IFS Acquisition LLC's EIN is 83-0830569.
Download the official 2024 Form 5500 (PDF) for IFS Acquisition LLC from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)IFS Acquisition LLC's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, 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 | — | RECORDKEEPER | $1K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| MERRILL LYNCH | 13-5674085 | — | REG INV ADVISOR | $52K | — |
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 | |||||
|---|---|---|---|---|---|---|
| VANGUARD BALANCED INDEX FUND JOHN HANCOCK USA · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $9.4M | 50.8% | |
| Vanguard BALANCED INDEX FUND - | Common Collective Trusts | — | — | $8.8M | 47.6% | |
| JH MULTIMANAGER CONSERVATIVE LS JOHN HANCOCK USA · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $1.8M | 10.0% | |
| John Hancock JH LS CON ACTIVE STRATEGY - | Other securities | — | — | $1.7M | 9.4% | |
| John Hancock JH LS AGG ACTIVE STRATEGY - | Other securities | — | — | $1.5M | 8.1% | |
| JH MULTIMANAGER MODERATE LS JOHN HANCOCK USA · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $1.4M | 7.6% | |
| John Hancock JH LS MOD ACTIVE STRATEGY - | Other securities | — | — | $1.4M | 7.4% | |
| JH MULTIMANAGER AGGRESSIVE LS JOHN HANCOCK USA · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $1.1M | 5.8% | |
| American Funds MONEY MARKET FUND - | Mutual Funds | — | — | $957K | 5.2% | |
| NUVEEN LARGE-CAP GROWTH INDEX JOHN HANCOCK USA · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $943K | 5.1% | |
| TIAA-CREF LARGE CAP GROWTH FUN - | Mutual Funds | — | — | $875K | 4.8% | |
| AF THE INCOME FUND OF AMERICA JOHN HANCOCK USA · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $766K | 4.2% | |
| American Funds INCOME FUND OF AMERICA - | Mutual Funds | — | — | $709K | 3.8% | |
| FIDELITY MID CAP INDEX FUND JOHN HANCOCK USA · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $513K | 2.8% | |
| Fidelity MID CAP INDEX FUND - | Common Collective Trusts | — | — | $460K | 2.5% | |
| VANGUARD VALUE INDEX FUND JOHN HANCOCK USA · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $376K | 2.0% | |
| Notes receivable from participants Interest rates: 3.25% - 10.50% - | Bonds / Notes | — | — | $375K | 2.0% | |
| NUVEEN EQUITY INDEX FUND JOHN HANCOCK USA · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $365K | 2.0% | |
| TIAA-CREF EQUITY INDEX FUND - | Common Collective Trusts | — | — | $354K | 1.9% | |
| Vanguard VALUE INDEX FUND - | Common Collective Trusts | — | — | $326K | 1.8% | |
| VANGUARD MID-CAP GROWTH ETF JOHN HANCOCK USA · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $312K | 1.7% | |
| Vanguard MID CAP GROWTH ETF - | Mutual Funds | — | — | $281K | 1.5% | |
| BLACKROCK EAFE EQUITY INDEX JOHN HANCOCK USA · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $123K | 0.7% | |
| VANGUARD TOTAL WORLD STOCK INDEX ET JOHN HANCOCK USA · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $119K | 0.6% | |
| Vanguard TOT WLD STK INDEX - | Mutual Funds | — | — | $116K | 0.6% | |
| NUVEEN SMALL-CAP BLEND INDEX JOHN HANCOCK USA · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $100K | 0.5% | |
| TIAA-CREF SMALL CAP BLEND IDX - | Common Collective Trusts | — | — | $99K | 0.5% | |
| Vanguard TOTAL BOND MARKET IDX - | Common Collective Trusts | — | — | $91K | 0.5% | |
| Blackrock EAFE EQUITY INDEX - | Common Collective Trusts | — | — | $87K | 0.5% | |
| John Hancock 3-YEAR COMPOUND ACCOUNT - | Other securities | — | — | $78K | 0.4% | |
| John Hancock JOHN HANCOCK INCOME FUND - | Other securities | — | — | $70K | 0.4% | |
| Vanguard SMALL CAP GROW INDEX - | Mutual Funds | — | — | $41K | 0.2% | |
| NORTHERN EM EQUITY INDEX FUND JOHN HANCOCK USA · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $28K | 0.2% | |
| VANGUARD SMALL CAP GROW INDEX JOHN HANCOCK USA · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $23K | 0.1% | |
| Northern EM EQUITY INDEX FUND - | Common Collective Trusts | — | — | $23K | 0.1% | |
| AllianceBernstein AB HIF - | Other securities | — | — | $20K | 0.1% | |
| VANGUARD SMALL CAP VALUE INDEX JOHN HANCOCK USA · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $13K | <0.1% | |
| John Hancock 10-YEAR COMPOUND ACCOUNT - | Other securities | — | — | $13K | <0.1% | |
| Vanguard SMALL CAP VALUE INDEX - | Mutual Funds | — | — | $13K | <0.1% | |
| Fidelity REAL ESTATE INDEX - | Mutual Funds | — | — | $12K | <0.1% | |
| American Century AC INFLATION FUND - | Other securities | — | — | $7K | <0.1% | |
| FIDELITY REAL ESTATE INDEX JOHN HANCOCK USA · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $6K | <0.1% | |
| Rivernorth/DoubleLine OPP INTB - | Other securities | — | — | $6K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
