Jacob Conrad signed Burton Lumber & Hardware Co.'s 2023 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Burton Lumber & Hardware Co.'s EIN is 87-7152360.
Download the official 2023 Form 5500 (PDF) for Burton Lumber & Hardware Co. from the U.S. Department of Labor's EFAST2 system.
Download the official 2023 Form 5500 (PDF)Burton Lumber & Hardware Co.'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 |
|---|---|---|---|---|---|
| JOHN HANCOCK | 01-0233346 | — | RECORDKEEPER | $4K | — |
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 | |||||
|---|---|---|---|---|---|---|
| JH MULTI-INDEX 2040 LIFETIME Mutual Fund | Other securities | — | — | $2.3M | 12.5% | |
| JH 2040 LIFETIME BLEND JOHN HANCOCK USA · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $2.3M | 12.4% | |
| JH 2045 LIFETIME BLEND JOHN HANCOCK USA · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $2.1M | 11.4% | |
| JH 2030 LIFETIME BLEND JOHN HANCOCK USA · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $1.8M | 9.6% | |
| JH MULTI-INDEX 2050 LIFETIME Mutual Fund | Other securities | — | — | $1.8M | 9.4% | |
| JH 2035 LIFETIME BLEND JOHN HANCOCK USA · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $1.8M | 9.4% | |
| JH 2050 LIFETIME BLEND JOHN HANCOCK USA · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $1.8M | 9.3% | |
| JH MULTI-INDEX LS GROWTH Mutual Fund | Other securities | — | — | $1.1M | 5.9% | |
| JH LIFESTYLE BLEND GROWTH JOHN HANCOCK USA · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $1.1M | 5.9% | |
| JH MULTI-INDEX 2060 LIFETIME Mutual Fund | Other securities | — | — | $940K | 5.0% | |
| JH 2060 LIFETIME BLEND JOHN HANCOCK USA · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $935K | 5.0% | |
| JH MULTI-INDEX 2025 LIFETIME Mutual Fund | Other securities | — | — | $924K | 4.9% | |
| JH 2025 LIFETIME BLEND JOHN HANCOCK USA · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $917K | 4.9% | |
| BLACKROCK EQUITY INDEX FUND JOHN HANCOCK USA · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $523K | 2.8% | |
| secured by vested balance, maturing * PARTICIPANT LOANS through December 2028 -0- | Participant loans | — | — | $449K | 2.4% | |
| JH MULTI-INDEX LS AGGRESSIVE Mutual Fund | Other securities | — | — | $389K | 2.1% | |
| JH LIFESTYLE BLEND AGGRESSIVE JOHN HANCOCK USA · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $387K | 2.1% | |
| JH MULTI-INDEX 2055 LIFETIME Mutual Fund | Other securities | — | — | $347K | 1.8% | |
| JH 2055 LIFETIME BLEND JOHN HANCOCK USA · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $345K | 1.8% | |
| JPMORGAN LARGE CAP GROWTH JOHN HANCOCK USA · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $326K | 1.7% | |
| WASHINGTON MUTUAL INVESTORS Mutual Fund | Other securities | — | — | $306K | 1.6% | |
| T. ROWE PRICE SCI & TECH Mutual Fund | Other securities | — | — | $302K | 1.6% | |
| WASHINGTON MUTUAL INVESTORS JOHN HANCOCK USA · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $300K | 1.6% | |
| T. ROWE PRICE SCI & TECH JOHN HANCOCK USA · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $300K | 1.6% | |
| JH MULTI-INDEX LS BALANCED Mutual Fund | Other securities | — | — | $290K | 1.5% | |
| JH LIFESTYLE BLEND BALANCED JOHN HANCOCK USA · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $289K | 1.5% | |
| JH MULTI-INDEX LS MODERATE Mutual Fund | Other securities | — | — | $258K | 1.4% | |
| JH LIFESTYLE BLEND MODERATE JOHN HANCOCK USA · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $256K | 1.4% | |
| JH 2020 LIFETIME BLEND JOHN HANCOCK USA · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $241K | 1.3% | |
| COLUMBIA OVERSEAS VALUE FUND Mutual Fund | Other securities | — | — | $214K | 1.1% | |
| BLACKROCK RUSSELL 2000 Mutual Fund | Common Collective Trusts | — | — | $211K | 1.1% | |
| COLUMBIA OVERSEAS VALUE FUND JOHN HANCOCK USA · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $211K | 1.1% | |
| BLACKROCK RUSSELL 2000 INDEX JOHN HANCOCK USA · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $209K | 1.1% | |
| JPMORGAN MIDCAP VALUE FUND Mutual Fund | Other securities | — | — | $172K | 0.9% | |
| JPMORGAN MIDCAP VALUE FUND JOHN HANCOCK USA · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $169K | 0.9% | |
| JH MULTI-INDEX 2065 LIFETIME Mutual Fund | Other securities | — | — | $155K | 0.8% | |
| CAPITAL APPRECIATION FUND Mutual Fund | Other securities | — | — | $152K | 0.8% | |
| JH 2065 LIFETIME BLEND JOHN HANCOCK USA · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $151K | 0.8% | |
| CAPITAL APPRECIATION FUND JOHN HANCOCK USA · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $150K | 0.8% | |
| AMERICAN NEW WORLD FUND Mutual Fund | Other securities | — | — | $148K | 0.8% | |
| AMERICAN FUNDS NEW WORLD FUND JOHN HANCOCK USA · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $147K | 0.8% | |
| JH 2010 LIFETIME BLEND JOHN HANCOCK USA · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $142K | 0.8% | |
| BLACKROCK MCEIF Mutual Fund | Other securities | — | — | $140K | 0.7% | |
| BLACKROCK MID CAP EQUITY INDEX JOHN HANCOCK USA · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $139K | 0.7% | |
| FIDELITY ADVISOR TOTAL BOND Mutual Fund | Mutual Funds | — | — | $139K | 0.7% | |
| FIDELITY ADVISOR TOTAL BOND JOHN HANCOCK USA · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $129K | 0.7% | |
| CARILLON EAGLE MID CAP GROWTH Mutual Fund | Other securities | — | — | $113K | 0.6% | |
| CARILLON EAGLE MID CAP GROWTH JOHN HANCOCK USA · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $111K | 0.6% | |
| BLACKROCK EAFE EQUITY INDEX JOHN HANCOCK USA · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $109K | 0.6% | |
| REAL EST. SECURITIES FUND Mutual Fund | Other securities | — | — | $107K | 0.6% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
