This plan doesn't hold securities directly — it invests through trusts. Click a trust below to drill into its securities.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| JOHN HANCOCK LIFE INSURANCE COMPANY | 01-0233346 | — | RECORD KEEPER | $28K | — |
| ADMIN. GROUP, LLC DBA TAG RESOURCES | 62-1874769 | — | RECORD KEEPER / TPA | $18K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
Rows tagged as a trust or pooled fund hold many underlying securities. Their holdings are itemized on each fund’s own Form 5500.
| % of plan | |||
|---|---|---|---|
| JH LIFETIME BLEND 2030 CIT R2 JOHN HANCOCK LIFE INSURANCE COMPANY · EIN 01-0233346 / PN 000 | Pooled Separate Account | $955K | 23.9% |
| JH LIFETIME BLEND 2035 CIT R2 JOHN HANCOCK LIFE INSURANCE COMPANY · EIN 01-0233346 / PN 000 | Pooled Separate Account | $549K | 13.8% |
| JH LIFETIME BLEND 2045 CIT R2 JOHN HANCOCK LIFE INSURANCE COMPANY · EIN 01-0233346 / PN 000 | Pooled Separate Account | $302K | 7.6% |
| JH LIFETIME BLEND 2040 CIT R2 JOHN HANCOCK LIFE INSURANCE COMPANY · EIN 01-0233346 / PN 000 | Pooled Separate Account | $255K | 6.4% |
| JH LIFETIME BLEND 2050 CIT R2 JOHN HANCOCK LIFE INSURANCE COMPANY · EIN 01-0233346 / PN 000 | Pooled Separate Account | $244K | 6.1% |
| JH LIFETIME BLEND 2055 CIT R2 JOHN HANCOCK LIFE INSURANCE COMPANY · EIN 01-0233346 / PN 000 | Pooled Separate Account | $180K | 4.5% |
| JH LIFETIME BLEND 2025 CIT R2 JOHN HANCOCK LIFE INSURANCE COMPANY · EIN 01-0233346 / PN 000 | Pooled Separate Account | $169K | 4.2% |
| JH LIFETIME BLEND 2060 CIT R2 JOHN HANCOCK LIFE INSURANCE COMPANY · EIN 01-0233346 / PN 000 | Pooled Separate Account | $164K | 4.1% |
| JH STABLE VALUE FUND JOHN HANCOCK LIFE INSURANCE COMPANY · EIN 01-0233346 / PN 000 | Pooled Separate Account | $141K | 3.5% |
| 500 INDEX FUND JOHN HANCOCK LIFE INSURANCE COMPANY · EIN 01-0233346 / PN 000 | Pooled Separate Account | $118K | 3.0% |
| BLACKROCK HIGH YIELD BOND FUND JOHN HANCOCK LIFE INSURANCE COMPANY · EIN 01-0233346 / PN 000 | Pooled Separate Account | $104K | 2.6% |
| AB LARGE CAP GROWTH FUND JOHN HANCOCK LIFE INSURANCE COMPANY · EIN 01-0233346 / PN 000 | Pooled Separate Account | $98K | 2.5% |
| MFS VALUE FUND JOHN HANCOCK LIFE INSURANCE COMPANY · EIN 01-0233346 / PN 000 | Pooled Separate Account | $93K | 2.3% |
| STRATEGIC INCOME OPP FUND JOHN HANCOCK LIFE INSURANCE COMPANY · EIN 01-0233346 / PN 000 | Pooled Separate Account | $80K | 2.0% |
| MFS MID CAP GROWTH FUND JOHN HANCOCK LIFE INSURANCE COMPANY · EIN 01-0233346 / PN 000 | Pooled Separate Account | $73K | 1.8% |
| T. ROWE PRICE INTEGR US SC GR JOHN HANCOCK LIFE INSURANCE COMPANY · EIN 01-0233346 / PN 000 | Pooled Separate Account | $70K | 1.7% |
| AMERICAN FUNDS EUROPAC GROWTH JOHN HANCOCK LIFE INSURANCE COMPANY · EIN 01-0233346 / PN 000 | Pooled Separate Account | $67K | 1.7% |
| JH DISCIPLINED VALUE MID CAP JOHN HANCOCK LIFE INSURANCE COMPANY · EIN 01-0233346 / PN 000 | Pooled Separate Account | $41K | 1.0% |
| JH LIFETIME BLEND 2065 CIT R2 JOHN HANCOCK LIFE INSURANCE COMPANY · EIN 01-0233346 / PN 000 | Pooled Separate Account | $35K | 0.9% |
| JH LIFETIME BLEND 2020 CIT R2 JOHN HANCOCK LIFE INSURANCE COMPANY · EIN 01-0233346 / PN 000 | Pooled Separate Account | $35K | 0.9% |
| JH LIFETIME BLEND 2015 CIT R2 JOHN HANCOCK LIFE INSURANCE COMPANY · EIN 01-0233346 / PN 000 | Pooled Separate Account | $30K | 0.7% |
| AMERICAN FUNDS NEW WORLD FUND JOHN HANCOCK LIFE INSURANCE COMPANY · EIN 01-0233346 / PN 000 | Pooled Separate Account | $7K | 0.2% |
| INTL EQUITY INDEX FUND JOHN HANCOCK LIFE INSURANCE COMPANY · EIN 01-0233346 / PN 000 | Pooled Separate Account | $6K | 0.1% |
| JH LIFETIME BLEND 2010 CIT R2 JOHN HANCOCK LIFE INSURANCE COMPANY · EIN 01-0233346 / PN 000 | Pooled Separate Account | $4K | <0.1% |
| TOTAL BOND MARKET FUND JOHN HANCOCK LIFE INSURANCE COMPANY · EIN 01-0233346 / PN 000 | Pooled Separate Account | $3K | <0.1% |
| MID CAP INDEX FUND JOHN HANCOCK LIFE INSURANCE COMPANY · EIN 01-0233346 / PN 000 | Pooled Separate Account | $2K | <0.1% |
| AVANTIS US SMALL CAP VALUE JOHN HANCOCK LIFE INSURANCE COMPANY · EIN 01-0233346 / PN 000 | Pooled Separate Account | $2K | <0.1% |
| DFA INFLATION-PROTECTED SEC JOHN HANCOCK LIFE INSURANCE COMPANY · EIN 01-0233346 / PN 000 | Pooled Separate Account | $2K | <0.1% |
| SMALL CAP INDEX FUND JOHN HANCOCK LIFE INSURANCE COMPANY · EIN 01-0233346 / PN 000 | Pooled Separate Account | $1K | <0.1% |
| AB INCOME FUND JOHN HANCOCK LIFE INSURANCE COMPANY · EIN 01-0233346 / PN 000 | Pooled Separate Account | $1K | <0.1% |
| HARTFORD SCHRODERS INTL MCV JOHN HANCOCK LIFE INSURANCE COMPANY · EIN 01-0233346 / PN 000 | Pooled Separate Account | $269 | <0.1% |
| KELLY COMPTON INVESTMENTS LLC |
| 46-1471341 |
| — |
| INVESTMENT ADVISORY-PLAN |
| $13K |
| — |
| WILSHIRE ASSOCIATES INC (USA) | 95-2755361 | — | INVESTMENT ADVISORY-PLAN | $1K | — |
