Jaimes Carlisle signed West Coast Dental Services, Inc.'s 2023 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
West Coast Dental Services, Inc.'s EIN is 95-4558576.
Download the official 2023 Form 5500 (PDF) for West Coast Dental Services, Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2023 Form 5500 (PDF)West Coast Dental Services, 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 | $599 | — |
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 | |||||
|---|---|---|---|---|---|---|
| JH MULTIMANAGER BALANCED LS JOHN HANCOCK USA · EIN 01-0233346 / PN 001 | Pooled Separate Account | — | — | $1.1M | 30.9% | |
| John Hancock USA Money Market Fund - | Cash / Money Market | — | — | $390K | 10.8% | |
| JH MULTI-INDEX 2025 PRESERV JOHN HANCOCK USA · EIN 01-0233346 / PN 001 | Pooled Separate Account | — | — | $329K | 9.1% | |
| JH MULTI-INDEX 2030 PRESERV JOHN HANCOCK USA · EIN 01-0233346 / PN 001 | Pooled Separate Account | — | — | $252K | 7.0% | |
| John Hancock USA Vanguard Growth Index Fund - | Common Collective Trusts | — | — | $210K | 5.8% | |
| JH MULTI-INDEX 2045 PRESERV JOHN HANCOCK USA · EIN 01-0233346 / PN 001 | Pooled Separate Account | — | — | $149K | 4.2% | |
| John Hancock USA Value Index - | Other securities | — | — | $97K | 2.7% | |
| JH MULTI-INDEX 2040 PRESERV JOHN HANCOCK USA · EIN 01-0233346 / PN 001 | Pooled Separate Account | — | — | $96K | 2.7% | |
| John Hancock USA Vanguard Short-Term Federal - | Mutual Funds | — | — | $95K | 2.6% | |
| JH MULTI-INDEX 2060 PRESERV JOHN HANCOCK USA · EIN 01-0233346 / PN 001 | Pooled Separate Account | — | — | $81K | 2.2% | |
| JH MULTIMANAGER CONSERV LS JOHN HANCOCK USA · EIN 01-0233346 / PN 001 | Pooled Separate Account | — | — | $79K | 2.2% | |
| John Hancock USA 500 Index Fund - | Common Collective Trusts | — | — | $69K | 1.9% | |
| John Hancock USA Blue Chip Growth Fund - | Other securities | — | — | $67K | 1.9% | |
| VANGUARD SMALL CAP VALUE INDEX JOHN HANCOCK USA · EIN 01-0233346 / PN 001 | Pooled Separate Account | — | — | $64K | 1.8% | |
| AMERICAN CENTURY HERITAGE JOHN HANCOCK USA · EIN 01-0233346 / PN 001 | Pooled Separate Account | — | — | $63K | 1.7% | |
| JH MULTI-INDEX 2050 PRESERV JOHN HANCOCK USA146136 · EIN 01-0233346 / PN 001 | Pooled Separate Account | — | — | $47K | 1.3% | |
| dates through December 2035 - | Other securities | — | — | $43K | 1.2% | |
| John Hancock USA JPMorgan U.S. Equity Fund - | Other securities | — | — | $38K | 1.1% | |
| JH MULTI-INDEX 2035 PRESERV JOHN HANCOCK USA · EIN 01-0233346 / PN 001 | Pooled Separate Account | — | — | $34K | 0.9% | |
| VANGUARD SMALL CAP GROW INDEX JOHN HANCOCK USA · EIN 01-0233346 / PN 001 | Pooled Separate Account | — | — | $30K | 0.8% | |
| JH MULTIMANAGER AGGRESSIVE LS JOHN HANCOCK USA · EIN 01-0233346 / PN 001 | Pooled Separate Account | — | — | $27K | 0.8% | |
| JH MULTIMANAGER GROWTH LS JOHN HANCOCK USA · EIN 01-0233346 / PN 001 | Pooled Separate Account | — | — | $27K | 0.7% | |
| JH MULTIMANAGER MODERATE LS JOHN HANCOCK USA · EIN 01-0233346 / PN 001 | Pooled Separate Account | — | — | $21K | 0.6% | |
| JH MULTI-INDEX 2055 PRESERV JOHN HANCOCK USA · EIN 01-0233346 / PN 001 | Pooled Separate Account | — | — | $16K | 0.4% | |
| John Hancock USA Fidelity Contrafund - | Mutual Funds | — | — | $13K | 0.4% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
