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 |
|---|---|---|---|---|---|
| DRIVE WEALTH ADVISERS | 47-2841185 | — | RIA | $45K | — |
Rows tagged as a trust or pooled fund hold many underlying securities. Their holdings are itemized on each fund’s own Form 5500.
| Investment | Type | Current value | % of plan |
|---|---|---|---|
| JH MULTIMANAGER 2065 LIFETIME JOHN HANCOCK USA · EIN 01-0233346 / PN 000 | Pooled Separate Account | $0 | — |
| DFA GLOBAL EQUITY FUND JOHN HANCOCK USA · EIN 01-0233346 / PN 000 | Pooled Separate Account | $0 | — |
| JH MULTIMANAGER 2055 LIFETIME JOHN HANCOCK USA · EIN 01-0233346 / PN 000 | Pooled Separate Account | $0 | — |
| JH MULTIMANAGER 2050 LIFETIME JOHN HANCOCK USA · EIN 01-0233346 / PN 000 |
Pooled Separate Account |
| $0 |
| — |
| JH MULTIMANAGER 2045 LIFETIME JOHN HANCOCK USA · EIN 01-0233346 / PN 000 | Pooled Separate Account | $0 | — |
| JH MULTIMANAGER 2040 LIFETIME JOHN HANCOCK USA · EIN 01-0233346 / PN 000 | Pooled Separate Account | $0 | — |
| JH MULTIMANAGER 2035 LIFETIME JOHN HANCOCK USA · EIN 01-0233346 / PN 000 | Pooled Separate Account | $0 | — |
| JH MULTIMANAGER 2030 LIFETIME JOHN HANCOCK USA · EIN 01-0233346 / PN 000 | Pooled Separate Account | $0 | — |
| JH MULTIMANAGER 2025 LIFETIME JOHN HANCOCK USA · EIN 01-0233346 / PN 000 | Pooled Separate Account | $0 | — |
| JH MULTIMANAGER 2060 LIFETIME JOHN HANCOCK USA · EIN 01-0233346 / PN 000 | Pooled Separate Account | $0 | — |
| JH MULTIMANAGER 2010 LIFETIME JOHN HANCOCK USA · EIN 01-0233346 / PN 000 | Pooled Separate Account | $0 | — |
| VANGUARD TARGET RET 2060 JOHN HANCOCK USA · EIN 01-0233346 / PN 000 | Pooled Separate Account | $0 | — |
| VANGUARD TARGET RET 2055 JOHN HANCOCK USA · EIN 01-0233346 / PN 000 | Pooled Separate Account | $0 | — |
| VANGUARD TARGET RET 2050 JOHN HANCOCK USA · EIN 01-0233346 / PN 000 | Pooled Separate Account | $0 | — |
| VANGUARD TARGET RET 2045 JOHN HANCOCK USA · EIN 01-0233346 / PN 000 | Pooled Separate Account | $0 | — |
| VANGUARD TARGET RET 2040 JOHN HANCOCK USA · EIN 01-0233346 / PN 000 | Pooled Separate Account | $0 | — |
| VANGUARD TARGET RET 2035 JOHN HANCOCK USA · EIN 01-0233346 / PN 000 | Pooled Separate Account | $0 | — |
| VANGUARD TARGET RET 2030 JOHN HANCOCK USA · EIN 01-0233346 / PN 000 | Pooled Separate Account | $0 | — |
| VANGUARD TARGET RET 2025 JOHN HANCOCK USA · EIN 01-0233346 / PN 000 | Pooled Separate Account | $0 | — |
| VANGUARD TARGET RET INCOME JOHN HANCOCK USA · EIN 01-0233346 / PN 000 | Pooled Separate Account | $0 | — |
| DFA EMERGING MARKETS VALUE JOHN HANCOCK USA · EIN 01-0233346 / PN 000 | Pooled Separate Account | $0 | — |
| DFA US TARGETED VALUE FUND JOHN HANCOCK USA · EIN 01-0233346 / PN 000 | Pooled Separate Account | $0 | — |
| DFA U.S. SMALL CAP FUND JOHN HANCOCK USA · EIN 01-0233346 / PN 000 | Pooled Separate Account | $0 | — |
| FIDELITY REAL ESTATE INDEX JOHN HANCOCK USA · EIN 01-0233346 / PN 000 | Pooled Separate Account | $0 | — |
| VANGUARD MID-CAP VALUE ETF JOHN HANCOCK USA · EIN 01-0233346 / PN 000 | Pooled Separate Account | $0 | — |
| VANGUARD SMALL CAP GROW INDEX JOHN HANCOCK USA · EIN 01-0233346 / PN 000 | Pooled Separate Account | $0 | — |
| VANGUARD STRATEGIC EQUITY FUND JOHN HANCOCK USA · EIN 01-0233346 / PN 000 | Pooled Separate Account | $0 | — |
| VANGUARD ST INVESTMENT-GRADE JOHN HANCOCK USA · EIN 01-0233346 / PN 000 | Pooled Separate Account | $0 | — |
| DFA INTERNATIONAL VALUE JOHN HANCOCK USA · EIN 01-0233346 / PN 000 | Pooled Separate Account | $0 | — |
| DFA US LARGE CAP VALUE FUND JOHN HANCOCK USA · EIN 01-0233346 / PN 000 | Pooled Separate Account | $0 | — |
| DFA US LARGE COMPANY FUND JOHN HANCOCK USA · EIN 01-0233346 / PN 000 | Pooled Separate Account | $0 | — |
| VANGUARD GROWTH INDEX FUND JOHN HANCOCK USA · EIN 01-0233346 / PN 000 | Pooled Separate Account | $0 | — |
| DFA INFLATION-PROTECTED SEC JOHN HANCOCK USA · EIN 01-0233346 / PN 000 | Pooled Separate Account | $0 | — |
| MONEY MARKET FUND JOHN HANCOCK USA · EIN 01-0233346 / PN 000 | Pooled Separate Account | $0 | — |
| JH MULTIMANAGER 2020 LIFETIME JOHN HANCOCK USA · EIN 01-0233346 / PN 000 | Pooled Separate Account | $0 | — |
