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.
| 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 | Other securities | — | $11K | $324K | 10.3% | |
| JH Lifestyle Blend Aggressive | Other securities | — | $11K | $271K | 8.7% | |
| American Funds 2060 TD | Other securities | — | $11K | $263K | 8.4% | |
| JH Lifestyle Blend Growth | Other securities | — | $12K | $250K | 8.0% | |
| American Funds 2055 TD | Other securities | — | $5K | $172K | 5.5% | |
| American Funds 2045 TD | Other securities | — | $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 | Other securities | — | $4K | $73K | 2.3% | |
| American Funds 2040 TD | Other securities | — | $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 | Other securities | — | $1K | $32K | 1.0% | |
| Fundamental Large Cap Value 390 | Other securities | — | — | $30K | 1.0% | |
| 500 Index Fund 210 | Other securities | — | — | $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 | Other securities | — | — | $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 | Other securities | — | — | $12K | 0.4% | |
| PIMCO All Asset 317 | Other securities | — | — | $10K | 0.3% | |
| Vanguard Energy Fund 84 | Other securities | — | — | $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 | Other securities | — | — | $5K | 0.2% | |
| Mid Cap Index Fund 42 | Other securities | — | — | $4K | 0.1% | |
| T. Rowe Price Equity Inc 25 | Common Stock | — | — | $3K | 0.1% | |
| JPMorgan U.S. Equity Fund 44 | Other securities | — | — | $2K | <0.1% | |
| Vanguard Small Cap Grow Index 23 | Other securities | — | — | $2K | <0.1% | |
| Fidelity Advisor Total Bond 97 | Other securities | — | — | $1K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
