Everett Pleasant signed Little Enterprises, Inc.'s 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Little Enterprises, Inc.'s EIN is 86-0946202.
Download the official 2024 Form 5500 (PDF) for Little Enterprises, Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Little Enterprises, Inc.'s plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA).
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| LINCOLN NATIONAL CORPORATION | 35-1140070 | — | SERVICE PROVIDER | $8K | — |
| JOHN HANCOCK LIFE INSURANCE COMPANY | 01-0233346 | — | RECORDKEEPER | $1K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| PENSION PLANNING CONSULTANTS, INC. |
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 | |||||
|---|---|---|---|---|---|---|
| 13 John Hancock Life Insurance Company Nuveen Lifecycle 2040 Fund Retirement Class | Mutual Funds | — | — | $350K | 22.6% | |
| 11 John Hancock Life Insurance Company Nuveen Lifecycle 2030 Fund Retirement Class | Mutual Funds | — | — | $245K | 15.9% | |
| 14 John Hancock Life Insurance Company Nuveen Lifecycle 2050 Fund Retirement Class | Mutual Funds | — | — | $134K | 8.7% | |
| 21 John Hancock Life Insurance Company Vanguard Total Bond Market Index Fund | Common Collective Trusts | — | — | $133K | 8.6% | |
| 10 John Hancock Life Insurance Company Nuveen Lifecycle 2020 Fund Retirement Class | Mutual Funds | — | — | $124K | 8.0% | |
| 15 John Hancock Life Insurance Company Nuveen Lifecycle 2060 Fund Retirement Class | Mutual Funds | — | — | $104K | 6.7% | |
| 8 John Hancock Life Insurance Company JPMorgan Large Cap Growth Fund | Common Stocks | — | — | $84K | 5.5% | |
| Notes Receivable from Participants Maturing at various times through 2029 -0- | Other securities | — | — | $64K | 4.1% | |
| 6 John Hancock Life Insurance Company Fidelity 500 Index Fund | Common Collective Trusts | — | — | $51K | 3.3% | |
| 7 John Hancock Life Insurance Company Fidelity Mid Cap Index Fund | Common Collective Trusts | — | — | $48K | 3.1% | |
| 4 John Hancock Life Insurance Company Credit Suisse Real Estate Securities Fund | Common Stocks | — | — | $41K | 2.6% | |
| 9 John Hancock Life Insurance Company MFS International Diversification Fund | Mutual Funds | — | — | $40K | 2.6% | |
| 1 *John Hancock Life Insurance Company Cash ** 514 Pooled separate accounts 2 John Hancock Life Insurance Company American Funds New World Fund | Pooled Separate Accounts | — | — | $39K | 2.5% | |
| 19 John Hancock Life Insurance Company The Bond Fund of America | Common Stocks | — | — | $25K | 1.6% | |
| 16 John Hancock Life Insurance Company Nuveen Lifecycle 2065 Fund Retirement Class | Mutual Funds | — | — | $22K | 1.4% | |
| 3 John Hancock Life Insurance Company BlackRock High Yield Bond Fund Institutional Class | Common Stocks | — | — | $18K | 1.2% | |
| 5 John Hancock Life Insurance Company DFA U.S. Targeted Value Portfolio | Mutual Funds | — | — | $8K | 0.5% | |
| 17 John Hancock Life Insurance Company Nuveen Lifecycle Retirement Fund. | Mutual Funds | — | — | $5K | 0.3% | |
| 20 John Hancock Life Insurance Company Vanguard Equity-Income Fund | Mutual Funds | — | — | $4K | 0.2% | |
| 18 John Hancock Life Insurance Company Putname SmallCap Growth Fund | Common Stocks | — | — | $4K | 0.2% | |
| 12 John Hancock Life Insurance Company Nuveen Lifecycle 2035 Fund Retirement Class | Mutual Funds | — | — | $3K | 0.2% | |
| LINCOLN LIFE SEPARATE ACCOUNT 4K LINCOLN NATIONAL LIFE INSURANCE CO. · EIN 35-0472300 / PN 402 | Pooled Separate Account | — | — | $0 | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| 85-0402842 |
| — |
| TPA |
| $625 |
| — |
