Matthew Swanson signed Richard E. Swanson Farms, Inc.'s 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Richard E. Swanson Farms, Inc.'s EIN is 94-3006314.
Download the official 2024 Form 5500 (PDF) for Richard E. Swanson Farms, Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Richard E. Swanson Farms, Inc.'s plan includes profit-sharing, a 401(k) feature.
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| JOHN HANCOCK | 01-0233346 | — | RECORDKEEPER | $550 | — |
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 | |||||
|---|---|---|---|---|---|---|
| LIFESTYLE BALANCED JOHN HANCOCK USA · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $3.5M | 24.4% | |
| LIFESTYLE GROWTH JOHN HANCOCK USA · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $1.9M | 13.5% | |
| LIFESTYLE AGGRESSIVE JOHN HANCOCK USA · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $1.1M | 7.8% | |
| 500 INDEX FUND JOHN HANCOCK USA · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $1.1M | 7.6% | |
| MONEY MARKET FUND JOHN HANCOCK USA · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $1.1M | 7.4% | |
| John Hancock Life Insurance Co. - JH Multimanager Conserv LS Mutual fund N/A | Common Stocks | — | — | $909K | 6.3% | |
| LIFESTYLE CONSERVATIVE JOHN HANCOCK USA · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $909K | 6.3% | |
| LIFESTYLE MODERATE JOHN HANCOCK USA · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $660K | 4.6% | |
| T. ROWE PRICE SCI & TECH JOHN HANCOCK USA · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $453K | 3.1% | |
| MUTUAL BEACON JOHN HANCOCK USA · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $332K | 2.3% | |
| CAPITAL APPRECIATION FUND JOHN HANCOCK USA · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $309K | 2.1% | |
| MUTUAL DISCOVERY JOHN HANCOCK USA · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $305K | 2.1% | |
| BLUE CHIP GROWTH FUND JOHN HANCOCK USA · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $261K | 1.8% | |
| HERITAGE FUND JOHN HANCOCK USA · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $215K | 1.5% | |
| AMERICAN BALANCED FUND JOHN HANCOCK USA · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $193K | 1.3% | |
| John Hancock Life Insurance Co. - 5 Yr Comp Guaranteed account N/A | Common Stocks | — | — | $182K | 1.3% | |
| MID CAP INDEX FUND JOHN HANCOCK USA · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $180K | 1.2% | |
| John Hancock Life Insurance Co. - John Hancock Disciplined Value Mutual fund N/A | Common Stocks | — | — | $170K | 1.2% | |
| DISCRIP VAL FUND JOHN HANCOCK USA · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $170K | 1.2% | |
| T. ROWE PRICE HEALTH JOHN HANCOCK USA · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $137K | 0.9% | |
| DOMINI SOCIAL EQUITY JOHN HANCOCK USA · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $131K | 0.9% | |
| John Hancock Life Insurance Co. - Notes receivable from participants Interest rates at 4.25% to 9.50% N/A | Bonds / Notes | — | — | $129K | 0.9% | |
| John Hancock Life Insurance Co. - John Hancock U.S. Growth Mutual fund N/A | Common Stocks | — | — | $124K | 0.9% | |
| JH SGF JOHN HANCOCK USA · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $124K | 0.9% | |
| John Hancock Life Insurance Co. - John Hancock Mid Cap Growth Mutual fund N/A | Common Stocks | — | — | $117K | 0.8% | |
| JHMCGF JOHN HANCOCK USA · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $117K | 0.8% | |
| John Hancock Life Insurance Co. - MFS Utilities Mutual fund N/A | Mutual Funds | — | — | $108K | 0.7% | |
| VS UTILIT JOHN HANCOCK USA · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $108K | 0.7% | |
| EUROPACIFIC GROWTH FUND JOHN HANCOCK USA · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $81K | 0.6% | |
| TOTAL STOCK MARKET INDEX FUND JOHN HANCOCK USA · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $78K | 0.5% | |
| LM PARTNERS GLB HIGH YIELD JOHN HANCOCK USA · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $69K | 0.5% | |
| FUNDAMENTAL INVESTORS JOHN HANCOCK USA · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $66K | 0.5% | |
| SCIENCE AND TECHNOLOGY FUND JOHN HANCOCK USA · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $55K | 0.4% | |
| U.S. EQUITY FUND JOHN HANCOCK USA · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $51K | 0.4% | |
| FUNDAMENTAL ALL CAP GROWTH FUND JOHN HANCOCK USA · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $48K | 0.3% | |
| FTD TOTAL JOHN HANCOCK USA · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $48K | 0.3% | |
| FUNDAMENTAL LARGE CAP VALUE JOHN HANCOCK USA · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $45K | 0.3% | |
| ENERGY JOHN HANCOCK USA · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $36K | 0.2% | |
| FRANKLIN SMALL-MID GROWTH JOHN HANCOCK USA · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $29K | 0.2% | |
| John Hancock Life Insurance Co. - JH Disciplined Value Intl Mutual fund N/A | Common Stocks | — | — | $27K | 0.2% | |
| INTERNATIONAL CORE FUND JOHN HANCOCK USA · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $27K | 0.2% | |
| John Hancock Life Insurance Co. - ClearBridge Growth Mutual fund N/A | Common Stocks | — | — | $23K | 0.2% | |
| LEGG PARTNERS AGG GROWTH JOHN HANCOCK USA · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $23K | 0.2% | |
| VANGUARD SMALL CAP GROWTH INDEX JOHN HANCOCK USA · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $17K | 0.1% | |
| John Hancock Life Insurance Co. - Opportunistic Fixed Income Mutual fund N/A | Common Stocks | — | — | $16K | 0.1% | |
| GLOBAL BOND FUND JOHN HANCOCK USA · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $16K | 0.1% | |
| STRATEGIC BOND FUND JOHN HANCOCK USA · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $16K | 0.1% | |
| FINANCIAL SERVICES FUND JOHN HANCOCK USA · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $16K | 0.1% | |
| T. ROWE PRICE EQUITY INC JOHN HANCOCK USA · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $14K | <0.1% | |
| BLACKROCK GLOBAL ALLOCATION JOHN HANCOCK USA · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $10K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
