Intervala, LLC's EIN is 81-0760901.
Download the official 2024 Form 5500 (PDF) for Intervala, LLC from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Intervala, LLC's plan includes ERISA 404(c) participant direction, a 401(k) feature, 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 |
|---|---|---|---|---|---|
| JOHN HANCOCK LIFE INSURANCE COMPANY | 01-0233346 | BUFFALO, NY | RECORDKEEPER | $12K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| HEFREN-TILLOTSON, INC. | 25-1121408 | PITTSBURGH, PA | INVESTMENT ADVISOR | $0 | — |
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 | |||||
|---|---|---|---|---|---|---|
| JH MULTIMANAGER 2030 LIFETIME JOHN HANCOCK USA · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $3.4M | 15.5% | |
| JH MULTIMANAGER 2040 LIFETIME JOHN HANCOCK USA · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $2.9M | 13.0% | |
| JH MULTIMANAGER 2035 LIFETIME JOHN HANCOCK USA · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $2.9M | 12.9% | |
| JH MULTIMANAGER 2025 LIFETIME JOHN HANCOCK USA · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $2.2M | 10.1% | |
| JOHN HANCOCK JPM LCGRW | Other securities | — | — | $1.5M | 6.6% | |
| JPMORGAN LARGE CAP GROWTH JOHN HANCOCK USA · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $1.5M | 6.6% | |
| MID CAP INDEX FUND JOHN HANCOCK USA · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $1.2M | 5.4% | |
| JH MULTIMANAGER 2050 LIFETIME JOHN HANCOCK USA · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $1.0M | 4.6% | |
| JH MULTIMANAGER 2020 LIFETIME JOHN HANCOCK USA · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $915K | 4.1% | |
| JH MULTIMANAGER 2045 LIFETIME JOHN HANCOCK USA · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $783K | 3.5% | |
| 500 INDEX FUND JOHN HANCOCK USA · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $697K | 3.1% | |
| AF AMERICAN BALANCED FUND JOHN HANCOCK USA · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $691K | 3.1% | |
| JH MULTIMANAGER 2060 LIFETIME JOHN HANCOCK USA · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $569K | 2.6% | |
| INVESCO SMALL CAP GROWTH JOHN HANCOCK USA · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $566K | 2.6% | |
| JH MULTIMANAGER 2055 LIFETIME JOHN HANCOCK USA · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $312K | 1.4% | |
| WASHINGTON MUTUAL INVESTORS JOHN HANCOCK USA · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $310K | 1.4% | |
| and 9.50% - 0 - | Bonds / Notes | — | — | $293K | 1.3% | |
| JOHN HANCOCK RL 2065 | Other securities | — | — | $279K | 1.3% | |
| SMALL CAP INDEX FUND JOHN HANCOCK USA · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $279K | 1.3% | |
| JH MULTIMANAGER 2065 LIFETIME JOHN HANCOCK USA · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $276K | 1.2% | |
| JOHN HANCOCK MID CAP GROWTH JOHN HANCOCK USA · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $261K | 1.2% | |
| JOHN HANCOCK BOND FUND JOHN HANCOCK USA · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $222K | 1.0% | |
| JOHN HANCOCK FED HIYLD | Other securities | — | — | $162K | 0.7% | |
| FEDERATED HIGH YIELD BOND JOHN HANCOCK USA · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $162K | 0.7% | |
| DFA US TARGETED VALUE FUND JOHN HANCOCK USA · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $155K | 0.7% | |
| AMERICAN FUNDS EUROPAC GROWTH JOHN HANCOCK USA · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $108K | 0.5% | |
| JOHN HANCOCK STABLE VAL JOHN HANCOCK USA · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $106K | 0.5% | |
| JOHN HANCOCK LOAN SA 1 | Common Stocks | — | — | $96K | 0.4% | |
| JH MULTIMANAGER LIFETIME JOHN HANCOCK USA · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $72K | 0.3% | |
| AMERICAN FUNDS NEW WORLD FUND JOHN HANCOCK USA · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $52K | 0.2% | |
| JOHN HANCOCK NEW WORLD | Other securities | — | — | $52K | 0.2% | |
| JH MULTIMANAGER LIFETIME JOHN HANCOCK USA · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $46K | 0.2% | |
| JOHN HANCOCK LOAN SA 2 | Common Stocks | — | — | $45K | 0.2% | |
| JOHN HANCOCK LOAN SA 5 | Common Stocks | — | — | $43K | 0.2% | |
| JOHN HANCOCK AF CAP WGI | Other securities | — | — | $38K | 0.2% | |
| CAPITAL WORLD GROWTH & INCOME JOHN HANCOCK USA · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $38K | 0.2% | |
| JH DISCIPLINED VALUE INTL FUND JOHN HANCOCK USA · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $34K | 0.2% | |
| JOHN HANCOCK LOAN SA 7 | Common Stocks | — | — | $32K | 0.1% | |
| JOHN HANCOCK LOAN SA 3 | Common Stocks | — | — | $26K | 0.1% | |
| JOHN HANCOCK LOAN SA 4 | Common Stocks | — | — | $22K | <0.1% | |
| JOHN HANCOCK LOAN SA 6 | Common Stocks | — | — | $10K | <0.1% | |
| JOHN HANCOCK LOAN SA 11 | Common Stocks | — | — | $8K | <0.1% | |
| JOHN HANCOCK LOAN SA 10 | Common Stocks | — | — | $6K | <0.1% | |
| JOHN HANCOCK LOAN SA 9 | Common Stocks | — | — | $4K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| METRO BENEFITS, INC. | 25-1541083 | PITTSBURGH, PA | THIRD PARTY ADMIN | $0 | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| ROBERT W. BAIRD & CO. INC. | 39-6037917 | MILWAUKEE, WI | INVESTMENT AD VISOR | $0 | — |
