Concept Systems, Inc.'s EIN is 93-1291675.
Download the official 2024 Form 5500 (PDF) for Concept Systems, Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Concept Systems, 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 |
|---|---|---|---|---|---|
| JOHN HANCOCK LIFE INSURANCE COMPANY | 01-0233346 | — | RECORDKEEPER | $2K | — |
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 | |||||
|---|---|---|---|---|---|---|
| 500 INDEX FUND JOHN HANCOCK, USA · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $1.9M | 17.6% | |
| JH LIFETIME BLEND 2035 CIT R2 JOHN HANCOCK, USA · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $1.2M | 11.1% | |
| JH LIFETIME BLEND 2030 CIT R2 JOHN HANCOCK, USA · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $883K | 8.1% | |
| JH MULTIMANAGER GROWTH LS JOHN HANCOCK, USA · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $874K | 8.0% | |
| JOHN HANCOCK DISCIPLINED VALUE JOHN HANCOCK, USA · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $760K | 6.9% | |
| JH MULTIMANAGER CONSERV LS JOHN HANCOCK, USA · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $625K | 5.7% | |
| JH LIFETIME BLEND 2050 CIT R2 JOHN HANCOCK, USA · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $536K | 4.9% | |
| JH LIFETIME BLEND 2040 CIT R2 JOHN HANCOCK, USA · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $396K | 3.6% | |
| SPROTT GOLD EQUITY FUND JOHN HANCOCK, USA · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $348K | 3.2% | |
| JH MULTIMANAGER AGGRESSIVE LS JOHN HANCOCK, USA · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $321K | 2.9% | |
| JH LIFETIME BLEND 2045 CIT R2 JOHN HANCOCK, USA · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $291K | 2.7% | |
| BLUE CHIP GROWTH FUND JOHN HANCOCK, USA · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $290K | 2.6% | |
| JH MULTIMANAGER BALANCED LS JOHN HANCOCK, USA · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $265K | 2.4% | |
| JH LIFETIME BLEND 2060 CIT R2 JOHN HANCOCK, USA · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $232K | 2.1% | |
| CORE BOND FUND JOHN HANCOCK, USA · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $176K | 1.6% | |
| JH Stable Val Gntd Income Fund Collective Trust | Common Collective Trusts | — | — | $166K | 1.5% | |
| JH LIFETIME BLEND 2055 CIT R2 JOHN HANCOCK, USA · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $157K | 1.4% | |
| JH LIFETIME BLEND 2025 CIT R2 JOHN HANCOCK, USA · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $126K | 1.1% | |
| INTL EQUITY INDEX FUND JOHN HANCOCK, USA · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $122K | 1.1% | |
| JH LIFETIME BLEND 2065 CIT R2 JOHN HANCOCK, USA · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $106K | 1.0% | |
| JH DISCIPLINED VALUE MID CAP JOHN HANCOCK, USA · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $90K | 0.8% | |
| AMG RIVER ROAD MID CAP VALUE JOHN HANCOCK, USA · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $86K | 0.8% | |
| T. ROWE PRICE CAP APPRECIATION JOHN HANCOCK, USA · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $85K | 0.8% | |
| INVESCO OPP INTL GROWTH FUND JOHN HANCOCK, USA · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $79K | 0.7% | |
| MID CAP INDEX FUND JOHN HANCOCK, USA · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $76K | 0.7% | |
| AF THE GROWTH FUND OF AMERICA JOHN HANCOCK, USA · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $70K | 0.6% | |
| maturing through December 2029 0 | Other securities | — | — | $69K | 0.6% | |
| SMALL CAP INDEX FUND JOHN HANCOCK, USA · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $64K | 0.6% | |
| AMERICAN FUNDS NEW WORLD FUND JOHN HANCOCK, USA · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $53K | 0.5% | |
| AMERICAN FUNDS FUNDAMENTAL INV JOHN HANCOCK, USA · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $53K | 0.5% | |
| STRATEGIC INCOME OPP FUND JOHN HANCOCK, USA · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $33K | 0.3% | |
| MFS UTILITIES FUND JOHN HANCOCK, USA · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $29K | 0.3% | |
| DFA US TARGETED VALUE FUND JOHN HANCOCK, USA · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $28K | 0.3% | |
| AF AMERICAN BALANCED FUND JOHN HANCOCK, USA · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $28K | 0.3% | |
| AF CAPITAL INCOME BUILDER JOHN HANCOCK, USA · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $26K | 0.2% | |
| REAL EST. SECURITIES FUND JOHN HANCOCK, USA · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $18K | 0.2% | |
| TOTAL BOND MARKET FUND JOHN HANCOCK, USA · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $14K | 0.1% | |
| VANGUARD SMALL CAP GROW INDEX JOHN HANCOCK, USA · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $13K | 0.1% | |
| JH MULTIMANAGER MODERATE LS JOHN HANCOCK, USA · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $7K | <0.1% | |
| PGIM JENNISON MID CAP GROWTH JOHN HANCOCK, USA · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $6K | <0.1% | |
| PIMCO REAL RETURN JOHN HANCOCK, USA · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $5K | <0.1% | |
| JH LIFETIME BLEND 2015 CIT R2 JOHN HANCOCK, USA · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $3K | <0.1% | |
| HIGH YIELD FUND JOHN HANCOCK, USA · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $2K | <0.1% | |
| TEMPLETON FOREIGN SMALLER CO JOHN HANCOCK, USA · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $2K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
