN 001 | Pooled Separate Account | — | — | $43K | 0.2% | |
| HARTFORD BALANCE INCOME FUND JOHN HANCOCK LIFE INSURANCE CO · EIN 01-2033346 / PN 001 | Pooled Separate Account | — | — | $29K | 0.2% | |
| AMERICAN FUNDS 2015 TD JOHN HANCOCK LIFE INSURANCE CO · EIN 01-2033346 / PN 001 | Pooled Separate Account | — | — | $27K | 0.1% | |
| MUTUAL GLOBAL DISCOVERY JOHN HANCOCK LIFE INSURANCE CO · EIN 01-2033346 / PN 001 | Pooled Separate Account | — | — | $7K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
