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 INSURANCE COMPANY | 01-0233346 | BUFFALO, NY | RECORDKEEPER | $2K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| RESOURCE INVESTMENT ADVISORS | 43-1451524 | CARLSBAD, CA | INVESTMENT ADVISOR | $26K | — |
| WILSHIRE ASSOCIATES, INC. | 95-2755361 | SANTA MONICA, CA | INVESTMENT ADVISOR | $3K | — |
Rows tagged as a trust or pooled fund hold many underlying securities. Their holdings are itemized on each fund’s own Form 5500.
| Investment | Type | Current value | % of plan |
|---|---|---|---|
| FID FREEDOM IDX 2040 PREMIER JOHN HANCOCK U.S.A. · EIN 01-0233346 / PN 000 | Pooled Separate Account | $1.2M | 18.3% |
| FID FREEDOM IDX 2045 PREMIER JOHN HANCOCK U.S.A. · EIN 01-0233346 / PN 000 | Pooled Separate Account | $815K | 12.5% |
| FID FREEDOM IDX 2050 PREMIER JOHN HANCOCK U.S.A. · EIN 01-0233346 / PN 000 | Pooled Separate Account | $806K | 12.3% |
| FID FREEDOM IDX 2035 PREMIER JOHN HANCOCK U.S.A. · EIN 01-0233346 / PN 000 | Pooled Separate Account | $726K | 11.1% |
| FID FREEDOM IDX 2030 PREMIER JOHN HANCOCK U.S.A. · EIN 01-0233346 / PN 000 | Pooled Separate Account | $485K | 7.4% |
| FIDELITY 500 INDEX FD JOHN HANCOCK U.S.A. · EIN 01-0233346 / PN 000 | Pooled Separate Account | $416K | 6.4% |
| FID FREEDOM IDX 2025 PREMIER JOHN HANCOCK U.S.A. · EIN 01-0233346 / PN 000 | Pooled Separate Account | $271K | 4.2% |
| FID FREEDOM IDX 2055 PREMIER JOHN HANCOCK U.S.A. · EIN 01-0233346 / PN 000 | Pooled Separate Account | $260K | 4.0% |
| JP MORGAN LARGE GROWTH R6 JOHN HANCOCK U.S.A. · EIN 01-0233346 / PN 000 | Pooled Separate Account | $242K | 3.7% |
| FIDELITY SM CAP INDEX FUND JOHN HANCOCK U.S.A. · EIN 01-0233346 / PN 000 | Pooled Separate Account | $239K | 3.7% |
| FID FREEDOM IDX 2065 PREMIER JOHN HANCOCK U.S.A. · EIN 01-0233346 / PN 000 | Pooled Separate Account | $229K | 3.5% |
| FID FREEDOM IDX 2060 PREMIER JOHN HANCOCK U.S.A. · EIN 01-0233346 / PN 000 | Pooled Separate Account | $207K | 3.2% |
| FID FREEDOM IDX 2020 PREMIER JOHN HANCOCK U.S.A. · EIN 01-0233346 / PN 000 | Pooled Separate Account | $176K | 2.7% |
| DFA US LARGE CAP VALUE PORT JOHN HANCOCK U.S.A. · EIN 01-0233346 / PN 000 | Pooled Separate Account | $139K | 2.1% |
| FIDELITY INTL CAP APPREC K6 JOHN HANCOCK U.S.A. · EIN 01-0233346 / PN 000 | Pooled Separate Account | $64K | 1.0% |
| DFA INTERNATIONAL VALUE PRT I JOHN HANCOCK U.S.A. · EIN 01-0233346 / PN 000 | Pooled Separate Account | $54K | 0.8% |
| JOHN HANCOCK STABLE VAL FD R6 JOHN HANCOCK U.S.A. · EIN 01-0233346 / PN 000 | Pooled Separate Account | $41K | 0.6% |
| HARBOR CORE PLUS INST JOHN HANCOCK U.S.A. · EIN 01-0233346 / PN 000 | Pooled Separate Account | $20K | 0.3% |
| FID FREEDOM IDX INC PREMIER JOHN HANCOCK U.S.A. · EIN 01-0233346 / PN 000 | Pooled Separate Account | $16K | 0.2% |
| ALLSPRING REAL RETURN R6 JOHN HANCOCK U.S.A. · EIN 01-0233346 / PN 000 | Pooled Separate Account | $16K | 0.2% |
| FIDELITY INTERNATIONAL IDX FD JOHN HANCOCK U.S.A. · EIN 01-0233346 / PN 000 | Pooled Separate Account | $12K | 0.2% |
| JPMORGAN US GOVT MMKT CAP CL JOHN HANCOCK U.S.A. · EIN 01-0233346 / PN 000 | Pooled Separate Account | $563 | <0.1% |
