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 |
|---|---|---|---|---|---|
| THE RETIREMENT ADVANTAGE, INC. | 39-1816008 | — | RECORDKEEPER | $2K | — |
| TRANSAMERICA RETIREMENT SOLUTIONS | 13-3689044 | — | RECORDKEEPER | $2K | — |
| JOHN HANCOCK LIFE INSURANCE COMPANY | 01-0233346 | BUFFALO, NY | RECORDKEEPING | $670 | — |
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.
| % of plan | |||
|---|---|---|---|
| INTERNATIONAL GROWTH FUND II FEE CL GREAT GRAY TRUST COMPANY · EIN 38-4139842 / PN 619 | Common Collective Trust | $512K | 3.3% |
| VICTORY SYCAMORE EST VALUE JOHN HANCOCK USA · EIN 01-0233363 / PN 000 | Pooled Separate Account | $0 | <0.1% |
| ISHARES MSCI EAFE VALUE ETF JOHN HANCOCK USA · EIN 01-0233372 / PN 000 | Pooled Separate Account | $0 | <0.1% |
| AMERICAN FUNDS 2050 TD JOHN HANCOCK USA · EIN 01-0233349 / PN 000 | Pooled Separate Account | $0 | <0.1% |
| AMERICAN FUNDS 2045 TD JOHN HANCOCK USA · EIN 01-0233350 / PN 000 | Pooled Separate Account | $0 | <0.1% |
| AMERICAN FUNDS 2040 TD JOHN HANCOCK USA · EIN 01-0233351 / PN 000 | Pooled Separate Account | $0 | <0.1% |
| AMERICAN FUNDS 2035 TD JOHN HANCOCK USA · EIN 01-0233352 / PN 000 | Pooled Separate Account | $0 | <0.1% |
| AMERICAN FUNDS 2030 TD JOHN HANCOCK USA · EIN 01-0233353 / PN 000 | Pooled Separate Account | $0 | <0.1% |
| AMERICAN FUNDS 2025 TD JOHN HANCOCK USA · EIN 01-0233354 / PN 000 | Pooled Separate Account | $0 | <0.1% |
| AMERICAN FUNDS 2020 TD JOHN HANCOCK USA · EIN 01-0233355 / PN 000 | Pooled Separate Account | $0 | <0.1% |
| AMERICAN FUNDS 2055 TD JOHN HANCOCK USA · EIN 01-0233348 / PN 000 | Pooled Separate Account | $0 | <0.1% |
| AMERICAN FUNDS NEW WORLD FUND JOHN HANCOCK USA · EIN 01-0233357 / PN 000 | Pooled Separate Account | $0 | <0.1% |
| CLEARBRIDGE LARGE CAP GROWTH JOHN HANCOCK USA · EIN 01-0233358 / PN 000 | Pooled Separate Account | $0 | <0.1% |
| HARTFORD MIDCAP FUND JOHN HANCOCK USA · EIN 01-0233359 / PN 000 | Pooled Separate Account | $0 | <0.1% |
| JPMORGAN SMID CAP FUND JOHN HANCOCK USA · EIN 01-0233360 / PN 000 | Pooled Separate Account | $0 | <0.1% |
| T. ROWE PRICE SML CAP VAL JOHN HANCOCK USA · EIN 01-0233361 / PN 000 | Pooled Separate Account | $0 | <0.1% |
| VANGUARD SMALL CAP VALUE INDEX JOHN HANCOCK USA · EIN 01-0233362 / PN 000 | Pooled Separate Account | $0 | <0.1% |
| AMERICAN FUNDS 2060 TD JOHN HANCOCK USA · EIN 01-0233347 / PN 000 | Pooled Separate Account | $0 | <0.1% |
| 500 INDEX FUND JOHN HANCOCK USA · EIN 01-0233364 / PN 000 | Pooled Separate Account | $0 | <0.1% |
| CAPITAL WORLD GROWTH & INCOME JOHN HANCOCK USA · EIN 01-0233365 / PN 000 | Pooled Separate Account | $0 | <0.1% |
| AMERICAN FUNDS FUNDAMENTAL INV JOHN HANCOCK USA · EIN 01-0233366 / PN 000 | Pooled Separate Account | $0 | <0.1% |
| DFA INTL SMALL CAP VALUE JOHN HANCOCK USA · EIN 01-0233367 / PN 000 | Pooled Separate Account | $0 | <0.1% |
| DFA INTL SMALL COMPANY FUND JOHN HANCOCK USA · EIN 01-0233368 / PN 000 | Pooled Separate Account | $0 | <0.1% |
| DODGE & COX STOCK FUND JOHN HANCOCK USA · EIN 01-0233369 / PN 000 | Pooled Separate Account | $0 | <0.1% |
| INVESCO DIVERSIFIED DIVIDEND JOHN HANCOCK USA · EIN 01-0233370 / PN 000 | Pooled Separate Account | $0 | <0.1% |
| ISHARES MSCI EAFE GROWTH ETF JOHN HANCOCK USA · EIN 01-0233371 / PN 000 | Pooled Separate Account | $0 | <0.1% |
| AMERICAN FUNDS 2065 TD JOHN HANCOCK USA · EIN 01-0233346 / PN 000 | Pooled Separate Account | $0 | <0.1% |
| JOHN HANCOCK INTL GROWTH JOHN HANCOCK USA · EIN 01-0233373 / PN 000 | Pooled Separate Account | $0 | <0.1% |
| BRANDYWINE GLOBAL OPPS BOND JOHN HANCOCK USA · EIN 01-0233374 / PN 000 | Pooled Separate Account | $0 | <0.1% |
| FEDERATED HIGH YIELD BOND JOHN HANCOCK USA · EIN 01-0233375 / PN 000 | Pooled Separate Account | $0 | <0.1% |
| INVESCO CORE PLUS BOND FUND JOHN HANCOCK USA · EIN 01-0233376 / PN 000 | Pooled Separate Account | $0 | <0.1% |
| JOHN HANCOCK BOND FUND JOHN HANCOCK USA · EIN 01-0233377 / PN 000 | Pooled Separate Account | $0 | <0.1% |
| RELIANCE METLIFE STABLE VALUE JOHN HANCOCK USA · EIN 01-0233378 / PN 000 | Pooled Separate Account | $0 | <0.1% |
| ALLSPRING SMALL COMPANY GROWTH JOHN HANCOCK USA · EIN 01-0233356 / PN 000 | Pooled Separate Account | $0 | <0.1% |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| EDWARD D. JONES & CO. , L.P. | 43-0345811 | — | RIA | $19K | — |
| HILLTOP SECURITIES INC | 75-1382137 | — | INVESTMENT ADVISORY PLAN | $8K | — |
| LEAFHOUSE FINANCIAL ADVISORS, LLC | 26-4311657 | — | INVESTMENT ADVISORY PLAN | $2K | — |
| WILSHIRE ASSOCIATES INC | 95-2755361 | SANTA MONICA, CA | RIA | $2K | — |
