Western Shield Acquisitions, LLC's EIN is 91-2084334.
Download the official 2024 Form 5500 (PDF) for Western Shield Acquisitions, LLC from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Western Shield Acquisitions, LLC'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 LIFE INSURANCE COMPANY | 01-2333346 | — | RECORDKEEPER | $814 | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| GLOBAL RETIREMENT PARTNERS | 47-1411118 | — | FINANCIAL ADVISORS | $11K | — |
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 | |||||
|---|---|---|---|---|---|---|
| [Assets held in pooled separate account] | Other | — | — | $2.6M | 93.1% | |
| JH MULTIINDEX LS BALANCED JOHN HANCOCK USA · EIN 10-2333460 / PN 000 | Pooled Separate Account | — | — | $1.2M | 43.5% | |
| JH MULTIINDEX LS GROWTH JOHN HANCOCK USA · EIN 10-2333460 / PN 000 | Pooled Separate Account | — | — | $747K | 27.1% | |
| BLACKROCK LIFEPATH INDEX 2035 JOHN HANCOCK USA · EIN 10-2333460 / PN 000 | Pooled Separate Account | — | — | $114K | 4.1% | |
| MONEY MARKET FUND JOHN HANCOCK USA · EIN 10-2333460 / PN 000 | Pooled Separate Account | — | — | $108K | 3.9% | |
| 3 YR COMP JOHN HANCOCK USA · EIN 10-2333460 / PN 000 | Pooled Separate Account | — | — | $93K | 3.4% | |
| BLACKROCK LIFEPATH INDEX 2055 JOHN HANCOCK USA · EIN 10-2333460 / PN 000 | Pooled Separate Account | — | — | $87K | 3.1% | |
| VANGUARD SHORTTERM FEDERAL JOHN HANCOCK USA · EIN 10-2333460 / PN 000 | Pooled Separate Account | — | — | $47K | 1.7% | |
| JH MULTIINDEX LS AGGRESSIVE JOHN HANCOCK USA · EIN 10-2333460 / PN 000 | Pooled Separate Account | — | — | $42K | 1.5% | |
| US GOVERNMENT SECURITIES JOHN HANCOCK USA · EIN 10-2333460 / PN 000 | Pooled Separate Account | — | — | $38K | 1.4% | |
| CORE BOND FUND JOHN HANCOCK USA · EIN 10-2333460 / PN 000 | Pooled Separate Account | — | — | $37K | 1.3% | |
| BLUE CHIP GROWTH FUND JOHN HANCOCK USA · EIN 10-2333460 / PN 000 | Pooled Separate Account | — | — | $25K | 0.9% | |
| BLACKROCK LIFEPATH INDEX RET JOHN HANCOCK USA · EIN 10-2333460 / PN 000 | Pooled Separate Account | — | — | $23K | 0.8% | |
| JH MULTIINDEX LS MODERATE JOHN HANCOCK USA · EIN 10-2333460 / PN 000 | Pooled Separate Account | — | — | $19K | 0.7% | |
| 5500 INDEX FUND JOHN HANCOCK USA · EIN 10-2333460 / PN 000 | Pooled Separate Account | — | — | $17K | 0.6% | |
| PMCO REAL RETURN JOHN HANCOCK USA · EIN 10-2333460 / PN 000 | Pooled Separate Account | — | — | $14K | 0.5% | |
| BLACKROCK LIFEPATH INDEX 2050 JOHN HANCOCK USA · EIN 10-2333460 / PN 000 | Pooled Separate Account | — | — | $13K | 0.5% | |
| BLACKROCK LIFEPATH INDEX 2045 JOHN HANCOCK USA · EIN 10-2333460 / PN 000 | Pooled Separate Account | — | — | $13K | 0.5% | |
| CAPITAL WORLD BOND FUND JOHN HANCOCK USA · EIN 10-2333460 / PN 000 | Pooled Separate Account | — | — | $12K | 0.4% | |
| BLACKROCK LIFEPATH INDEX 2030 JOHN HANCOCK USA · EIN 10-2333460 / PN 000 | Pooled Separate Account | — | — | $8K | 0.3% | |
| T. ROWE PRICE SPECTRUM JOHN HANCOCK USA · EIN 10-2333460 / PN 000 | Pooled Separate Account | — | — | $2K | <0.1% | |
| VANGUARD VALUE INDEX FUND JOHN HANCOCK USA · EIN 10-2333460 / PN 000 | Pooled Separate Account | — | — | $2K | <0.1% | |
| VANGUARD BALANCED INDEX FUND JOHN HANCOCK USA · EIN 10-2333460 / PN 000 | Pooled Separate Account | — | — | $1K | <0.1% | |
| MID CAP INDEX FUND JOHN HANCOCK USA · EIN 10-2333460 / PN 000 | Pooled Separate Account | — | — | $673 | <0.1% | |
| MIGH YIELD FUND JOHN HANCOCK USA · EIN 10-2333460 / PN 000 | Pooled Separate Account | — | — | $119 | <0.1% |
