Megan Puntney signed Mountain West Retirement Corporation's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Mountain West Retirement Corporation's EIN is 93-1263839.
Download the official 2024 Form 5500 (PDF) for Mountain West Retirement Corporation from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Mountain West Retirement Corporation'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 | 01-0233346 | — | RECORDKEEPER | $2K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| RAYMOND JAMES FSA INC | 59-2937883 | ST. PETERSBURG, FL | RIA | $12K | — |
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 | |||||
|---|---|---|---|---|---|---|
| VANGUARD TARGET RET 2045 JOHN HANCOCK LIFE INS CO USA · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $744K | 13.7% | |
| VANGUARD TARGET RET 2040 JOHN HANCOCK LIFE INS CO USA · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $634K | 11.7% | |
| VANGUARD TARGET RET 2025 JOHN HANCOCK LIFE INS CO USA · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $631K | 11.6% | |
| VANGUARD TARGET RET 2035 JOHN HANCOCK LIFE INS CO USA · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $565K | 10.4% | |
| 500 INDEX FUND JOHN HANCOCK LIFE INS CO USA · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $484K | 8.9% | |
| VANGUARD TARGET RET 2060 JOHN HANCOCK LIFE INS CO USA · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $398K | 7.3% | |
| VANGUARD TARGET RET 2050 JOHN HANCOCK LIFE INS CO USA · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $297K | 5.5% | |
| FIDELITY CONTRAFUND JOHN HANCOCK LIFE INS CO USA · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $270K | 5.0% | |
| VANGUARD TARGET RET 2055 JOHN HANCOCK LIFE INS CO USA · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $239K | 4.4% | |
| MFS MID CAP GROWTH FUND JOHN HANCOCK LIFE INS CO USA · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $134K | 2.5% | |
| VANGUARD GROWTH INDEX FUND JOHN HANCOCK LIFE INS CO USA · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $122K | 2.2% | |
| VANGUARD TARGET RET INCOME JOHN HANCOCK LIFE INS CO USA · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $116K | 2.1% | |
| VANGUARD TARGET RET 2030 JOHN HANCOCK LIFE INS CO USA · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $114K | 2.1% | |
| VANGUARD MID-CAP GROWTH ETF JOHN HANCOCK LIFE INS CO USA · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $84K | 1.6% | |
| VANGUARD TARGET RET 2065 JOHN HANCOCK LIFE INS CO USA · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $58K | 1.1% | |
| VANGUARD ENERGY FUND JOHN HANCOCK LIFE INS CO USA · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $53K | 1.0% | |
| SMALL CAP INDEX FUND JOHN HANCOCK LIFE INS CO USA · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $51K | 0.9% | |
| Participants Participant Loans Rates From 5.25% to 10.5% - | Bonds / Notes | — | — | $41K | 0.8% | |
| VANGUARD SMALL CAP GROW INDEX JOHN HANCOCK LIFE INS CO USA · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $34K | 0.6% | |
| MFS MID CAP VALUE FUND JOHN HANCOCK LIFE INS CO USA · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $27K | 0.5% | |
| JOHN HANCOCK STABLE VAL JOHN HANCOCK LIFE INS CO USA · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $27K | 0.5% | |
| DFA U.S. SMALL CAP FUND JOHN HANCOCK LIFE INS CO USA · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $26K | 0.5% | |
| T. ROWE PRICE SPECTRUM INC JOHN HANCOCK LIFE INS CO USA · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $24K | 0.4% | |
| John Hancock USA EuroPacific Growth Fund | Other securities | — | — | $23K | 0.4% | |
| AMERICAN FUNDS EUPAC FUND JOHN HANCOCK LIFE INS CO USA · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $23K | 0.4% | |
| FIDELITY ADVISOR TOTAL BOND JOHN HANCOCK LIFE INS CO USA · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $22K | 0.4% | |
| John Hancock USA Paranassus Core Equity Fund 756 * John Hancock USA Small Cap World Fund | Other securities | — | — | $22K | 0.4% | |
| AMERICAN FUNDS SMALLCAP WORLD JOHN HANCOCK LIFE INS CO USA · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $22K | 0.4% | |
| DFA US TARGETED VALUE FUND JOHN HANCOCK LIFE INS CO USA · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $22K | 0.4% | |
| DFA INTERNATIONAL VALUE JOHN HANCOCK LIFE INS CO USA · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $19K | 0.4% | |
| DFA EMERGING MARKETS VALUE JOHN HANCOCK LIFE INS CO USA · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $18K | 0.3% | |
| INTL EQUITY INDEX FUND JOHN HANCOCK LIFE INS CO USA · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $18K | 0.3% | |
| MID CAP INDEX FUND JOHN HANCOCK LIFE INS CO USA · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $17K | 0.3% | |
| PIMCO COMMODITY REAL RETURN JOHN HANCOCK LIFE INS CO USA · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $17K | 0.3% | |
| JOHN HANCOCK DISCIPLINED VALUE JOHN HANCOCK LIFE INS CO USA · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $16K | 0.3% | |
| VANGUARD MID-CAP VALUE ETF JOHN HANCOCK LIFE INS CO USA · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $16K | 0.3% | |
| VANGUARD VALUE INDEX FUND JOHN HANCOCK LIFE INS CO USA · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $13K | 0.2% | |
| FEDERATED HIGH YIELD BOND JOHN HANCOCK LIFE INS CO USA · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $10K | 0.2% | |
| DFA INFLATION-PROTECTED SEC JOHN HANCOCK LIFE INS CO USA · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $5K | <0.1% | |
| Noninterest-Bearing Cash | Cash / Money Market | — | — | $4K | <0.1% | |
| PIMCO ALL ASSET JOHN HANCOCK LIFE INS CO USA · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $3K | <0.1% | |
| VANGUARD TARGET RET 2020 JOHN HANCOCK LIFE INS CO USA · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $3K | <0.1% | |
| PARNASSUS CORE EQUITY FUND JOHN HANCOCK LIFE INS CO USA · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $756 | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
