Edgemine, Inc.'s EIN is 95-4775330.
Download the official 2024 Form 5500 (PDF) for Edgemine, Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Edgemine, 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 LIFE INSURANCE COMPANY | 01-0233346 | BUFFALO, NY | RECORDKEEPER | $522 | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| MERRILL LYNCH -FAS | 13-5674085 | CHARLOTTE, NC | INVESTMENT ADVISOR | $10K | — |
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 | |||||
|---|---|---|---|---|---|---|
| JOHN HANCOCK PLAN ADMINISTRATOR JOHN HANCOCK LIFE INSURANCE (USA · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $4.6M | 99.9% | |
| John Hancock U.S.A. 500 INDEX FUND | Common Collective Trusts | — | — | $2.2M | 48.5% | |
| John Hancock U.S.A. JH MULTIMANAGER CONSERV LS | Other securities | — | — | $765K | 16.6% | |
| John Hancock U.S.A. JOHN HANCOCK LIFETIME BLEND 2055 | Other securities | — | — | $296K | 6.4% | |
| John Hancock U.S.A. JOHN HANCOCK LIFETIME BLEND 2035 | Other securities | — | — | $178K | 3.9% | |
| John Hancock U.S.A. JOHN HANCOCK LIFETIME BLEND 2040 | Other securities | — | — | $169K | 3.7% | |
| John Hancock U.S.A. JOHN HANCOCK LIFETIME BLEND 2045 | Other securities | — | — | $168K | 3.6% | |
| John Hancock U.S.A. T. ROWE PRICE CAP APPRECIATION | Other securities | — | — | $97K | 2.1% | |
| John Hancock U.S.A. MID VALUE FUND | Other securities | — | — | $84K | 1.8% | |
| John Hancock U.S.A. JH MULTIMANAGER MODERATE LS | Other securities | — | — | $73K | 1.6% | |
| John Hancock U.S.A. VANGUARD VALUE INDEX FUND | Common Collective Trusts | — | — | $54K | 1.2% | |
| John Hancock U.S.A. DFA U.S. SMALL CAP FUND | Mutual Funds | — | — | $48K | 1.0% | |
| John Hancock U.S.A. INVESCO OPP INTL GROWTH FUND | Mutual Funds | — | — | $42K | 0.9% | |
| John Hancock U.S.A. CAPITAL APPRECIATION FUND | Other securities | — | — | $40K | 0.9% | |
| John Hancock U.S.A. SMALL CAP INDEX FUND | Common Collective Trusts | — | — | $38K | 0.8% | |
| John Hancock U.S.A. NEW PERSPECTIVE FUND | Other securities | — | — | $30K | 0.7% | |
| John Hancock U.S.A. FRANKLIN GLOBAL BOND FUND | Mutual Funds | — | — | $29K | 0.6% | |
| John Hancock U.S.A. HIGH YIELD FUND | Other securities | — | — | $25K | 0.5% | |
| John Hancock U.S.A. LARGE CAP AGGRESSIVE GROWTH FUND | Other securities | — | — | $24K | 0.5% | |
| John Hancock U.S.A. T. ROWE PRICE HEALTH SCI | Other securities | — | — | $24K | 0.5% | |
| John Hancock U.S.A. VANGUARD SMALL CAP GROW INDEX | Mutual Funds | — | — | $20K | 0.4% | |
| John Hancock U.S.A. JOHN HANCOCK LIFETIME BLEND 2050 | Other securities | — | — | $19K | 0.4% | |
| John Hancock U.S.A. VANGUARD STRATEGIC INCOME FUND | Mutual Funds | — | — | $18K | 0.4% | |
| John Hancock U.S.A. FUNDAMENTAL INVESTORS | Other securities | — | — | $18K | 0.4% | |
| Notes receivable from participants | Other securities | — | — | $14K | 0.3% | |
| John Hancock U.S.A. WASHINGTON MUTUAL INVESTORS | Other securities | — | — | $12K | 0.3% | |
| John Hancock U.S.A. PIMCO REAL RETURN | Mutual Funds | — | — | $10K | 0.2% | |
| John Hancock U.S.A. AMERICAN BALANCED FUND | Other securities | — | — | $8K | 0.2% | |
| John Hancock U.S.A. DFA INFLATION-PROTECTED SEC | Mutual Funds | — | — | $8K | 0.2% | |
| John Hancock U.S.A. JH MULTIMANAGER BALANCED LS | Other securities | — | — | $8K | 0.2% | |
| John Hancock U.S.A. MID CAP INDEX FUND | Common Collective Trusts | — | — | $8K | 0.2% | |
| John Hancock U.S.A. CORE BOND FUND | Other securities | — | — | $7K | 0.2% | |
| John Hancock U.S.A. VANGUARD INFORMATION TECHNOLOGY | Mutual Funds | — | — | $4K | <0.1% | |
| John Hancock U.S.A. JH MULTIMANAGER GROWTH LS | Other securities | — | — | $3K | <0.1% | |
| John Hancock U.S.A. MID CAP GROWTH FUND | Other securities | — | — | $2K | <0.1% | |
| John Hancock U.S.A. VANGUARD ENERGY FUND | Mutual Funds | — | — | $2K | <0.1% | |
| John Hancock U.S.A. TEMPLETON WORLD | Mutual Funds | — | — | $1K | <0.1% | |
| John Hancock U.S.A. JH MULTIMANAGER AGGRESSIVE LS | Other securities | — | — | $1K | <0.1% | |
| John Hancock U.S.A. JOHN HANCOCK LIFETIME BLEND 2060 | Other securities | — | — | $795 | <0.1% | |
| John Hancock U.S.A. TOTAL BOND MARKET FUND | Other securities | — | — | $484 | <0.1% | |
| John Hancock U.S.A. PIMCO COMMODITY REAL RETURN | Mutual Funds | — | — | $153 | <0.1% | |
| John Hancock U.S.A. JOHN HANCOCK INTL GROWTH | Other securities | — | — | $150 | <0.1% | |
| John Hancock U.S.A. MONEY MARKET FUND | Cash / Money Market | — | — | $133 | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| MERRILL LYNCH -EPS | 13-5674085 | CHARLOTTE, NC | INVESTMENT AD VISE | $10K | — |
