Alicia Aldam signed Guido's Quality Fruit & Produce's 2023 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Guido's Quality Fruit & Produce's EIN is 04-2722288.
Download the official 2023 Form 5500 (PDF) for Guido's Quality Fruit & Produce from the U.S. Department of Labor's EFAST2 system.
Download the official 2023 Form 5500 (PDF)Guido's Quality Fruit & Produce'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 | $386 | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| CREATIVE PLANNING, LLC | 84-4519624 | — | INVESTMENT ADVISOR | $41K | — |
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 2025 LIFETIME JOHN HANCOCK USA · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $5.7M | 45.2% | |
| JH Multimanager 2030 Lifetime *" Portfolio Registered investment company 5| |,280 ‘ Jll Mullimanager 2025 “ Lifetime Portfolio Registered investment company | Common Stocks | — | — | $4.8M | 38.7% | |
| [Assets held in registered investment companies (mutual funds)] | Other | — | — | $3.6M | 28.7% | |
| JH MULTIMANAGER BALANCED LS JOHN HANCOCK USA · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $1.5M | 12.1% | |
| JH MULTIMANAGER AGGRESSIVE LS JOHN HANCOCK USA · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $1.1M | 9.0% | |
| JH MULTIMANAGER GROWTH LS JOHN HANCOCK USA · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $1.0M | 8.0% | |
| ' JH Multimanagcr *‘ Balanced Portfolio Registered investment company | Common Stocks | — | — | $900K | 7.2% | |
| ‘ Jll Multimanager “ Aggressive Ponfolio Registered investment company | Common Stocks | — | — | $841K | 6.7% | |
| 500 INDEX FUND JOHN HANCOCK USA · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $545K | 4.4% | |
| " ‘* Victory Sycamore Established Value Fund Registered investment company 34,42] * 500 Index ** Fund Registered investment company | Common Collective Trusts | — | — | $487K | 3.9% | |
| JH MULTIMANAGER 2035 LIFETIME JOHN HANCOCK USA · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $468K | 3.7% | |
| MONEY MARKET FUND JOHN HANCOCK USA · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $350K | 2.8% | |
| JH Multimanager ‘* 2035 Lifetime Portfolio Registered investment company | Common Stocks | — | — | $248K | 2.0% | |
| MID CAP INDEX FUND JOHN HANCOCK USA · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $212K | 1.7% | |
| ** Money Market Fund Registered investment company | Cash / Money Market | — | — | $205K | 1.6% | |
| “ " Investment Company of America Registered investment company | Common Stocks | — | — | $165K | 1.3% | |
| INVESCO GLOBAL FUND JOHN HANCOCK USA · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $154K | 1.2% | |
| "‘ Mid ** Cap Index Fund Registered investment company | Common Collective Trusts | — | — | $151K | 1.2% | |
| INVESTMENT COMPANY OF AMERICA JOHN HANCOCK USA · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $128K | 1.0% | |
| " ** Domini Impact International Equity Registered investment company 626 “ lnvesco ” Global Fund Registered investment company | Common Stocks | — | — | $125K | 1.0% | |
| DFA U.S. SMALL CAP FUND JOHN HANCOCK USA · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $117K | 0.9% | |
| JH MULTIMANAGER 2050 LIFETIME JOHN HANCOCK USA · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $111K | 0.9% | |
| The Growth F und of ** America Registered investment company | Common Stocks | — | — | $107K | 0.9% | |
| JH MULTIMANAGER 2060 LIFETIME JOHN HANCOCK USA · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $99K | 0.8% | |
| "‘ Vanguard ** Shon-Term Federal Fund Registered investment company | Mutual Funds | — | — | $98K | 0.8% | |
| AF THE GROWTH FUND OF AMERICA JOHN HANCOCK USA · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $95K | 0.8% | |
| JH DISCIPLINED VALUE INTL FUND JOHN HANCOCK USA · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $90K | 0.7% | |
| JH MULTIMANAGER 2065 LIFETIME JOHN HANCOCK USA · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $88K | 0.7% | |
| DFA US Small ** Cap Fund Registered investment company | Mutual Funds | — | — | $80K | 0.6% | |
| JH Multimanager 2050 Lifetime *“ Portfolio Registered investment company | Common Stocks | — | — | $77K | 0.6% | |
| JH MULTIMANAGER MODERATE LS JOHN HANCOCK USA · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $76K | 0.6% | |
| "‘ ” John Hancock Disciplined Value Fund Registered investment company | Common Stocks | — | — | $73K | 0.6% | |
| JH MULTIMANAGER 2045 LIFETIME JOHN HANCOCK USA · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $69K | 0.6% | |
| DOMINI IMPACT EQUITY FUND JOHN HANCOCK USA · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $66K | 0.5% | |
| "‘ JP Morgan ** US Equity Fund Registered investment company | Common Stocks | — | — | $63K | 0.5% | |
| JH MULTIMANAGER CONSERV LS JOHN HANCOCK USA · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $52K | 0.4% | |
| Jll ** Mullimanagcr 2060 Lifetime Ponfolio Registered investment company | Common Stocks | — | — | $51K | 0.4% | |
| JH MULTIMANAGER 2040 LIFETIME JOHN HANCOCK USA · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $47K | 0.4% | |
| DFA EMERGING MARKETS VALUE JOHN HANCOCK USA · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $47K | 0.4% | |
| VICTORY SYCAMORE EST VALUE JOHN HANCOCK USA · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $45K | 0.4% | |
| Capital ** Appreciation Fund Registered investment company 709 * Domini " Impact Equity Fund Registered investment company | Common Stocks | — | — | $45K | 0.4% | |
| JH MULTIMANAGER 2030 LIFETIME JOHN HANCOCK USA · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $44K | 0.4% | |
| " JH Multimanagcr *" Moderate Portfolio Registered investment company 64,82l " JH *” Multimanager Conservative Portfolio Registered investment company | Common Stocks | — | — | $43K | 0.3% | |
| JOHN HANCOCK DISCIPLINED VALUE JOHN HANCOCK USA · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $42K | 0.3% | |
| Jll Multimanagcr 2065 ** Lifetime Portfolio Registered investment company S | Common Stocks | — | — | $42K | 0.3% | |
| ** JH Disciplined Value International Fund Registered investment company 80,5 l2 * DFA ** Emerging Markets Value Registered investment company | Mutual Funds | — | — | $37K | 0.3% | |
| SMALL CAP INDEX FUND JOHN HANCOCK USA · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $32K | 0.3% | |
| T. Rowe Price ** Small Cap Value Fund Registered investment company | Common Stocks | — | — | $30K | 0.2% | |
| JH MULTIMANAGER 2055 LIFETIME JOHN HANCOCK USA · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $29K | 0.2% | |
| JP Morgan ‘* Midcap Value Fund Registered investment company | Common Stocks | — | — | $26K | 0.2% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
