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 LIFE INS. COMPANY | 01-0233346 | BUFFALO, NY | RECORDKEEPER | $775 | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| MILLSTONE EVANS GROUP LLC | — | BOULDER, CO | RIA | $14K | — |
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 LIFETIME BLEND 2055 CIT JOHN HANCOCK USA · EIN 01-0233346 / PN 000 | Pooled Separate Account | $864K | 27.0% |
| JH LIFETIME BLEND 2035 CIT JOHN HANCOCK USA · EIN 01-0233346 / PN 000 | Pooled Separate Account | $692K | 21.6% |
| JH LIFETIME BLEND 2060 CIT JOHN HANCOCK USA · EIN 01-0233346 / PN 000 | Pooled Separate Account | $632K | 19.8% |
| JH LIFETIME BLEND 2040 CIT JOHN HANCOCK USA · EIN 01-0233346 / PN 000 | Pooled Separate Account | $436K | 13.6% |
| JH LIFETIME BLEND 2050 CIT JOHN HANCOCK USA · EIN 01-0233346 / PN 000 | Pooled Separate Account | $336K | 10.5% |
| JH LIFETIME BLEND 2045 CIT JOHN HANCOCK USA · EIN 01-0233346 / PN 000 | Pooled Separate Account | $73K | 2.3% |
| JH LIFETIME BLEND 2065 CIT JOHN HANCOCK USA · EIN 01-0233346 / PN 000 | Pooled Separate Account | $28K | 0.9% |
| VANGUARD MID-CAP GROWTH ETF JOHN HANCOCK USA · EIN 01-0233346 / PN 000 | Pooled Separate Account | $17K | 0.5% |
| AMERICAN FUNDS FUNDAMENTAL INV JOHN HANCOCK USA · EIN 01-0233346 / PN 000 | Pooled Separate Account | $10K | 0.3% |
| T ROWE PRICE SML CAP VAL JOHN HANCOCK USA · EIN 01-0233346 / PN 000 | Pooled Separate Account | $5K | 0.2% |
| T ROWE PRICE INTEGR US SC GR JOHN HANCOCK USA · EIN 01-0233346 / PN 000 | Pooled Separate Account | $5K | 0.1% |
| DODGE & COX INTERNATIONAL ST JOHN HANCOCK USA · EIN 01-0233346 / PN 000 | Pooled Separate Account | $3K | 0.1% |
| COLUMBIA DIVIDEND INCOME FUND JOHN HANCOCK USA · EIN 01-0233346 / PN 000 | Pooled Separate Account | $2K | <0.1% |
| PARNASSUS MID CAP FUND JOHN HANCOCK USA · EIN 01-0233346 / PN 000 | Pooled Separate Account | $2K | <0.1% |
| JOHN HANCOCK INCOME FUND JOHN HANCOCK USA · EIN 01-0233346 / PN 000 | Pooled Separate Account | $2K | <0.1% |
| CLEARBRIDGE GROWTH FUND JOHN HANCOCK USA · EIN 01-0233346 / PN 000 | Pooled Separate Account | $1K | <0.1% |
| AMERICAN FUNDS EUROPAC GROWTH JOHN HANCOCK USA · EIN 01-0233346 / PN 000 | Pooled Separate Account | $1K | <0.1% |