Milberg Coleman Bryson Phillips Grossman PLLC's EIN is 86-1215093.
Download the official 2024 Form 5500 (PDF) for Milberg Coleman Bryson Phillips Grossman PLLC from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Milberg Coleman Bryson Phillips Grossman PLLC's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, automatic enrollment, a default investment (QDIA).
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| JOHN HANCOCK LIFE INSURANCE COMPANY | 01-0233346 | BUFFALO, NY | RECORDKEEPING | $30K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| RAYMOND JAMES FIN SERVICES, INC | — | RALEIGH, NC | RIA | $37K | — |
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 | |||||
|---|---|---|---|---|---|---|
| Self-directed brokerage accounts | Self-Directed Brokerage | — | — | $5.2M | 17.9% | |
| MYWAYRET INDEX 2035 R JOHN HANCOCK LIFE INSURANCE COMPANY · EIN 01-0233346 / PN 000 | Common Collective Trust | — | — | $3.9M | 13.7% | |
| MYWAYRET INDEX 2030 R JOHN HANCOCK LIFE INSURANCE COMPANY · EIN 01-0233346 / PN 000 | Common Collective Trust | — | — | $3.0M | 10.5% | |
| John Hancock Life Insurance Company MyWayRetirement Index Retirement Fund | Common Stocks | — | — | $3.0M | 10.5% | |
| MYWAYRET INDEX RET FUND R JOHN HANCOCK LIFE INSURANCE COMPANY · EIN 01-0233346 / PN 000 | Common Collective Trust | — | — | $3.0M | 10.5% | |
| MYWAYRET INDEX 2040 R JOHN HANCOCK LIFE INSURANCE COMPANY · EIN 01-0233346 / PN 000 | Common Collective Trust | — | — | $3.0M | 10.4% | |
| MYWAYRET INDEX 2045 R JOHN HANCOCK LIFE INSURANCE COMPANY · EIN 01-0233346 / PN 000 | Common Collective Trust | — | — | $2.2M | 7.7% | |
| BLACKROCK EQUITY INDEX CL 1 JOHN HANCOCK LIFE INSURANCE COMPANY · EIN 01-0233346 / PN 000 | Common Collective Trust | — | — | $2.2M | 7.6% | |
| MYWAYRET INDEX 2050 R JOHN HANCOCK LIFE INSURANCE COMPANY · EIN 01-0233346 / PN 000 | Common Collective Trust | — | — | $1.5M | 5.1% | |
| MYWAYRET LARGE CAP GROWTH R JOHN HANCOCK LIFE INSURANCE COMPANY · EIN 01-0233346 / PN 000 | Common Collective Trust | — | — | $574K | 2.0% | |
| MYWAYRET INDEX 2055 R JOHN HANCOCK LIFE INSURANCE COMPANY · EIN 01-0233346 / PN 000 | Common Collective Trust | — | — | $528K | 1.8% | |
| MYWAYRET INDEX 2060 R JOHN HANCOCK LIFE INSURANCE COMPANY · EIN 01-0233346 / PN 000 | Common Collective Trust | — | — | $423K | 1.5% | |
| BLACKROCK RUSSELL 2000 IDX R JOHN HANCOCK LIFE INSURANCE COMPANY · EIN 01-0233346 / PN 000 | Common Collective Trust | — | — | $341K | 1.2% | |
| BLACKROCK MC EQUITY INDEX 1 JOHN HANCOCK LIFE INSURANCE COMPANY · EIN 01-0233346 / PN 000 | Common Collective Trust | — | — | $318K | 1.1% | |
| MYWAYRET CORE BOND R JOHN HANCOCK LIFE INSURANCE COMPANY · EIN 01-0233346 / PN 000 | Common Collective Trust | — | — | $301K | 1.0% | |
| MYWAYRET SMALL CAP GROWTH R JOHN HANCOCK LIFE INSURANCE COMPANY · EIN 01-0233346 / PN 000 | Common Collective Trust | — | — | $301K | 1.0% | |
| MYWAYRET LARGE CAP VALUE R JOHN HANCOCK LIFE INSURANCE COMPANY · EIN 01-0233346 / PN 000 | Common Collective Trust | — | — | $219K | 0.8% | |
| BLACKROCK EAFE EQUITY IDX R JOHN HANCOCK LIFE INSURANCE COMPANY · EIN 01-0233346 / PN 000 | Common Collective Trust | — | — | $172K | 0.6% | |
| JPMorgan US Government Money Market Fund | Cash / Money Market | — | — | $159K | 0.6% | |
| MYWAYRET SMALL CAP VALUE R JOHN HANCOCK LIFE INSURANCE COMPANY · EIN 01-0233346 / PN 000 | Common Collective Trust | — | — | $144K | 0.5% | |
| BLACKROCK US DEBT INDEX CL 1 JOHN HANCOCK LIFE INSURANCE COMPANY · EIN 01-0233346 / PN 000 | Common Collective Trust | — | — | $132K | 0.5% | |
| MYWAYRET MILD CAP GROWTH R JOHN HANCOCK LIFE INSURANCE COMPANY · EIN 01-0233346 / PN 000 | Common Collective Trust | — | — | $108K | 0.4% | |
| BLACKROCK US TIPS INDEX 1 JOHN HANCOCK LIFE INSURANCE COMPANY · EIN 01-0233346 / PN 000 | Common Collective Trust | — | — | $101K | 0.4% | |
| MYWAYRET EMERGING MARKETS R JOHN HANCOCK LIFE INSURANCE COMPANY · EIN 01-0233346 / PN 000 | Common Collective Trust | — | — | $56K | 0.2% | |
| John Hancock Life Insurance Company MyWayRetirement International Growth Fund | Common Stocks | — | — | $54K | 0.2% | |
| MYWAYRET INTL GROWTH R JOHN HANCOCK LIFE INSURANCE COMPANY · EIN 01-0233346 / PN 000 | Common Collective Trust | — | — | $54K | 0.2% | |
| MYWAYRET MILD CAP VALUE R JOHN HANCOCK LIFE INSURANCE COMPANY · EIN 01-0233346 / PN 000 | Common Collective Trust | — | — | $28K | <0.1% | |
| MYWAYRETIREMENT INTL VALUE RJ JOHN HANCOCK LIFE INSURANCE COMPANY · EIN 01-0233346 / PN 000 | Common Collective Trust | — | — | $21K | <0.1% | |
| John Hancock Life Insurance Company MyWayRetirement Balanced Fund | Common Stocks | — | — | $7K | <0.1% | |
| MYWAYRET BALANCE R JOHN HANCOCK LIFE INSURANCE COMPANY · EIN 01-0233346 / PN 000 | Common Collective Trust | — | — | $7K | <0.1% | |
| MYWAYRET INDEX 2065 R JOHN HANCOCK LIFE INSURANCE COMPANY · EIN 01-0233346 / PN 000 | Common Collective Trust | — | — | $6K | <0.1% | |
| MYWAYRET COMMODITIES R JOHN HANCOCK LIFE INSURANCE COMPANY · EIN 01-0233346 / PN 000 | Common Collective Trust | — | — | $3K | <0.1% | |
| John Hancock Life Insurance Company Stable Value Guaranteed Income Fund | Stable Value | — | — | $3K | <0.1% | |
| MYWAYRET REAL ESTATE R JOHN HANCOCK LIFE INSURANCE COMPANY · EIN 01-0233346 / PN 000 | Common Collective Trust | — | — | $100 | <0.1% | |
| MYWAYRET INDEX 2025 R JOHN HANCOCK LIFE INSURANCE COMPANY · EIN 01-0233346 / PN 000 | Common Collective Trust | — | — | $0 | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
