Julie Morales signed Three Bears Alaska, Inc.'s 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Three Bears Alaska, Inc.'s EIN is 92-0081221.
Download the official 2024 Form 5500 (PDF) for Three Bears Alaska, Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Three Bears Alaska, Inc.'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 |
|---|---|---|---|---|---|
| AUTOMATIC DATA PROCESSING, INC. | 22-1467904 | — | RECORDKEEPER | $52K | — |
| JOHN HANCOCK LIFE INSURANCE COMPANY | 01-0233346 | — | RECORDKEEPER | $511 | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
Rows tagged as a trust or pooled fund hold many underlying securities. Click one to drill into its own Schedule of Assets — where the individual funds, shares, and CUSIPs live.
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| Vanguard Target Retirement 2050 | Mutual Funds | — | — | $1.1M | 13.0% | |
| Vanguard Target Retirement 2045 | Mutual Funds | — | — | $907K | 10.7% | |
| Vanguard Target Retirement 2030 | Mutual Funds | — | — | $810K | 9.6% | |
| Vanguard Target Retirement 2040 | Mutual Funds | — | — | $771K | 9.1% | |
| Vanguard Target Retirement 2055 | Mutual Funds | — | — | $764K | 9.1% | |
| Vanguard Target Retirement 2060 | Mutual Funds | — | — | $715K | 8.5% | |
| American Funds American Funds American Balanced | Mutual Funds | — | — | $603K | 7.1% | |
| Vanguard Target Retirement 2035 | Mutual Funds | — | — | $456K | 5.4% | |
| Vanguard 500 Index Fund | Common Collective Trusts | — | — | $375K | 4.4% | |
| Victory Capital Victory Pioneers Fundamental Growth | Other securities | — | — | $303K | 3.6% | |
| Vanguard Target Retirement 2025 | Mutual Funds | — | — | $291K | 3.4% | |
| Vanguard Target Retirement 2065 | Mutual Funds | — | — | $215K | 2.6% | |
| John Hancock John Hancock Disciplined Value | Other securities | — | — | $153K | 1.8% | |
| American Funds American Funds New Perspective | Mutual Funds | — | — | $108K | 1.3% | |
| Vanguard Developed Markets Index | Mutual Funds | — | — | $106K | 1.3% | |
| Vanguard Mid Cap Growth Index | Mutual Funds | — | — | $106K | 1.3% | |
| Dodge & Cox Dodge & Cox Income Fund | Mutual Funds | — | — | $102K | 1.2% | |
| Vanguard Mid Cap Index | Mutual Funds | — | — | $87K | 1.0% | |
| Eaton Vance Eaton Vance Income Fund of Boston | Other securities | — | — | $82K | 1.0% | |
| Vanguard Small Cap Index | Mutual Funds | — | — | $78K | 0.9% | |
| Northern Trust Geneva Small Cap Growth Fund | Other securities | — | — | $75K | 0.9% | |
| Vanguard Target Retirement 2020 | Mutual Funds | — | — | $69K | 0.8% | |
| JOHN HANCOCK STABLE VAL JOHN HANCOCK USA · EIN 80-6136981 / PN 001 | Common Collective Trust | — | — | $46K | 0.5% | |
| Undiscovered Managers Undiscovered Managers Behavioral | Other securities | — | — | $44K | 0.5% | |
| Vanguard Selected Value | Mutual Funds | — | — | $33K | 0.4% | |
| Vanguard Target Retirement 2070 | Mutual Funds | — | — | $14K | 0.2% | |
| Vanguard Real Estate Securities | Mutual Funds | — | — | $9K | 0.1% | |
| Vanguard Target Retirement Income | Mutual Funds | — | — | $6K | <0.1% | |
| TIAA-CREF SMALL-CAP BLEND IDX JOHN HANCOCK USA · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $0 | <0.1% | |
| INTL EQUITY INDEX FUND JOHN HANCOCK USA · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $0 | <0.1% | |
| VANGUARD TARGET RET 2050 JOHN HANCOCK USA · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $0 | <0.1% | |
| VANGUARD TARGET RET 2045 JOHN HANCOCK USA · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $0 | <0.1% | |
| VANGUARD TARGET RET 2040 JOHN HANCOCK USA · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $0 | <0.1% | |
| VANGUARD TARGET RET 2035 JOHN HANCOCK USA · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $0 | <0.1% | |
| VANGUARD TARGET RET 2030 JOHN HANCOCK USA · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $0 | <0.1% | |
| VANGUARD TARGET RET 2025 JOHN HANCOCK USA · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $0 | <0.1% | |
| VANGUARD TARGET RET 2020 JOHN HANCOCK USA · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $0 | <0.1% | |
| VANGUARD TARGET RET INCOME JOHN HANCOCK USA · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $0 | <0.1% | |
| VANGUARD TARGET RET 2055 JOHN HANCOCK USA · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $0 | <0.1% | |
| FIDELITY REAL ESTATE INDEX JOHN HANCOCK USA · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $0 | <0.1% | |
| INVESCO SMALL CAP GROWTH JOHN HANCOCK USA · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $0 | <0.1% | |
| JOHN HANCOCK MID CAP GROWTH JOHN HANCOCK USA · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $0 | <0.1% | |
| MID CAP INDEX FUND JOHN HANCOCK USA · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $0 | <0.1% | |
| NUVEEN SMALL CAP VALUE FUND JOHN HANCOCK USA · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $0 | <0.1% | |
| SMALL CAP INDEX FUND JOHN HANCOCK USA · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $0 | <0.1% | |
| SMALL CAP VALUE FUND JOHN HANCOCK USA · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $0 | <0.1% | |
| VANGUARD TARGET RET 2060 JOHN HANCOCK USA · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $0 | <0.1% | |
| VANGUARD MID-CAP GROWTH ETF JOHN HANCOCK USA · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $0 | <0.1% | |
| VANGUARD STRATEGIC EQUITY FUND JOHN HANCOCK USA · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $0 | <0.1% | |
| WISDOMTREE MIDCAP DIVIDEND ETF JOHN HANCOCK USA · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $0 | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| USI ADVISORS, INC. |
| 06-1397347 |
| — |
| INVESTMENT ADVISOR |
| $19K |
| — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| PENSION PLAN SPECIALISTS, PC | 26-1570786 | — | THIRD PARTY ADMIN | $23K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| BDO USA, LLP | 13-5381590 | — | AUDITOR | $27K | — |
