Peter BUSS signed KBF CPAS LLP's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
KBF CPAS LLP's EIN is 82-1030164.
Download the official 2024 Form 5500 (PDF) for KBF CPAS LLP from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)KBF CPAS LLP's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA), automatic enrollment.
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| JOHN HANCOCK TRUST COMPANY LLC | 80-0709115 | — | RECORDKEEPER | $46K | — |
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.
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| John Hancock Trust Co. LLC Vanguard 500 Index Fund Adm | Common Collective Trusts | — | — | $4.1M | 13.5% | |
| John Hancock Trust Co. LLC Nuveen Lifecycle Index 2045 Fund | Mutual Funds | — | — | $3.3M | 10.7% | |
| John Hancock Trust Co. LLC Nuveen Lifecycle Index 2050 Fund | Mutual Funds | — | — | $3.3M | 10.7% | |
| John Hancock Trust Co. LLC Nuveen Lifecycle Index 2025 Fund | Mutual Funds | — | — | $2.7M | 8.6% | |
| John Hancock Trust Co. LLC Nuveen Lifecycle Index 2040 Fund | Mutual Funds | — | — | $2.6M | 8.4% | |
| John Hancock Trust Co. LLC Nuveen Lifecycle Index 2035 Fund | Mutual Funds | — | — | $2.2M | 7.1% | |
| John Hancock Trust Co. LLC Nuveen Lifecycle Index 2055 Fund | Mutual Funds | — | — | $1.8M | 6.0% | |
| John Hancock Trust Co. LLC Vanguard Fed Money Market | Mutual Funds | — | — | $1.5M | 4.8% | |
| John Hancock Trust Co. LLC Vanguard I-T Investment Grade Fund | Mutual Funds | — | — | $1.3M | 4.3% | |
| MORLEY STABLE VALUE FUND PRINCIPAL GLOBAL INVESTORS TRUST COMPANY · EIN 93-6274329 / PN 001 | Common Collective Trust | — | — | $1.3M | 4.2% | |
| John Hancock Trust Co. LLC Vanguard Growth Index Fund Adm | Common Collective Trusts | — | — | $1.2M | 4.0% | |
| John Hancock Trust Co. LLC JPMorgan Large Cap Value Fund R6 | Common Stocks | — | — | $462K | 1.5% | |
| John Hancock Trust Co. LLC American New World Fund R6 | Common Stocks | — | — | $432K | 1.4% | |
| John Hancock Trust Co. LLC Vanguard Value Index Fund Adm | Common Collective Trusts | — | — | $360K | 1.2% | |
| John Hancock Trust Co. LLC DFA International Core Equity Portfolio Inst | Mutual Funds | — | — | $356K | 1.2% | |
| John Hancock Trust Co. LLC Nuveen Large Cap Growth Fund Inst | Mutual Funds | — | — | $340K | 1.1% | |
| John Hancock Trust Co. LLC Vanguard Small Cap Index Fund Adm | Common Collective Trusts | — | — | $327K | 1.1% | |
| John Hancock Trust Co. LLC Vanguard Small Growth Index Fund Adm | Common Collective Trusts | — | — | $299K | 1.0% | |
| John Hancock Trust Co. LLC Nuveen Lifecycle Index 2030 Fund | Mutual Funds | — | — | $255K | 0.8% | |
| John Hancock Trust Co. LLC Vanguard Mid Cap Index Fund Adm | Common Collective Trusts | — | — | $242K | 0.8% | |
| John Hancock Trust Co. LLC Vanguard Mid Cap Growth Index Fund Adm | Common Collective Trusts | — | — | $196K | 0.6% | |
| John Hancock Trust Co. LLC Vanguard Real Estate Index Adm | Mutual Funds | — | — | $190K | 0.6% | |
| John Hancock Trust Co. LLC Vanguard Small Cap Value Index Fund Adm | Common Collective Trusts | — | — | $185K | 0.6% | |
| Participant Loans 4.25% -9.50% -0- | Bonds / Notes | — | — | $102K | 0.3% | |
| John Hancock Trust Co. LLC Fidelity International Capital App Fund | Mutual Funds | — | — | $87K | 0.3% | |
| John Hancock Trust Co. LLC Nuveen Lifecycle Index Ret. Income Fund | Mutual Funds | — | — | $86K | 0.3% | |
| John Hancock Trust Co. LLC Vanguard Mid-Cap Value Index Fund Adm | Common Collective Trusts | — | — | $82K | 0.3% | |
| John Hancock Trust Co. LLC American Funds Mod.Growth and Income | Mutual Funds | — | — | $51K | 0.2% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
