Wendi Newton signed CRI-HELP, Inc.'s 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
CRI-HELP, Inc.'s EIN is 95-2758951.
Download the official 2024 Form 5500 (PDF) for CRI-HELP, Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)CRI-HELP, Inc.'s plan includes automatic enrollment, a 401(k) feature, ERISA 404(c) participant direction, 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 INS CO | 01-0233346 | — | RECORDKEEPER | $3K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| WILSHIRE ASSOCIATES INC( | 95-2755361 | — | INVESTMENT ADVISOR | $386 | — |
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 2055 | Mutual Funds | — | — | $305K | 13.1% | |
| VANGUARD TARGET RET 2055 JOHN HANCOCK USA · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $298K | 12.8% | |
| Vanguard Target Ret 2040 | Mutual Funds | — | — | $290K | 12.5% | |
| VANGUARD TARGET RET 2040 JOHN HANCOCK USA · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $285K | 12.3% | |
| Vanguard Target Ret 2050 | Mutual Funds | — | — | $267K | 11.5% | |
| VANGUARD TARGET RET 2050 JOHN HANCOCK USA · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $261K | 11.2% | |
| Vanguard 500 Index Fund | Common Collective Trusts | — | — | $258K | 11.1% | |
| 500 INDEX FUND JOHN HANCOCK USA · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $254K | 10.9% | |
| Vanguard Target Ret 2035 | Mutual Funds | — | — | $238K | 10.2% | |
| VANGUARD TARGET RET 2035 JOHN HANCOCK USA · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $233K | 10.0% | |
| Vanguard Target Ret 2030 | Mutual Funds | — | — | $220K | 9.5% | |
| VANGUARD TARGET RET 2030 JOHN HANCOCK USA · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $216K | 9.3% | |
| Vanguard Target Ret 2045 | Mutual Funds | — | — | $160K | 6.9% | |
| VANGUARD TARGET RET 2045 JOHN HANCOCK USA · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $157K | 6.8% | |
| Vanguard Target Ret 2060 | Mutual Funds | — | — | $136K | 5.9% | |
| VANGUARD TARGET RET 2060 JOHN HANCOCK USA · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $132K | 5.7% | |
| John Hancock Blue Chip Growth Fund | Other securities | — | — | $100K | 4.3% | |
| BLUE CHIP GROWTH FUND JOHN HANCOCK USA · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $99K | 4.3% | |
| Vanguard Target Ret 2065 | Mutual Funds | — | — | $79K | 3.4% | |
| VANGUARD TARGET RET 2065 JOHN HANCOCK USA · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $77K | 3.3% | |
| Vanguard Target Ret 2020 | Mutual Funds | — | — | $67K | 2.9% | |
| VANGUARD TARGET RET 2020 JOHN HANCOCK USA · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $66K | 2.9% | |
| Vanguard Target Ret 2025 | Mutual Funds | — | — | $62K | 2.7% | |
| VANGUARD TARGET RET 2025 JOHN HANCOCK USA · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $61K | 2.6% | |
| Notes receivable from participants 5.75% - 9.50%, maturities through November 2029 | Bonds / Notes | — | — | $56K | 2.4% | |
| John Hancock Money Market Fund | Cash / Money Market | — | — | $15K | 0.7% | |
| MONEY MARKET FUND JOHN HANCOCK · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $15K | 0.6% | |
| AMERICAN FUNDS NEW WORLD FUND JOHN HANCOCK · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $13K | 0.6% | |
| Vanguard Target Ret Income | Mutual Funds | — | — | $12K | 0.5% | |
| VANGUARD TARGET RET INCOME JOHN HANCOCK USA · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $11K | 0.5% | |
| DFA Inflation-Protected Sec | Mutual Funds | — | — | $11K | 0.5% | |
| VANGUARD EXPLORER FUND JOHN HANCOCK USA · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $11K | 0.5% | |
| DFA INFLATION-PROTECTED SEC JOHN HANCOCK · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $11K | 0.5% | |
| John Hancock Disciplined Value Fund | Other securities | — | — | $4K | 0.2% | |
| JOHN HANCOCK DISCIPLINED VALUE JOHN HANCOCK USA · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $4K | 0.2% | |
| DFA US Targeted Value Fund | Mutual Funds | — | — | $3K | 0.1% | |
| DFA US TARGETED VALUE FUND JOHN HANCOCK USA · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $3K | 0.1% | |
| AB Global Bond Fund | Other securities | — | — | $3K | 0.1% | |
| AB GLOBAL BOND FUND JOHN HANCOCK USA · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $3K | 0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
