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 | $16K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| CHOICE WEATLH ADVISORS | 20-2441108 | WATERVILLE, ME | RIA | $0 | — |
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.
| % of plan | |||
|---|---|---|---|
| BLACKROCK LIFEPATH INDEX 2050 ALCOM, LLC · EIN 84-8169205 / PN 101 | Pooled Separate Account | $2.2M | 14.0% |
| BLACKROCK LIFEPATH INDEX 2045 ALCOM, LLC · EIN 84-8169205 / PN 101 | Pooled Separate Account | $2.0M | 12.5% |
| BLACKROCK LIFEPATH INDEX 2040 ALCOM, LLC · EIN 84-8169205 / PN 101 | Pooled Separate Account | $1.9M | 12.0% |
| BLACKROCK LIFEPATH INDEX 2055 ALCOM, LLC · EIN 84-1692055 / PN 101 | Pooled Separate Account | $1.7M | 10.9% |
| BLACKROCK LIFEPATH INDEX 2060 ALCOM, LLC · EIN 84-1692055 / PN 101 | Pooled Separate Account | $1.5M | 9.8% |
| BLACKROCK LIFEPATH INDEX 2030 ALCOM, LLC · EIN 84-1692055 / PN 101 | Pooled Separate Account | $1.3M | 8.3% |
| BLACKROCK LIFEPATH INDEX 2035 ALCOM, LLC · EIN 84-1692055 / PN 101 | Pooled Separate Account | $1.1M | 7.2% |
| BLACKROCK LIFEPATH INDEX 2025 ALCOM, LLC · EIN 84-1692055 / PN 101 | Pooled Separate Account | $957K | 6.1% |
| BLACKROCK LIFEPATH INDEX 2065 ALCOM, LLC · EIN 84-1692055 / PN 101 | Pooled Separate Account | $694K | 4.4% |
| BLUE CHIP GROWTH FUND ALCOM, LLC · EIN 84-1692055 / PN 101 | Pooled Separate Account | $316K | 2.0% |
| 500 INDEX FUND ALCOM, LLC · EIN 84-1692055 / PN 101 | Pooled Separate Account | $210K | 1.3% |
| PGIM JENNISON MID CAP GROWTH ALCOM, LLC · EIN 84-1692055 / PN 101 | Pooled Separate Account | $190K | 1.2% |
| BLACKROCK LIFEPATH INDEX RET ALCOM, LLC · EIN 84-1692055 / PN 101 | Pooled Separate Account | $145K | 0.9% |
| VANGUARD EXPLORER FUND ALCOM, LLC · EIN 84-1692055 / PN 101 | Pooled Separate Account | $142K | 0.9% |
| AF THE GROWTH FUND OF AMERICA ALCOM, LLC · EIN 84-1692055 / PN 101 | Pooled Separate Account | $137K | 0.9% |
| DODGE & COX STOCK FUND ALCOM, LLC · EIN 84-1692055 / PN 101 | Pooled Separate Account | $103K | 0.7% |
| FEDERATED HIGH YIELD BOND ALCOM, LLC · EIN 84-1692055 / PN 101 | Pooled Separate Account | $85K | 0.5% |
| DFA EMERGING MARKETS VALUE ALCOM, LLC · EIN 84-1692055 / PN 101 | Pooled Separate Account | $74K | 0.5% |
| DFA INFLATION-PROTECTED SEC ALCOM, LLC · EIN 84-1692055 / PN 101 | Pooled Separate Account | $54K | 0.3% |
| AB GLOBAL BOND FUND ALCOM, LLC · EIN 84-1692055 / PN 101 | Pooled Separate Account | $39K | 0.2% |
| JH MULTIMANAGER GROWTH LS ALCOM, LLC · EIN 84-1692055 / PN 101 | Pooled Separate Account | $21K | 0.1% |
| NUVEEN SMALL-CAP BLEND INDEX ALCOM, LLC · EIN 84-1692055 / PN 101 | Pooled Separate Account | $5K | <0.1% |
| HARBOR MID CAP VALUE FUND ALCOM, LLC · EIN 84-1692055 / PN 101 | Pooled Separate Account | $5K | <0.1% |
| JH MULTIMANAGER AGGRESSIVE LS ALCOM, LLC · EIN 84-1692055 / PN 101 | Pooled Separate Account | $3K | <0.1% |
| FIDELITY REAL ESTATE INDEX ALCOM, LLC · EIN 84-1692055 / PN 101 | Pooled Separate Account | $2K | <0.1% |
| AMERICAN FUND FUNDAMENTAL INV ALCOM, LLC · EIN 84-1692055 / PN 101 | Pooled Separate Account | $1K | <0.1% |
| MID VALUE FUND ALCOM, LLC · EIN 84-1692055 / PN 101 | Pooled Separate Account | $828 | <0.1% |
| JOHN HANCOCK DISCIPLINED VALUE ALCOM, LLC · EIN 84-1692055 / PN 101 | Pooled Separate Account | $816 | <0.1% |
| AF THE INCOME FUND OF AMERICA ALCOM, LLC · EIN 84-1692055 / PN 101 | Pooled Separate Account | $649 | <0.1% |
| TOTAL BOND MARKET FUND ALCOM, LLC · EIN 84-1692055 / PN 101 | Pooled Separate Account | $327 | <0.1% |
| INT'L EQUITY INDEX FUND ALCOM, LLC · EIN 84-1692055 / PN 101 | Pooled Separate Account | $323 | <0.1% |
| WILSHIRE ASSOCIATES |
| 95-2755361 |
| SANTA MONICA, CA |
| RIA |
| $0 |
| — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| THE ROSE FINANCIAL GROUP, LLC | 35-2130755 | INDIANAPOLIS, IN | THIRD PARTY ADMINISTRATOR | $37K | — |
