DONG Nguyen-Fuoco signed Software Guidance and Assistance, Inc.'s 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Software Guidance and Assistance, Inc.'s EIN is 13-3100591.
Download the official 2024 Form 5500 (PDF) for Software Guidance and Assistance, Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Software Guidance and Assistance, Inc.'s plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, automatic enrollment, 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 CO | 13-3646501 | — | RECORD KEEPER | $48K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| MORGAN STANLEY DOMESTIC HOLDINGS | 20-8764829 | — | INVESTMENT ADVISOR | $58K | — |
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 | |||||
|---|---|---|---|---|---|---|
| [Assets held in pooled separate account] | Other | — | — | $15.5M | 99.0% | |
| AMERICAN FUNDS 2045 TD JOHN HANCOCK NEW YORK · EIN 13-3646501 / PN 000 | Pooled Separate Account | — | — | $2.2M | 13.9% | |
| AMERICAN FUNDS 2050 TD JOHN HANCOCK NEW YORK · EIN 13-3646501 / PN 000 | Pooled Separate Account | — | — | $1.7M | 10.7% | |
| AMERICAN FUNDS 2025 TD JOHN HANCOCK NEW YORK · EIN 13-3646501 / PN 000 | Pooled Separate Account | — | — | $1.4M | 9.1% | |
| AMERICAN FUNDS 2040 TD JOHN HANCOCK NEW YORK · EIN 13-3646501 / PN 000 | Pooled Separate Account | — | — | $1.4M | 8.7% | |
| FIDELITY CONTRAFUND JOHN HANCOCK NEW YORK · EIN 13-3646501 / PN 000 | Pooled Separate Account | — | — | $1.2M | 7.4% | |
| 500 INDEX FUND JOHN HANCOCK NEW YORK · EIN 13-3646501 / PN 000 | Pooled Separate Account | — | — | $1.0M | 6.5% | |
| AMERICAN FUNDS 2035 TD JOHN HANCOCK NEW YORK · EIN 13-3646501 / PN 000 | Pooled Separate Account | — | — | $713K | 4.5% | |
| AMERICAN FUNDS 2030 TD JOHN HANCOCK NEW YORK · EIN 13-3646501 / PN 000 | Pooled Separate Account | — | — | $632K | 4.0% | |
| AMERICAN FUNDS 2055 TD JOHN HANCOCK NEW YORK · EIN 13-3646501 / PN 000 | Pooled Separate Account | — | — | $616K | 3.9% | |
| JOHN HANCOCK DISCIPLINED VALUE JOHN HANCOCK NEW YORK · EIN 13-3646501 / PN 000 | Pooled Separate Account | — | — | $547K | 3.5% | |
| JOHN HANCOCK STABLE VAL JOHN HANCOCK NEW YORK · EIN 13-3646501 / PN 000 | Pooled Separate Account | — | — | $522K | 3.3% | |
| JH MULTIMANAGER GROWTH LS JOHN HANCOCK NEW YORK · EIN 13-3646501 / PN 000 | Pooled Separate Account | — | — | $480K | 3.1% | |
| AMERICAN FUNDS 2060 TD JOHN HANCOCK NEW YORK · EIN 13-3646501 / PN 000 | Pooled Separate Account | — | — | $480K | 3.1% | |
| JH MULTIMANAGER BALANCED LS JOHN HANCOCK NEW YORK · EIN 13-3646501 / PN 000 | Pooled Separate Account | — | — | $402K | 2.6% | |
| CAPITAL WORLD GROWTH & INCOME JOHN HANCOCK NEW YORK · EIN 13-3646501 / PN 000 | Pooled Separate Account | — | — | $319K | 2.0% | |
| AMERICAN FUNDS FUNDAMENTAL INV JOHN HANCOCK NEW YORK · EIN 13-3646501 / PN 000 | Pooled Separate Account | — | — | $276K | 1.8% | |
| JOHN HANCOCK SMALL CAP CORE JOHN HANCOCK NEW YORK · EIN 13-3646501 / PN 000 | Pooled Separate Account | — | — | $264K | 1.7% | |
| VANGUARD MID-CAP GROWTH ETF JOHN HANCOCK NEW YORK · EIN 13-3646501 / PN 000 | Pooled Separate Account | — | — | $210K | 1.3% | |
| JOHN HANCOCK BOND FUND JOHN HANCOCK NEW YORK · EIN 13-3646501 / PN 000 | Pooled Separate Account | — | — | $203K | 1.3% | |
| JH MULTIMANAGER AGGRESSIVE LS JOHN HANCOCK NEW YORK · EIN 13-3646501 / PN 000 | Pooled Separate Account | — | — | $177K | 1.1% | |
| MID VALUE FUND JOHN HANCOCK NEW YORK · EIN 13-3646501 / PN 000 | Pooled Separate Account | — | — | $130K | 0.8% | |
| JH MULTIMANAGER MODERATE LS JOHN HANCOCK NEW YORK · EIN 13-3646501 / PN 000 | Pooled Separate Account | — | — | $128K | 0.8% | |
| AMERICAN FUNDS 2065 TD JOHN HANCOCK NEW YORK · EIN 13-3646501 / PN 000 | Pooled Separate Account | — | — | $109K | 0.7% | |
| AMERICAN FUNDS NEW PERSPECTIVE JOHN HANCOCK NEW YORK · EIN 13-3646501 / PN 000 | Pooled Separate Account | — | — | $104K | 0.7% | |
| VANGUARD SMALL CAP VALUE INDEX JOHN HANCOCK NEW YORK · EIN 13-3646501 / PN 000 | Pooled Separate Account | — | — | $93K | 0.6% | |
| VANGUARD MID-CAP VALUE ETF JOHN HANCOCK NEW YORK · EIN 13-3646501 / PN 000 | Pooled Separate Account | — | — | $60K | 0.4% | |
| AMERICAN FUNDS 2010 TD JOHN HANCOCK NEW YORK · EIN 13-3646501 / PN 000 | Pooled Separate Account | — | — | $41K | 0.3% | |
| NUVEEN SMALL-CAP BLEND INDEX JOHN HANCOCK NEW YORK · EIN 13-3646501 / PN 000 | Pooled Separate Account | — | — | $38K | 0.2% | |
| T. ROWE PRICE OVERSEAS STOCK JOHN HANCOCK NEW YORK · EIN 13-3646501 / PN 000 | Pooled Separate Account | — | — | $34K | 0.2% | |
| PIMCO REAL RETURN JOHN HANCOCK NEW YORK · EIN 13-3646501 / PN 000 | Pooled Separate Account | — | — | $34K | 0.2% | |
| JH MULTIMANAGER CONSERV LS JOHN HANCOCK NEW YORK · EIN 13-3646501 / PN 000 | Pooled Separate Account | — | — | $20K | 0.1% | |
| AMERICAN FUNDS 2020 TD JOHN HANCOCK NEW YORK · EIN 13-3646501 / PN 000 | Pooled Separate Account | — | — | $20K | 0.1% | |
| VANGUARD EXPLORER FUND JOHN HANCOCK NEW YORK · EIN 13-3646501 / PN 000 | Pooled Separate Account | — | — | $19K | 0.1% | |
| BLACKROCK GLOBAL ALLOCATION JOHN HANCOCK NEW YORK · EIN 13-3646501 / PN 000 | Pooled Separate Account | — | — | $15K | <0.1% | |
| AMERICAN FUNDS 2015 TD JOHN HANCOCK NEW YORK · EIN 13-3646501 / PN 000 | Pooled Separate Account | — | — | $7K | <0.1% |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| THE BENEFIT PRACTICE | 13-4144565 | — | THIRD PARTY ADMIN | $16K | — |
