Lynn Ellsberry signed Best Formulations, LLC's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Best Formulations, LLC's EIN is 95-4063263.
Download the official 2024 Form 5500 (PDF) for Best Formulations, LLC from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Best Formulations, LLC's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, automatic enrollment, 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 | $35K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| SAGEVIEW ADVISORY GROUP | 33-0818667 | — | RIA | $28K | — |
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 | |||||
|---|---|---|---|---|---|---|
| [Assets held in registered investment companies (mutual funds)] | Other | — | — | $9.5M | 96.0% | |
| 500 INDEX FUND JOHN HANCOCK LIFE INS CO · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $1.2M | 12.1% | |
| VANGUARD TARGET RET 2040 JOHN HANCOCK LIFE INS CO · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $1.1M | 11.0% | |
| VANGUARD TARGET RET 2025 JOHN HANCOCK LIFE INS CO · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $972K | 9.8% | |
| VANGUARD TARGET RET 2050 JOHN HANCOCK LIFE INS CO · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $943K | 9.5% | |
| VANGUARD TARGET RET 2035 JOHN HANCOCK LIFE INS CO · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $600K | 6.0% | |
| VANGUARD TARGET RET INCOME JOHN HANCOCK LIFE INS CO · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $583K | 5.9% | |
| VANGUARD TARGET RET 2020 JOHN HANCOCK LIFE INS CO · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $535K | 5.4% | |
| VANGUARD TARGET RET 2045 JOHN HANCOCK LIFE INS CO · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $511K | 5.1% | |
| VANGUARD TARGET RET 2055 JOHN HANCOCK LIFE INS CO · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $494K | 5.0% | |
| VANGUARD TARGET RET 2030 JOHN HANCOCK LIFE INS CO · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $415K | 4.2% | |
| GROWTH FUND JOHN HANCOCK LIFE INS CO · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $374K | 3.8% | |
| VANGUARD TARGET RET 2060 JOHN HANCOCK LIFE INS CO · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $276K | 2.8% | |
| [Assets held in participant loans] | Other | — | — | $276K | 2.8% | |
| SMALL CAP INDEX FUND JOHN HANCOCK LIFE INS CO · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $273K | 2.7% | |
| MID CAP GROWTH FUND JOHN HANCOCK LIFE INS CO · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $235K | 2.4% | |
| MID CAP INDEX FUND JOHN HANCOCK LIFE INS CO · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $224K | 2.3% | |
| TOTAL INTL STOCK INDEX FUND JOHN HANCOCK LIFE INS CO · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $141K | 1.4% | |
| VANGUARD TARGET RET 2065 JOHN HANCOCK LIFE INS CO · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $136K | 1.4% | |
| [Assets held in common collective trust] | Other | — | — | $113K | 1.1% | |
| SV GUARANTEED INCOME FUND JOHN HANCOCK LIFE INS CO · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $113K | 1.1% | |
| EQUITY INCOME FUND JOHN HANCOCK LIFE INS CO · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $112K | 1.1% | |
| INTERNATIONAL GROWTH FUND JOHN HANCOCK LIFE INS CO · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $79K | 0.8% | |
| SMALL CAP VALUE INSIGHTS FUND JOHN HANCOCK LIFE INS CO · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $77K | 0.8% | |
| REAL ESTATE INDEX FUND JOHN HANCOCK LIFE INS CO · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $75K | 0.7% | |
| SMALL CAP GROWTH FUND JOHN HANCOCK LIFE INS CO · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $57K | 0.6% | |
| JOHN HANCOCK BOND FUND JOHN HANCOCK LIFE INS CO · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $48K | 0.5% | |
| TOTAL BOND MARKET INDEX FUND JOHN HANCOCK LIFE INS CO · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $41K | 0.4% | |
| VICTORY SYCA EST VALUE JOHN HANCOCK LIFE INS CO · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $36K | 0.4% | |
| VANGUARD TARTET RET 2070 JOHN HANCOCK LIFE INS CO · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $11K | 0.1% | |
| US GOVT MMKT FUND JOHN HANCOCK LIFE INS CO · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $10K | 0.1% | |
| [Assets held in interest-bearing cash] | Other | — | — | $10K | 0.1% |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| THE RAYMOND COMPANY PENSION SERVCIE | — | — | TPA | $12K | — |
