Maureen Barry signed Search for Change, Inc.'s 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Search for Change, Inc.'s EIN is 13-2893548.
Download the official 2024 Form 5500 (PDF) for Search for Change, Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Search for Change, Inc.'s plan includes profit-sharing, ERISA 404(c) participant direction, 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 INS CO OF NY | 13-3646501 | — | RECORDKEEPER | $3K | — |
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 | |||||
|---|---|---|---|---|---|---|
| VANGUARD TARGET RETIREMENT 2025 JOHN HANCOCK NEW YORK · EIN 13-3646501 / PN 000 | Pooled Separate Account | — | — | $1.3M | 20.3% | |
| VANGUARD TARGET RETIREMENT 2030 JOHN HANCOCK NEW YORK · EIN 13-3646501 / PN 000 | Pooled Separate Account | — | — | $689K | 10.9% | |
| VANGUARD TARGET RETIREMENT 2035 JOHN HANCOCK NEW YORK · EIN 13-3646501 / PN 000 | Pooled Separate Account | — | — | $625K | 9.9% | |
| VANGUARD TARGET RETIREMENT 2040 JOHN HANCOCK NEW YORK · EIN 13-3646501 / PN 000 | Pooled Separate Account | — | — | $530K | 8.4% | |
| 500 INDEX FUND JOHN HANCOCK NEW YORK · EIN 13-3646501 / PN 000 | Pooled Separate Account | — | — | $387K | 6.1% | |
| VANGUARD TARGET RETIREMENT 2045 JOHN HANCOCK NEW YORK · EIN 13-3646501 / PN 000 | Pooled Separate Account | — | — | $309K | 4.9% | |
| VANGUARD TARGET RETIREMENT 2055 JOHN HANCOCK NEW YORK · EIN 13-3646501 / PN 000 | Pooled Separate Account | — | — | $301K | 4.8% | |
| John Hancock Life Insurance Company of New York Putnam Equity Income Fund {+} | Mutual Funds | — | — | $250K | 4.0% | |
| PUTNAM EQUITY INCOME FUND JOHN HANCOCK NEW YORK · EIN 13-3646501 / PN 000 | Pooled Separate Account | — | — | $250K | 4.0% | |
| VANGUARD GROWTH INDEX FUND JOHN HANCOCK NEW YORK · EIN 13-3646501 / PN 000 | Pooled Separate Account | — | — | $240K | 3.8% | |
| VANGUARD TARGET RETIREMENT 2050 JOHN HANCOCK NEW YORK · EIN 13-3646501 / PN 000 | Pooled Separate Account | — | — | $231K | 3.7% | |
| VANGUARD TARGET RETIREMENT 2060 JOHN HANCOCK NEW YORK · EIN 13-3646501 / PN 000 | Pooled Separate Account | — | — | $188K | 3.0% | |
| JOHN HANCOCK BOND JOHN HANCOCK NEW YORK · EIN 13-3646501 / PN 000 | Pooled Separate Account | — | — | $182K | 2.9% | |
| Notes receivable from participants Interest Rate 4.25% - 9.50% N/A | Bonds / Notes | — | — | $147K | 2.3% | |
| JOHN HANCOCK Participants Loan | Participant loans | — | — | $147K | 2.3% | |
| MFS MID CAP VALUE FUND JOHN HANCOCK NEW YORK · EIN 13-3646501 / PN 000 | Pooled Separate Account | — | — | $134K | 2.1% | |
| JOHN HANCOCK STABLE VALUE FUND JOHN HANCOCK NEW YORK · EIN 13-3646501 / PN 000 | Pooled Separate Account | — | — | $100K | 1.6% | |
| VANGUARD SMALL CAP GROWTH INDEX FUN JOHN HANCOCK NEW YORK · EIN 13-3646501 / PN 000 | Pooled Separate Account | — | — | $98K | 1.5% | |
| DFA U.S. TARGETED VALUE FUND JOHN HANCOCK NEW YORK · EIN 13-3646501 / PN 000 | Pooled Separate Account | — | — | $93K | 1.5% | |
| FEDERAL HIGH YIELD JOHN HANCOCK NEW YORK · EIN 13-3646501 / PN 000 | Pooled Separate Account | — | — | $91K | 1.4% | |
| VANGUARD TARGET RETIREMENT 2020 JOHN HANCOCK NEW YORK · EIN 13-3646501 / PN 000 | Pooled Separate Account | — | — | $91K | 1.4% | |
| DFA US SMALL CAP FUND JOHN HANCOCK NEW YORK · EIN 13-3646501 / PN 000 | Pooled Separate Account | — | — | $88K | 1.4% | |
| REAL ESTATE SECURITIES FUND JOHN HANCOCK NEW YORK · EIN 13-3646501 / PN 000 | Pooled Separate Account | — | — | $77K | 1.2% | |
| JOHN HANCOCK Opportunistic Fixed Income | Other securities | — | — | $51K | 0.8% | |
| OPPENHEIMER DISCOVERY MID CAP GROWT JOHN HANCOCK NEW YORK · EIN 13-3646501 / PN 000 | Pooled Separate Account | — | — | $51K | 0.8% | |
| VANGUARD TARGET RETIREMENT 2065 JOHN HANCOCK NEW YORK · EIN 13-3646501 / PN 000 | Pooled Separate Account | — | — | $42K | 0.7% | |
| VANGUARD TOTAL INTERNATIONAL STOCK JOHN HANCOCK NEW YORK · EIN 13-3646501 / PN 000 | Pooled Separate Account | — | — | $38K | 0.6% | |
| NEW PERSPECTIVE FUND JOHN HANCOCK NEW YORK · EIN 13-3646501 / PN 000 | Pooled Separate Account | — | — | $29K | 0.5% | |
| VANGUARD TARGET RETIREMENT INCOME JOHN HANCOCK NEW YORK · EIN 13-3646501 / PN 000 | Pooled Separate Account | — | — | $12K | 0.2% | |
| John Hancock Life Insurance Company of New York Vanguard Retirement {+} | Mutual Funds | — | — | $12K | 0.2% | |
| GLOBAL BOND FUND JOHN HANCOCK NEW YORK · EIN 13-3646501 / PN 000 | Pooled Separate Account | — | — | $2K | <0.1% | |
| CAPITAL APPRECIATION JOHN HANCOCK NEW YORK · EIN 13-3646501 / PN 000 | Pooled Separate Account | — | — | $337 | <0.1% | |
| PARNASSUS CORE EQUITY FUND JOHN HANCOCK NEW YORK · EIN 13-3646501 / PN 000 | Pooled Separate Account | — | — | $0 | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
