East SIDE House's EIN is 13-1623989.
Download the official 2024 Form 5500 (PDF) for East SIDE House from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)East SIDE House'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 |
|---|---|---|---|---|---|
| GREENWICH PENSION CONSULTANTS | — | GREENWICH, CT | TPA | $8K | — |
Rows tagged as a trust or pooled fund hold many underlying securities. Click one to drill into its own Schedule of Assets — where the individual funds, shares, and CUSIPs live.
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| EAST SIDE HOUSE 401(K) PLAN EAST SIDE HOUSE · EIN 13-1623989 / PN 002 | Pooled Separate Account | — | — | $3.0M | 95.4% | |
| S SHARES / UNITS * JH Lifestyle Blend Balanced | Pooled Separate Accounts | — | $51K | $968K | 30.9% | |
| American Funds 2050 TD | Mutual Funds | — | $11K | $324K | 10.3% | |
| JH Lifestyle Blend Aggressive | Other securities | — | $11K | $271K | 8.7% | |
| American Funds 2060 TD | Mutual Funds | — | $11K | $263K | 8.4% | |
| JH Lifestyle Blend Growth | Other securities | — | $12K | $250K | 8.0% | |
| American Funds 2055 TD | Mutual Funds | — | $5K | $172K | 5.5% | |
| American Funds 2045 TD | Mutual Funds | — | $5K | $150K | 4.8% | |
| 10.50% with maturities through 2028 | Bonds / Notes | — | — | $145K | 4.6% | |
| JH Lifestyle Blend Moderate | Other securities | — | $8K | $125K | 4.0% | |
| American Funds 2065 TD | Mutual Funds | — | $4K | $73K | 2.3% | |
| American Funds 2040 TD | Mutual Funds | — | $2K | $60K | 1.9% | |
| Strategic Income Opp Fund | Other securities | — | $2K | $55K | 1.8% | |
| John Hancock Stable Val | Other securities | — | $26K | $41K | 1.3% | |
| American Funds 2035 TD | Mutual Funds | — | $1K | $32K | 1.0% | |
| Fundamental Large Cap Value 390 | Other securities | — | — | $30K | 1.0% | |
| 500 Index Fund 210 | Common Collective Trusts | — | — | $22K | 0.7% | |
| Washington Mutual Investors 120 | Other securities | — | — | $22K | 0.7% | |
| AF American Balanced Fund 233 | Other securities | — | — | $18K | 0.6% | |
| Invesco Global Fund 119 | Mutual Funds | — | — | $18K | 0.6% | |
| Equity Income Fund 155 | Other securities | — | — | $17K | 0.5% | |
| BlackRock Global Allocation 318 | Other securities | — | — | $14K | 0.4% | |
| American Funds 2030 TD 487 | Mutual Funds | — | — | $12K | 0.4% | |
| PIMCO All Asset 317 | Mutual Funds | — | — | $10K | 0.3% | |
| Vanguard Energy Fund 84 | Mutual Funds | — | — | $10K | 0.3% | |
| Blue Chip Growth Fund 29 | Other securities | — | — | $5K | 0.2% | |
| JH Lifestyle Bln Conservative 330 | Other securities | — | — | $5K | 0.2% | |
| American Funds 2025 TD 227 | Mutual Funds | — | — | $5K | 0.2% | |
| Mid Cap Index Fund 42 | Common Collective Trusts | — | — | $4K | 0.1% | |
| T. Rowe Price Equity Inc 25 | Common Stocks | — | — | $3K | 0.1% | |
| JPMorgan U.S. Equity Fund 44 | Other securities | — | — | $2K | <0.1% | |
| Vanguard Small Cap Grow Index 23 | Mutual Funds | — | — | $2K | <0.1% | |
| Fidelity Advisor Total Bond 97 | Mutual Funds | — | — | $1K | <0.1% |
