Shannon HORN signed DTJ Design, Inc.'s 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
DTJ Design, Inc.'s EIN is 84-1085729.
Download the official 2024 Form 5500 (PDF) for DTJ Design, Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)DTJ Design, Inc.'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 | $2K | — |
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 GROWTH JOHN HANCOCK LIFE INSURANCE CO USA · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $2.0M | 18.8% | |
| JH MULTIMANAGER 2025 LIFETIME JOHN HANCOCK LIFE INSURANCE CO USA · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $1.3M | 12.4% | |
| 500 INDEX FUND JOHN HANCOCK LIFE INSURANCE CO USA · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $855K | 7.9% | |
| JH MULTIMANAGER 2045 LIFETIME JOHN HANCOCK LIFE INSURANCE CO USA · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $690K | 6.4% | |
| JH MULTIMANAGER 2020 LIFETIME JOHN HANCOCK LIFE INSURANCE CO USA · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $633K | 5.8% | |
| JH MULTIMANAGER 2055 LIFETIME JOHN HANCOCK LIFE INSURANCE CO USA · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $494K | 4.6% | |
| AMERICAN FUNDS FUNDAMENTAL INV JOHN HANCOCK LIFE INSURANCE CO USA · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $483K | 4.4% | |
| JH Stable Val Gntd Income Fund Stable Value Fund | Stable Value | — | — | $468K | 4.3% | |
| MID CAP INDEX FUND JOHN HANCOCK LIFE INSURANCE CO USA · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $401K | 3.7% | |
| JH MULTIMANAGER BALANCED JOHN HANCOCK LIFE INSURANCE CO USA · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $376K | 3.5% | |
| JH MULTIMANAGER 2060 LIFETIME JOHN HANCOCK LIFE INSURANCE CO USA · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $311K | 2.9% | |
| JH MULTIMANAGER AGGRESSIVE JOHN HANCOCK LIFE INSURANCE CO USA · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $291K | 2.7% | |
| EQUITY INCOME FUND JOHN HANCOCK LIFE INSURANCE CO USA · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $282K | 2.6% | |
| CAPITAL APPRECIATION FUND JOHN HANCOCK LIFE INSURANCE CO USA · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $235K | 2.2% | |
| JH MULTIMANAGER 2065 LIFETIME JOHN HANCOCK LIFE INSURANCE CO USA · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $187K | 1.7% | |
| TOTAL STOCK MARKET INDEX FUND JOHN HANCOCK LIFE INSURANCE CO USA · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $175K | 1.6% | |
| JH MULTIMANAGER 2040 LIFETIME JOHN HANCOCK LIFE INSURANCE CO USA · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $172K | 1.6% | |
| JH MULTIMANAGER 2035 LIFETIME JOHN HANCOCK LIFE INSURANCE CO USA · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $154K | 1.4% | |
| JH MULTIMANAGER MODERATE JOHN HANCOCK LIFE INSURANCE CO USA · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $136K | 1.2% | |
| VANGUARD MID-CAP VALUE ETF JOHN HANCOCK LIFE INSURANCE CO USA · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $129K | 1.2% | |
| JH MULTIMANAGER 2050 LIFETIME JOHN HANCOCK LIFE INSURANCE CO USA · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $127K | 1.2% | |
| JH MULTIMANAGER CONSERVATIVE JOHN HANCOCK LIFE INSURANCE CO USA · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $112K | 1.0% | |
| VANGUARD MID-CAP GROWTH ETF JOHN HANCOCK LIFE INSURANCE CO USA · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $96K | 0.9% | |
| SMALL CAP INDEX FUND JOHN HANCOCK LIFE INSURANCE CO USA · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $95K | 0.9% | |
| JH MULTIMANAGER 2030 LIFETIME JOHN HANCOCK LIFE INSURANCE CO USA · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $56K | 0.5% | |
| FIDELIT ADVISOR TOTAL BOND JOHN HANCOCK LIFE INSURANCE CO USA · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $56K | 0.5% | |
| ISHARES GOLD TRUST ETF JOHN HANCOCK LIFE INSURANCE CO USA · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $50K | 0.5% | |
| SMALL CAP VALUE FUND JOHN HANCOCK LIFE INSURANCE CO USA · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $40K | 0.4% | |
| Various maturity dates through August 2028; secured by participants' vested account balances; interest rates at * Notes Receivable From Participants 10.50% | Bonds / Notes | — | — | $32K | 0.3% | |
| T. ROWE PRICE SML CAP VAL JOHN HANCOCK LIFE INSURANCE CO USA · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $31K | 0.3% | |
| STRATEGIC INCOME OPP FUND JOHN HANCOCK LIFE INSURANCE CO USA · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $31K | 0.3% | |
| CAPITAL WORLD GROWTH & INCOME JOHN HANCOCK LIFE INSURANCE CO USA · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $27K | 0.2% | |
| VANGUARD ENERGY FUND JOHN HANCOCK LIFE INSURANCE CO USA · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $26K | 0.2% | |
| TOTAL BOND MARKET FUND JOHN HANCOCK LIFE INSURANCE CO USA · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $23K | 0.2% | |
| INVESCO DEVELOPING MARKETS JOHN HANCOCK LIFE INSURANCE CO USA · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $23K | 0.2% | |
| DFA GLOBAL EQUITY INCOME JOHN HANCOCK LIFE INSURANCE CO USA · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $22K | 0.2% | |
| INVESCO INTERNATIONAL BOND JOHN HANCOCK LIFE INSURANCE CO USA · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $22K | 0.2% | |
| PIMCO REAL RETURN JOHN HANCOCK LIFE INSURANCE CO USA · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $21K | 0.2% | |
| INTL EQUITY INDEX FUND JOHN HANCOCK LIFE INSURANCE CO USA · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $20K | 0.2% | |
| HIGH YIELD FUND JOHN HANCOCK LIFE INSURANCE CO USA · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $17K | 0.2% | |
| JOHN HANCOCK MID CAP GROWTH JOHN HANCOCK LIFE INSURANCE CO USA · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $12K | 0.1% | |
| PIMCO ALL ASSET JOHN HANCOCK LIFE INSURANCE CO USA · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $11K | 0.1% | |
| SMALL CAP STOCK FUND JOHN HANCOCK LIFE INSURANCE CO USA · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $7K | <0.1% | |
| REAL ESTATE SECURITIES FUND JOHN HANCOCK LIFE INSURANCE CO USA · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $5K | <0.1% | |
| DFA INTERNATIONAL VALUE JOHN HANCOCK LIFE INSURANCE CO USA · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $4K | <0.1% | |
| ISHARES MSCI EAFE GROWTH ETF JOHN HANCOCK LIFE INSURANCE CO USA · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $3K | <0.1% | |
| DFA US TARGETED VALUE FUND JOHN HANCOCK LIFE INSURANCE CO USA · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $2K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
