Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| JOHN HANCOCK LIFE INS CO (U.S.A.) | 01-0233346 | — | RECORDKEEPER | $934 | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| NORTHWESTERN MUT INV SVC | 52-2114207 | — | INVESTMENT ADVISOR | $9K | — |
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 | |||||
|---|---|---|---|---|---|---|
| BR RET JOHN HANCOCK INS COMPANY (U.S.A.) · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $57.0M | 1786.8% | |
| BR 2025 JOHN HANCOCK INS COMPANY (U.S.A.) · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $907K | 28.4% | |
| BR 2030 JOHN HANCOCK INS COMPANY (U.S.A.) · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $716K | 22.4% | |
| BlackRock LifePath Index Ret Pooled Separate Account | Pooled Separate Accounts | — | — | $570K | 17.9% | |
| BR 2040 JOHN HANCOCK INS COMPANY (U.S.A.) · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $400K | 12.5% | |
| BR 2045 JOHN HANCOCK INS COMPANY (U.S.A.) · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $222K | 6.9% | |
| BR 2035 JOHN HANCOCK INS COMPANY (U.S.A.) · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $196K | 6.1% | |
| BR 2050 JOHN HANCOCK INS COMPANY (U.S.A.) · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $52K | 1.6% | |
| BR 2055 JOHN HANCOCK INS COMPANY (U.S.A.) · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $48K | 1.5% | |
| Participant Loans Interest Rates 5.25% - 7.50% | Bonds / Notes | — | — | $44K | 1.4% | |
| BR 2060 JOHN HANCOCK INS COMPANY (U.S.A.) · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $30K | 0.9% | |
| Party maturity value) Cost Current Value Cash and equivalents Cash and equivalents | Cash / Money Market | — | — | $5K | 0.1% | |
| Fidelity Mid Cap Index Fund Pooled Separate Account | Pooled Separate Accounts | — | — | $1K | <0.1% | |
| FID MCIF JOHN HANCOCK INS COMPANY (U.S.A.) · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $1K | <0.1% | |
| AF AM BAL JOHN HANCOCK INS COMPANY (U.S.A.) · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $423 | <0.1% | |
| JH BOND JOHN HANCOCK INS COMPANY (U.S.A.) · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $277 | <0.1% | |
| IDX 500 JOHN HANCOCK INS COMPANY (U.S.A.) · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $215 | <0.1% | |
| TC LCGIF JOHN HANCOCK INS COMPANY (U.S.A.) · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $174 | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| SUNWEST PENSIONS | 86-0922116 | TEMPE, AZ | TPA | $1K | — |
