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 | — | RECORDKEEPER | $0 | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| RBC CAPITAL MARKETS CORP | 41-1416330 | — | INVESTMENT ADVISOR | $47K | — |
| Name | EIN | Location | Relation | Direct comp |
|---|
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 |
|---|---|---|---|
| JOHN HANCOCK STABLE VAL JOHN HANCOCK LIFE INSURANCE CO. USA · EIN 01-0233346 / PN 000 | Pooled Separate Account | $2.1M | 10.9% |
| T. ROWE PRICE RETIREMENT 2035 JOHN HANCOCK LIFE INSURANCE CO. USA · EIN 01-0233346 / PN 000 | Pooled Separate Account | $2.1M | 10.7% |
| T. ROWE PRICE RETIREMENT 2040 JOHN HANCOCK LIFE INSURANCE CO. USA · EIN 01-0233346 / PN 000 | Pooled Separate Account | $1.8M | 9.2% |
| Indirect comp |
|---|
| PINNACLE PLAN DESIGN, LLC | 20-3970947 | — | THIRD PARTY ADMINISTRATOR | $65K | — |
| 500 INDEX FUND JOHN HANCOCK LIFE INSURANCE CO. USA · EIN 01-0233346 / PN 000 | Pooled Separate Account | $1.6M | 8.1% |
| T. ROWE PRICE RETIREMENT 2045 JOHN HANCOCK LIFE INSURANCE CO. USA · EIN 01-0233346 / PN 000 | Pooled Separate Account | $1.6M | 8.0% |
| JPMORGAN LARGE CAP GROWTH JOHN HANCOCK LIFE INSURANCE CO. USA · EIN 01-0233346 / PN 000 | Pooled Separate Account | $1.4M | 7.3% |
| T. ROWE PRICE RETIREMENT 2050 JOHN HANCOCK LIFE INSURANCE CO. USA · EIN 01-0233346 / PN 000 | Pooled Separate Account | $1.3M | 6.7% |
| T. ROWE PRICE RETIREMENT 2025 JOHN HANCOCK LIFE INSURANCE CO. USA · EIN 01-0233346 / PN 000 | Pooled Separate Account | $1.3M | 6.7% |
| T. ROWE PRICE RETIREMENT 2030 JOHN HANCOCK LIFE INSURANCE CO. USA · EIN 01-0233346 / PN 000 | Pooled Separate Account | $1.0M | 5.3% |
| T. ROWE PRICE RETIREMENT 2065 JOHN HANCOCK LIFE INSURANCE CO. USA · EIN 01-0233346 / PN 000 | Pooled Separate Account | $878K | 4.5% |
| AMERICAN FUNDS EUROPAC GROWTH JOHN HANCOCK LIFE INSURANCE CO. USA · EIN 01-0233346 / PN 000 | Pooled Separate Account | $845K | 4.3% |
| JOHN HANCOCK MID CAP GROWTH JOHN HANCOCK LIFE INSURANCE CO. USA · EIN 01-0233346 / PN 000 | Pooled Separate Account | $836K | 4.3% |
| T. ROWE PRICE RETIREMENT 2060 JOHN HANCOCK LIFE INSURANCE CO. USA · EIN 01-0233346 / PN 000 | Pooled Separate Account | $791K | 4.0% |
| T. ROWE PRICE RETIREMENT 2055 JOHN HANCOCK LIFE INSURANCE CO. USA · EIN 01-0233346 / PN 000 | Pooled Separate Account | $763K | 3.9% |
| BLACKROCK HIGH YIELD BOND FUND JOHN HANCOCK LIFE INSURANCE CO. USA · EIN 01-0233346 / PN 000 | Pooled Separate Account | $245K | 1.2% |
| INVESCO SMALL CAP GROWTH JOHN HANCOCK LIFE INSURANCE CO. USA · EIN 01-0233346 / PN 000 | Pooled Separate Account | $244K | 1.2% |
| FIDELITY INTERNATIONAL INDEX JOHN HANCOCK LIFE INSURANCE CO. USA · EIN 01-0233346 / PN 000 | Pooled Separate Account | $165K | 0.8% |
| SMALL CAP INDEX FUND JOHN HANCOCK LIFE INSURANCE CO. USA · EIN 01-0233346 / PN 000 | Pooled Separate Account | $158K | 0.8% |
| PGIM TOTAL RETURN BOND FUND JOHN HANCOCK LIFE INSURANCE CO. USA · EIN 01-0233346 / PN 000 | Pooled Separate Account | $73K | 0.4% |
| REAL EST. SECURITIES FUND JOHN HANCOCK LIFE INSURANCE CO. USA · EIN 01-0233346 / PN 000 | Pooled Separate Account | $52K | 0.3% |
| T. ROWE PRICE RETIREMENT 2010 JOHN HANCOCK LIFE INSURANCE CO. USA · EIN 01-0233346 / PN 000 | Pooled Separate Account | $51K | 0.3% |
| JOHN HANCOCK DISCIPLINED VALUE JOHN HANCOCK LIFE INSURANCE CO. USA · EIN 01-0233346 / PN 000 | Pooled Separate Account | $41K | 0.2% |
| MFS VALUE FUND JOHN HANCOCK LIFE INSURANCE CO. USA · EIN 01-0233346 / PN 000 | Pooled Separate Account | $29K | 0.1% |
| T. ROWE PRICE RETIREMENT 2020 JOHN HANCOCK LIFE INSURANCE CO. USA · EIN 01-0233346 / PN 000 | Pooled Separate Account | $16K | <0.1% |
| ALLSPRING SPECIAL SCAP VALUE JOHN HANCOCK LIFE INSURANCE CO. USA · EIN 01-0233346 / PN 000 | Pooled Separate Account | $10K | <0.1% |
| T. ROWE PRICE RETIREMENT 2015 JOHN HANCOCK LIFE INSURANCE CO. USA · EIN 01-0233346 / PN 000 | Pooled Separate Account | $6K | <0.1% |
| AMERICAN FUNDS NEW WORLD FUND JOHN HANCOCK LIFE INSURANCE CO. USA · EIN 01-0233346 / PN 000 | Pooled Separate Account | $1K | <0.1% |
