Rodney Whitmore signed Great Minds PBC's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Great Minds PBC's EIN is 84-3785772.
Download the official 2024 Form 5500 (PDF) for Great Minds PBC from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Great Minds PBC's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, automatic enrollment, 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 | 01-0233346 | — | RECORD KEEPER | $117K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| ALLIANT RETIREMENT SERVICES, LLC | 33-0785439 | — | INVESTMENT/FINANCIAL ADV | $30K | — |
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 COMPANY LIFETIME JOHN HANCOCK TRUST COMPANY COLLECTIVE INVESTMENT TRUST · EIN 85-6153745 / PN 023 | Common Collective Trust | — | — | $11.4M | 14.3% | |
| JOHN HANCOCK TRUST COMPANY LIFETIME JOHN HANCOCK TRUST COMPANY COLLECTIVE INVESTMENT TRUST · EIN 85-6153745 / PN 022 | Common Collective Trust | — | — | $10.1M | 12.7% | |
| JOHN HANCOCK TRUST COMPANY LIFETIME JOHN HANCOCK TRUST COMPANY COLLECTIVE INVESTMENT TRUST · EIN 85-6153745 / PN 024 | Common Collective Trust | — | — | $10.0M | 12.6% | |
| JOHN HANCOCK TRUST COMPANY LIFETIME JOHN HANCOCK TRUST COMPANY COLLECTIVE INVESTMENT TRUST · EIN 85-6153745 / PN 021 | Common Collective Trust | — | — | $9.7M | 12.2% | |
| Vanguard 500 Index Fund Admiral Shares | Common Collective Trusts | — | — | $7.9M | 9.9% | |
| JOHN HANCOCK TRUST COMPANY LIFETIME JOHN HANCOCK TRUST COMPANY COLLECTIVE INVESTMENT TRUST · EIN 85-6153745 / PN 020 | Common Collective Trust | — | — | $4.4M | 5.5% | |
| JOHN HANCOCK TRUST COMPANY LIFETIME JOHN HANCOCK TRUST COMPANY COLLECTIVE INVESTMENT TRUST · EIN 85-6153745 / PN 019 | Common Collective Trust | — | — | $3.9M | 4.9% | |
| JP Morgan JPMorgan Growth Advantage Fund Class R6 | Other securities | — | — | $3.6M | 4.5% | |
| JOHN HANCOCK TRUST COMPANY LIFETIME JOHN HANCOCK TRUST COMPANY COLLECTIVE INVESTMENT TRUST · EIN 85-6153745 / PN 025 | Common Collective Trust | — | — | $3.5M | 4.4% | |
| Vanguard Mid-Cap Index Fund Admiral Shares | Common Collective Trusts | — | — | $2.0M | 2.5% | |
| JOHN HANCOCK TRUST COMPANY LIFETIME JOHN HANCOCK TRUST COMPANY COLLECTIVE INVESTMENT TRUST · EIN 85-6153745 / PN 018 | Common Collective Trust | — | — | $1.8M | 2.3% | |
| Vanguard Small-Cap Index Fund Admiral Shares | Common Collective Trusts | — | — | $1.7M | 2.1% | |
| PUTNAM STABLE VALUE FUND PSVF 25 PUTNAM FIDUCIARY TRUST COMPANY · EIN 04-3159710 / PN 001 | Common Collective Trust | — | — | $1.4M | 1.8% | |
| Vanguard Developed Markets Index Fund Admiral Shares | Common Collective Trusts | — | — | $1.1M | 1.4% | |
| JP Morgan JPMorgan U.S. Equity Fund Class R6 | Other securities | — | — | $1.0M | 1.3% | |
| Participants 5.25% to 10.50%; maturing through March 2031 | Bonds / Notes | — | — | $858K | 1.1% | |
| Columbia Dividend Income Fund Institutional 3 Class | Other securities | — | — | $736K | 0.9% | |
| Putnam Small Cap Growth Class R6 | Mutual Funds | — | — | $631K | 0.8% | |
| Vanguard Intermediate-Term Bond Index Fund Admiral Shares | Common Collective Trusts | — | — | $605K | 0.8% | |
| JOHN HANCOCK TRUST COMPANY LIFETIME JOHN HANCOCK TRUST COMPANY COLLECTIVE INVESTMENT TRUST · EIN 85-6153745 / PN 017 | Common Collective Trust | — | — | $540K | 0.7% | |
| JOHN HANCOCK TRUST COMPANY LIFETIME JOHN HANCOCK TRUST COMPANY COLLECTIVE INVESTMENT TRUST · EIN 85-6153745 / PN 026 | Common Collective Trust | — | — | $500K | 0.6% | |
| Pioneer Bond Fund Class K | Other securities | — | — | $391K | 0.5% | |
| PGIM High Yield Fund Class R6 | Other securities | — | — | $311K | 0.4% | |
| Franklin Small Cap Value Fund Class R6 | Mutual Funds | — | — | $300K | 0.4% | |
| MFS International Growth Class R6 | Mutual Funds | — | — | $289K | 0.4% | |
| American Funds American Funds New World Fund | Mutual Funds | — | — | $232K | 0.3% | |
| John Hancock John Hancock Disciplined Value Mid Car Fund Class R6 | Other securities | — | — | $155K | 0.2% | |
| JOHN HANCOCK TRUST COMPANY LIFETIME JOHN HANCOCK TRUST COMPANY COLLECTIVE INVESTMENT TRUST · EIN 85-6153745 / PN 015 | Common Collective Trust | — | — | $74K | <0.1% | |
| Cohen & Steers Cohen & Steers Real Estate Securities Z | Other securities | — | — | $43K | <0.1% | |
| Invesco Discovery Mid Cap Growth Fund | Mutual Funds | — | — | $11K | <0.1% | |
| JP Morgan JPMorgan US Government Money Market Fund-Capital | Cash / Money Market | — | — | $2K | <0.1% | |
| JOHN HANCOCK TRUST COMPANY LIFETIME JOHN HANCOCK TRUST COMPANY COLLECTIVE INVESTMENT TRUST · EIN 85-6153745 / PN 016 | Common Collective Trust | — | — | $682 | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
