Darlene Stoneham signed Applied Concepts, Inc.'s 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Applied Concepts, Inc.'s EIN is 75-1544925.
Download the official 2024 Form 5500 (PDF) for Applied Concepts, Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Applied Concepts, Inc.'s plan includes profit-sharing, a 401(k) feature.
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| JOHN HANCOCK LIFE INSURANCE COMPANY | 01-0233346 | BOSTON, MA | RECORDKEEPER | $416 | — |
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 | |||||
|---|---|---|---|---|---|---|
| JOHN HANCOCK JOHN HANCOCK · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $12.9M | 96.2% | |
| LS GROWTH | Other securities | — | — | $2.3M | 17.5% | |
| LS BALANCE | Other securities | — | — | $1.5M | 11.3% | |
| RL 2025 | Other securities | — | — | $994K | 7.4% | |
| LS AGGRESSIVE | Other securities | — | — | $822K | 6.1% | |
| RL 2035 | Other securities | — | — | $704K | 5.2% | |
| IDX 500 | Common Collective Trusts | — | — | $688K | 5.1% | |
| RL 2030 | Other securities | — | — | $613K | 4.6% | |
| LS MODERATE | Other securities | — | — | $528K | 3.9% | |
| JH STBL 10 | Other securities | — | — | $415K | 3.1% | |
| LS CONSERV | Other securities | — | — | $396K | 3.0% | |
| GRTH INDX | Other securities | — | — | $379K | 2.8% | |
| VS BLUCP | Other securities | — | — | $307K | 2.3% | |
| VAL INDEX | Other securities | — | — | $287K | 2.1% | |
| RL 2020 | Other securities | — | — | $280K | 2.1% | |
| RL 2040 | Other securities | — | — | $262K | 2.0% | |
| IDX MID | Common Collective Trusts | — | — | $205K | 1.5% | |
| ENERGY | Other securities | — | — | $151K | 1.1% | |
| JPM MCVALU | Other securities | — | — | $141K | 1.0% | |
| RL 2055 | Other securities | — | — | $136K | 1.0% | |
| CONTRA | Other securities | — | — | $116K | 0.9% | |
| IDX TOTAL | Common Collective Trusts | — | — | $113K | 0.8% | |
| AF CAP WGI | Other securities | — | — | $106K | 0.8% | |
| FUN ALLCP 987 BEACON | Other securities | — | — | $102K | 0.8% | |
| GROWTH | Other securities | — | — | $101K | 0.8% | |
| VS SCTEC | Other securities | — | — | $97K | 0.7% | |
| WISDOM MC DIV 67 SM-MD GRTH 119 PARTICIPANT LOANS | Participant loans | — | — | $94K | 0.7% | |
| RL 2050 | Other securities | — | — | $91K | 0.7% | |
| VS RESTS | Other securities | — | — | $90K | 0.7% | |
| SMCP VA IN | Other securities | — | — | $88K | 0.7% | |
| DOMINI SOC 962 DC STOCK | Other securities | — | — | $85K | 0.6% | |
| RL 2045 | Other securities | — | — | $83K | 0.6% | |
| HERITAGE 0 WELLS FAR | Other securities | — | — | $78K | 0.6% | |
| INTL GROW | Other securities | — | — | $61K | 0.5% | |
| IDX SMALL | Common Collective Trusts | — | — | $52K | 0.4% | |
| VS FINANCIAL | Other securities | — | — | $51K | 0.4% | |
| AF WASHMUT | Other securities | — | — | $50K | 0.4% | |
| SC WORLD | Other securities | — | — | $45K | 0.3% | |
| JH BOND | Other securities | — | — | $43K | 0.3% | |
| SCI TECH | Other securities | — | — | $41K | 0.3% | |
| NEW WORLD | Other securities | — | — | $38K | 0.3% | |
| AF AM BAL | Other securities | — | — | $34K | 0.3% | |
| BAIRD MC | Other securities | — | — | $34K | 0.3% | |
| RL 2065 | Other securities | — | — | $33K | 0.2% | |
| RL 2060 | Other securities | — | — | $32K | 0.2% | |
| RL 2010 | Other securities | — | — | $31K | 0.2% | |
| DFA TAVA | Mutual Funds | — | — | $29K | 0.2% | |
| US SML CAP | Other securities | — | — | $29K | 0.2% | |
| AF CAP INB | Other securities | — | — | $28K | 0.2% | |
| EMERG MK | Other securities | — | — | $27K | 0.2% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.