Westech Systems, LLC's EIN is 85-1070563.
Download the official 2024 Form 5500 (PDF) for Westech Systems, LLC from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Westech Systems, LLC's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature.
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| JOHN HANCOCK LIFE INSURANCE CO | 01-0233346 | BUFFALO, NY | RECORDKEEPER | $1K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| LPL FINANCIAL LLC | — | FRESNO, CA | ADVISOR | $32K | — |
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 INS CO · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $3.5M | 27.2% | |
| JH MULTIMANAGER AGGRESSIVE JOHN HANCOCK LIFE INS CO · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $2.0M | 15.6% | |
| JH MULTIMANAGER 2045 LIFETIME JOHN HANCOCK LIFE INS CO · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $843K | 6.6% | |
| JH MULTIMANAGER MODERATE JOHN HANCOCK LIFE INS CO · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $816K | 6.4% | |
| JH MULTIMANAGER 2055 LIFETIME JOHN HANCOCK LIFE INS CO · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $574K | 4.5% | |
| JH MULTIMANAGER 2010 LIFETIME JOHN HANCOCK LIFE INS CO · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $550K | 4.3% | |
| JH MULTIMANAGER 2060 LIFETIME JOHN HANCOCK LIFE INS CO · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $417K | 3.3% | |
| JH MULTIMANAGER 2050 LIFETIME JOHN HANCOCK LIFE INS CO · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $375K | 3.0% | |
| Participant Loans Int Rates 4.5% to 9.0% | Bonds / Notes | — | — | $374K | 2.9% | |
| maturing through December 2029 - | Other securities | — | — | $374K | 2.9% | |
| JH MULTIMANAGER 2025 LIFETIME JOHN HANCOCK LIFE INS CO · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $330K | 2.6% | |
| JH MULTIMANAGER 2035 LIFETIME JOHN HANCOCK LIFE INS CO · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $328K | 2.6% | |
| JH MULTIMANAGER BALANCED JOHN HANCOCK LIFE INS CO · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $315K | 2.5% | |
| JH MULTIMANAGER 2040 LIFETIME JOHN HANCOCK LIFE INS CO · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $237K | 1.9% | |
| JH MULTIMANAGER 2065 LIFETIME JOHN HANCOCK LIFE INS CO · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $234K | 1.8% | |
| SCIENCE & TECHNOLOGY FUND JOHN HANCOCK LIFE INS CO · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $203K | 1.6% | |
| LOOMIS SAYLES GBL ALLOC JOHN HANCOCK LIFE INS CO · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $195K | 1.5% | |
| JH MULTIMANAGER 2030 LIFETIME JOHN HANCOCK LIFE INS CO · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $178K | 1.4% | |
| JH STABLE VALUE FUND JOHN HANCOCK LIFE INS CO · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $173K | 1.4% | |
| BLUE CHIP GROWTH FUND JOHN HANCOCK LIFE INS CO · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $146K | 1.1% | |
| JH MULTIMANAGER 2020 LIFETIME JOHN HANCOCK LIFE INS CO · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $113K | 0.9% | |
| TEMPLETON FOREIGN SMALLER CO JOHN HANCOCK LIFE INS CO · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $76K | 0.6% | |
| INVESCO DEVELOPING MARKETS JOHN HANCOCK LIFE INS CO · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $65K | 0.5% | |
| WASHINGTON MUTUAL INVESTORS JOHN HANCOCK LIFE INS CO · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $47K | 0.4% | |
| HIGH YIELD FUND JOHN HANCOCK LIFE INS CO · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $40K | 0.3% | |
| JH MULTIMANAGER CONSERV JOHN HANCOCK LIFE INS CO · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $36K | 0.3% | |
| VANGUARD EXPLORER FUND JOHN HANCOCK LIFE INS CO · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $32K | 0.3% | |
| JH MID CAP GROWTH JOHN HANCOCK LIFE INS CO · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $28K | 0.2% | |
| MID CAP INDEX FUND JOHN HANCOCK LIFE INS CO · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $24K | 0.2% | |
| FIDELITY ADVISOR TOTAL BOND JOHN HANCOCK LIFE INS CO · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $24K | 0.2% | |
| AM FUNDS NEW PERSPECTIVE JOHN HANCOCK LIFE INS CO · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $22K | 0.2% | |
| T. Rowe Price Health Sciences Fund Registered Investment Company | Common Stocks | — | — | $16K | 0.1% | |
| TRP HEALTH SCI JOHN HANCOCK LIFE INS CO · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $16K | 0.1% | |
| 500 INDEX FUND JOHN HANCOCK LIFE INS CO · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $10K | <0.1% | |
| VANGUARD VALUE INDEX FUND JOHN HANCOCK LIFE INS CO · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $10K | <0.1% | |
| DFA INTERNATIONAL VALUE JOHN HANCOCK LIFE INS CO · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $7K | <0.1% | |
| AMERICAN FUNDS SMALLCAP WORLD JOHN HANCOCK LIFE INS CO · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $6K | <0.1% | |
| FIDELITY ADVISOR ENERGY FUND JOHN HANCOCK LIFE INS CO · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $6K | <0.1% | |
| JH DISCIPLINED VALUE INTL FUND JOHN HANCOCK LIFE INS CO · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $5K | <0.1% | |
| TRP NEW ERA FUND JOHN HANCOCK LIFE INS CO · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $714 | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.