Devon Graham signed AXIS for Autism LLC's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
AXIS for Autism LLC's EIN is 86-1292674.
Download the official 2024 Form 5500 (PDF) for AXIS for Autism LLC from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)AXIS for Autism LLC'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.
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 | |||||
|---|---|---|---|---|---|---|
| 14 John Hancock Life Insurance Co. Nuveen Lifecycle Index 2035 Fund | Mutual Funds | — | — | $94K | 21.0% | |
| NUVEEN LIFECYCLE INDEX 2035 JOHN HANCOCK USA · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $93K | 20.9% | |
| 16 John Hancock Life Insurance Co. Nuveen Lifecycle Index 2045 Fund | Mutual Funds | — | — | $90K | 20.1% | |
| NUVEEN LIFECYCLE INDEX 2045 JOHN HANCOCK USA · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $89K | 20.0% | |
| 17 John Hancock Life Insurance Co. Nuveen Lifecycle Index 2050 Fund | Mutual Funds | — | — | $71K | 16.0% | |
| NUVEEN LIFECYCLE INDEX 2050 JOHN HANCOCK USA · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $70K | 15.6% | |
| 18 John Hancock Life Insurance Co. Nuveen Lifecycle Index 2055 Fund | Mutual Funds | — | — | $64K | 14.3% | |
| NUVEEN LIFECYCLE INDEX 2055 JOHN HANCOCK USA · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $62K | 14.0% | |
| 20 John Hancock Life Insurance Co. Nuveen Lifecycle Index 2065 Fund | Mutual Funds | — | — | $58K | 13.0% | |
| NUVEEN LIFECYCLE INDEX 2065 JOHN HANCOCK USA · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $55K | 12.3% | |
| 15 John Hancock Life Insurance Co. Nuveen Lifecycle Index 2040 Fund | Mutual Funds | — | — | $21K | 4.7% | |
| NUVEEN LIFECYCLE INDEX 2040 JOHN HANCOCK USA · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $20K | 4.4% | |
| 28 * Notes receivable from participants Maturing at various times in 2027 | Other securities | — | — | $18K | 4.0% | |
| 19 John Hancock Life Insurance Co. Nuveen Lifecycle Index 2060 Fund | Mutual Funds | — | — | $13K | 3.0% | |
| NUVEEN LIFECYCLE INDEX 2060 JOHN HANCOCK USA · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $12K | 2.8% | |
| 7 John Hancock Life Insurance Co. Fidelity International Index Fund ** 789 8 John Hancock Life Insurance Co. Fidelity Mid Cap Index Fund ** 121 9 * John Hancock Life Insurance Co. John Hancock 500 Index Fund | Common Collective Trusts | — | — | $6K | 1.3% | |
| 500 INDEX FUND JOHN HANCOCK USA · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $6K | 1.2% | |
| 21 John Hancock Life Insurance Co. Nuveen Lifecycle Index Retirement Income Fund ** 59 22 John Hancock Life Insurance Co. PGIM Total Return Bond Fund | Mutual Funds | — | — | $3K | 0.8% | |
| PGIM TOTAL RETURN BOND FUND JOHN HANCOCK USA · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $3K | 0.7% | |
| 1 John Hancock Life Insurance Co. American Funds American Balanced Fund ** 584 2 John Hancock Life Insurance Co. American Funds New Perspective Fund ** 210 3 John Hancock Life Insurance Co. American Funds New World Fund | Mutual Funds | — | — | $3K | 0.6% | |
| AMERICAN FUNDS NEW WORLD FUND JOHN HANCOCK USA · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $3K | 0.6% | |
| 10 * John Hancock Life Insurance Co. John Hancock Science & Technology Fund | Common Stocks | — | — | $1K | 0.3% | |
| SCIENCE & TECHNOLOGY FUND JOHN HANCOCK USA · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $1K | 0.3% | |
| FIDELITY INTERNATIONAL INDEX JOHN HANCOCK USA · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $740 | 0.2% | |
| AF AMERICAN BALANCED FUND JOHN HANCOCK USA · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $547 | 0.1% | |
| COLUMBIA OVERSEAS VALUE FUND JOHN HANCOCK USA · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $535 | 0.1% | |
| NUVEEN LIFECYCLE INDEX 2030 JOHN HANCOCK USA · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $409 | <0.1% | |
| NUVEEN LIFECYCLE INDEX 2025 JOHN HANCOCK USA · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $317 | <0.1% | |
| AMERICAN FUNDS NEW PERSPECTIVE JOHN HANCOCK USA · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $198 | <0.1% | |
| VANGUARD VALUE INDEX FUND JOHN HANCOCK USA · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $182 | <0.1% | |
| T. ROWE PRICE OVERSEAS STOCK JOHN HANCOCK USA · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $138 | <0.1% | |
| FIDELITY MID CAP INDEX FUND JOHN HANCOCK USA · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $114 | <0.1% | |
| VANGUARD HIGH DIVIDEND YLD IDX JOHN HANCOCK USA · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $91 | <0.1% | |
| SMALL CAP INDEX FUND JOHN HANCOCK USA · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $89 | <0.1% | |
| DFA US TARGETED VALUE FUND JOHN HANCOCK USA · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $72 | <0.1% | |
| COHEN & STEERS REAL ESTATE JOHN HANCOCK USA · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $71 | <0.1% | |
| VANGUARD GROWTH INDEX FUND JOHN HANCOCK USA · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $61 | <0.1% | |
| NUVEEN LIFECYCLE INDEX RET INC JOHN HANCOCK USA · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $56 | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
