Jamie Stefani signed Medici Technologies, LLC's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Medici Technologies, LLC's EIN is 81-1053040.
Download the official 2024 Form 5500 (PDF) for Medici Technologies, LLC from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Medici Technologies, LLC's plan includes profit-sharing, a 401(k) feature, ERISA 404(c) participant direction, 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 USA | 01-0233346 | — | RECORDKEEPER | $1K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| ALERA INVESTMENT ADVISORS | 82-1301707 | — | RIA | $24K | — |
| WILSHIRE ASSOCIATES INC (USA) | 95-2755361 |
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 Lifetime Blend 2040 CIT R2 Pooled separate accounts | Pooled Separate Accounts | — | — | $997K | 15.1% | |
| JH MULTI-INDEX 2040 PRESERV JOHN HANCOCK USA · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $995K | 15.1% | |
| JH Lifetime Blend 2050 CIT R2 Pooled separate accounts | Pooled Separate Accounts | — | — | $563K | 8.5% | |
| JH MULTI-INDEX 2050 PRESERV JOHN HANCOCK USA · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $563K | 8.5% | |
| 500 INDEX FUND JOHN HANCOCK USA · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $542K | 8.2% | |
| JH Lifetime Blend 2035 CIT R2 Pooled separate accounts | Pooled Separate Accounts | — | — | $512K | 7.8% | |
| JH MULTI-INDEX 2035 PRESERV JOHN HANCOCK USA · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $512K | 7.8% | |
| JH MULTIMANAGER BALANCED LS JOHN HANCOCK USA · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $447K | 6.8% | |
| JH Lifetime Blend 2060 CIT R2 Pooled separate accounts | Pooled Separate Accounts | — | — | $379K | 5.7% | |
| JH MULTI-INDEX 2060 PRESERV JOHN HANCOCK USA · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $379K | 5.7% | |
| JH Lifetime Blend 2045 CIT R2 Pooled separate accounts | Pooled Separate Accounts | — | — | $338K | 5.1% | |
| JH MULTI-INDEX 2045 PRESERV JOHN HANCOCK USA · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $338K | 5.1% | |
| CAPITAL APPRECIATION FUND JOHN HANCOCK USA · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $328K | 5.0% | |
| JH Lifetime Blend 2030 CIT R2 Pooled separate accounts | Pooled Separate Accounts | — | — | $314K | 4.8% | |
| JH MULTI-INDEX 2030 PRESERV JOHN HANCOCK USA · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $314K | 4.8% | |
| JH Lifetime Blend 2055 CIT R2 Pooled separate accounts | Pooled Separate Accounts | — | — | $302K | 4.6% | |
| JH MULTI-INDEX 2055 PRESERV JOHN HANCOCK USA · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $302K | 4.6% | |
| JH MULTIMANAGER AGGRESSIVE LS JOHN HANCOCK USA · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $265K | 4.0% | |
| JH MULTIMANAGER GROWTH LS JOHN HANCOCK USA · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $254K | 3.8% | |
| TOTAL STOCK MARKET INDEX FUND JOHN HANCOCK USA · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $222K | 3.4% | |
| SMALL CAP INDEX FUND JOHN HANCOCK USA · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $189K | 2.9% | |
| JOHN HANCOCK STABLE VAL JOHN HANCOCK USA · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $117K | 1.8% | |
| JH LIFETIME BLEND 2065 CIT R2 JOHN HANCOCK USA · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $96K | 1.5% | |
| JH Lifetime Blend 2025 CIT R2 Pooled separate accounts | Pooled Separate Accounts | — | — | $86K | 1.3% | |
| JH MULTI-INDEX 2025 PRESERV JOHN HANCOCK USA · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $86K | 1.3% | |
| JH MULTIMANAGER CONSERV LS JOHN HANCOCK USA · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $63K | 1.0% | |
| VANGUARD SMALL CAP VALUE INDEX JOHN HANCOCK USA · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $55K | 0.8% | |
| FIDELITY CONTRAFUND JOHN HANCOCK USA · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $53K | 0.8% | |
| AMERICAN FUNDS NEW PERSPECTIVE JOHN HANCOCK USA · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $46K | 0.7% | |
| MID VALUE FUND JOHN HANCOCK USA · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $43K | 0.6% | |
| Participant Loans Participant Loans (4.25%-9.25%) -0- | Bonds / Notes | — | — | $38K | 0.6% | |
| JH LIFETIME BLEND 2010 CIT R2 JOHN HANCOCK USA · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $36K | 0.5% | |
| CAPITAL WORLD GROWTH & INCOME JOHN HANCOCK USA · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $26K | 0.4% | |
| MID CAP INDEX FUND JOHN HANCOCK USA · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $22K | 0.3% | |
| INVESTMENT COMPANY OF AMERICA JOHN HANCOCK USA · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $19K | 0.3% | |
| SCIENCE & TECHNOLOGY FUND JOHN HANCOCK USA · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $19K | 0.3% | |
| INVESCO OPP INTL GROWTH FUND JOHN HANCOCK USA · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $13K | 0.2% | |
| DFA EMERGING MARKETS VALUE JOHN HANCOCK USA · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $11K | 0.2% | |
| BLACKROCK LARGE CAP FOCUS VAL JOHN HANCOCK USA · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $9K | 0.1% | |
| VANGUARD MID-CAP VALUE ETF JOHN HANCOCK USA · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $9K | 0.1% | |
| JH MULTIMANAGER MODERATE LS JOHN HANCOCK USA · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $6K | <0.1% | |
| FIDELITY ADVISOR TOTAL BOND JOHN HANCOCK USA · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $5K | <0.1% | |
| FEDERATED HIGH YIELD BOND JOHN HANCOCK USA · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $5K | <0.1% | |
| VANGUARD ENERGY FUND JOHN HANCOCK USA · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $2K | <0.1% | |
| INVESCO INTERNATIONAL BOND JOHN HANCOCK USA · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $2K | <0.1% | |
| AMERICAN CENTURY HERITAGE JOHN HANCOCK USA · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $2K | <0.1% | |
| INVESCO SMALL CAP GROWTH JOHN HANCOCK USA · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $1K | <0.1% | |
| PGIM JENNISON MID CAP GROWTH JOHN HANCOCK USA · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $1K | <0.1% | |
| SMALL CAP STOCK FUND JOHN HANCOCK USA · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $1K | <0.1% | |
| INVESCO DEVELOPING MARKETS JOHN HANCOCK USA · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $1K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| — |
| RIA |
| $1K |
| — |
