Joseph Curatolo signed L&M Development Partners LLC's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
L&M Development Partners LLC's EIN is 13-3248408.
Download the official 2024 Form 5500 (PDF) for L&M Development Partners LLC from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)L&M Development Partners LLC'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 NEW YORK | 13-3646501 | — | RECORDKEEPER | $10K | — |
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 | |||||
|---|---|---|---|---|---|---|
| s (participant directed) N/A | Pooled Separate Accounts | — | — | $87.8M | 97.5% | |
| JH LIFESTYLE BLEND GROWTH JOHN HANCOCK NEW YORK · EIN 13-3646501 / PN 000 | Pooled Separate Account | — | — | $9.6M | 10.6% | |
| BLACKROCK LIFEPATH INDEX 2045 JOHN HANCOCK NEW YORK · EIN 13-3646501 / PN 000 | Pooled Separate Account | — | — | $6.8M | 7.5% | |
| JH LIFESTYLE BLEND AGGRESSIVE JOHN HANCOCK NEW YORK · EIN 13-3646501 / PN 000 | Pooled Separate Account | — | — | $6.3M | 7.0% | |
| 500 INDEX FUND JOHN HANCOCK NEW YORK · EIN 13-3646501 / PN 000 | Pooled Separate Account | — | — | $6.1M | 6.8% | |
| BLACKROCK LIFEPATH INDEX 2055 JOHN HANCOCK NEW YORK · EIN 13-3646501 / PN 000 | Pooled Separate Account | — | — | $6.0M | 6.7% | |
| BLACKROCK LIFEPATH INDEX 2050 JOHN HANCOCK NEW YORK · EIN 13-3646501 / PN 000 | Pooled Separate Account | — | — | $5.8M | 6.5% | |
| VANGUARD GROWTH INDEX FUND JOHN HANCOCK NEW YORK · EIN 13-3646501 / PN 000 | Pooled Separate Account | — | — | $4.9M | 5.5% | |
| JH LIFESTYLE BLEND BALANCED JOHN HANCOCK NEW YORK · EIN 13-3646501 / PN 000 | Pooled Separate Account | — | — | $4.5M | 5.0% | |
| VANGUARD VALUE INDEX FUND JOHN HANCOCK NEW YORK · EIN 13-3646501 / PN 000 | Pooled Separate Account | — | — | $4.4M | 4.8% | |
| BLACKROCK LIFEPATH INDEX 2040 JOHN HANCOCK NEW YORK · EIN 13-3646501 / PN 000 | Pooled Separate Account | — | — | $3.4M | 3.7% | |
| BLACKROCK LIFEPATH INDEX 2035 JOHN HANCOCK NEW YORK · EIN 13-3646501 / PN 000 | Pooled Separate Account | — | — | $2.9M | 3.3% | |
| T. ROWE PRICE HEALTH SCI JOHN HANCOCK NEW YORK · EIN 13-3646501 / PN 000 | Pooled Separate Account | — | — | $2.3M | 2.6% | |
| BLACKROCK LIFEPATH INDEX 2030 JOHN HANCOCK NEW YORK · EIN 13-3646501 / PN 000 | Pooled Separate Account | — | — | $2.3M | 2.6% | |
| BLACKROCK LIFEPATH INDEX 2060 JOHN HANCOCK NEW YORK · EIN 13-3646501 / PN 000 | Pooled Separate Account | — | — | $1.7M | 1.9% | |
| FEDERATED HIGH YIELD BOND JOHN HANCOCK NEW YORK · EIN 13-3646501 / PN 000 | Pooled Separate Account | — | — | $1.6M | 1.8% | |
| AMERICAN FUNDS NEW PERSPECTIVE JOHN HANCOCK NEW YORK · EIN 13-3646501 / PN 000 | Pooled Separate Account | — | — | $1.5M | 1.7% | |
| JOHN HANCOCK STABLE VAL JOHN HANCOCK NEW YORK · EIN 13-3646501 / PN 000 | Pooled Separate Account | — | — | $1.5M | 1.7% | |
| Maturities to various dates through 8/20/2039 -0- | Other securities | — | — | $1.3M | 1.5% | |
| SCIENCE & TECHNOLOGY FUND JOHN HANCOCK NEW YORK · EIN 13-3646501 / PN 000 | Pooled Separate Account | — | — | $1.3M | 1.4% | |
| WISDOMTREE MIDCAP DIVIDEND ETF JOHN HANCOCK NEW YORK · EIN 13-3646501 / PN 000 | Pooled Separate Account | — | — | $1.1M | 1.3% | |
| MID CAP INDEX FUND JOHN HANCOCK NEW YORK · EIN 13-3646501 / PN 000 | Pooled Separate Account | — | — | $1.1M | 1.3% | |
| WASHINGTON MUTUAL INVESTORS JOHN HANCOCK NEW YORK · EIN 13-3646501 / PN 000 | Pooled Separate Account | — | — | $909K | 1.0% | |
| JOHN HANCOCK BOND FUND JOHN HANCOCK NEW YORK · EIN 13-3646501 / PN 000 | Pooled Separate Account | — | — | $871K | 1.0% | |
| STRATEGIC INCOME OPP FUND JOHN HANCOCK NEW YORK · EIN 13-3646501 / PN 000 | Pooled Separate Account | — | — | $845K | 0.9% | |
| BLACKROCK LIFEPATH INDEX 2065 JOHN HANCOCK NEW YORK · EIN 13-3646501 / PN 000 | Pooled Separate Account | — | — | $843K | 0.9% | |
| BLACKROCK LIFEPATH INDEX 2025 JOHN HANCOCK NEW YORK · EIN 13-3646501 / PN 000 | Pooled Separate Account | — | — | $801K | 0.9% | |
| JOHN HANCOCK U.S. GROWTH FUND JOHN HANCOCK NEW YORK · EIN 13-3646501 / PN 000 | Pooled Separate Account | — | — | $717K | 0.8% | |
| JH LIFESTYLE BLN CONSERVATIVE JOHN HANCOCK NEW YORK · EIN 13-3646501 / PN 000 | Pooled Separate Account | — | — | $692K | 0.8% | |
| JH LIFESTYLE BLEND MODERATE JOHN HANCOCK NEW YORK · EIN 13-3646501 / PN 000 | Pooled Separate Account | — | — | $668K | 0.7% | |
| TOTAL BOND MARKET FUND JOHN HANCOCK NEW YORK · EIN 13-3646501 / PN 000 | Pooled Separate Account | — | — | $641K | 0.7% | |
| VANGUARD SMALL CAP GROW INDEX JOHN HANCOCK NEW YORK · EIN 13-3646501 / PN 000 | Pooled Separate Account | — | — | $574K | 0.6% | |
| VANGUARD MID-CAP VALUE ETF JOHN HANCOCK NEW YORK · EIN 13-3646501 / PN 000 | Pooled Separate Account | — | — | $525K | 0.6% | |
| VANGUARD TOT WLD STK INDEX ETF JOHN HANCOCK NEW YORK · EIN 13-3646501 / PN 000 | Pooled Separate Account | — | — | $475K | 0.5% | |
| TOTAL STOCK MARKET INDEX FUND JOHN HANCOCK NEW YORK · EIN 13-3646501 / PN 000 | Pooled Separate Account | — | — | $467K | 0.5% | |
| MFS MASSACHUSETTS INVESTORS JOHN HANCOCK NEW YORK · EIN 13-3646501 / PN 000 | Pooled Separate Account | — | — | $463K | 0.5% | |
| INTL EQUITY INDEX FUND JOHN HANCOCK NEW YORK · EIN 13-3646501 / PN 000 | Pooled Separate Account | — | — | $361K | 0.4% | |
| VANGUARD MID-CAP GROWTH ETF JOHN HANCOCK NEW YORK · EIN 13-3646501 / PN 000 | Pooled Separate Account | — | — | $337K | 0.4% | |
| JOHN HANCOCK MID CAP GROWTH JOHN HANCOCK NEW YORK · EIN 13-3646501 / PN 000 | Pooled Separate Account | — | — | $333K | 0.4% | |
| CAPITAL WORLD GROWTH & INCOME JOHN HANCOCK NEW YORK · EIN 13-3646501 / PN 000 | Pooled Separate Account | — | — | $326K | 0.4% | |
| Ronald Moelis, Mass Mutual Financial Group Insured Life Insurance Policy N/A | Common Stocks | — | — | $299K | 0.3% | |
| VANGUARD SMALL CAP VALUE INDEX JOHN HANCOCK NEW YORK · EIN 13-3646501 / PN 000 | Pooled Separate Account | — | — | $289K | 0.3% | |
| JH DISCIPLINED VALUE INTL FUND JOHN HANCOCK NEW YORK · EIN 13-3646501 / PN 000 | Pooled Separate Account | — | — | $284K | 0.3% | |
| DFA U.S. SMALL CAP FUND JOHN HANCOCK NEW YORK · EIN 13-3646501 / PN 000 | Pooled Separate Account | — | — | $267K | 0.3% | |
| INVESCO INTERNATIONAL BOND JOHN HANCOCK NEW YORK · EIN 13-3646501 / PN 000 | Pooled Separate Account | — | — | $189K | 0.2% | |
| DFA INTERMEDIATE GOV FIXED INC JOHN HANCOCK NEW YORK · EIN 13-3646501 / PN 000 | Pooled Separate Account | — | — | $185K | 0.2% | |
| INVESCO SMALL CAP GROWTH JOHN HANCOCK NEW YORK · EIN 13-3646501 / PN 000 | Pooled Separate Account | — | — | $182K | 0.2% | |
| SMALL CAP INDEX FUND JOHN HANCOCK NEW YORK · EIN 13-3646501 / PN 000 | Pooled Separate Account | — | — | $91K | 0.1% | |
| DFA INTL SMALL CAP VALUE JOHN HANCOCK NEW YORK · EIN 13-3646501 / PN 000 | Pooled Separate Account | — | — | $63K | <0.1% | |
| DFA US TARGETED VALUE FUND JOHN HANCOCK NEW YORK · EIN 13-3646501 / PN 000 | Pooled Separate Account | — | — | $63K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
