Emcor Securities, Inc.'s EIN is 13-3419711.
Download the official 2024 Form 5500 (PDF) for Emcor Securities, Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Emcor Securities, Inc.'s plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature.
This plan doesn't hold securities directly — it invests through trusts. Click a trust below to drill into its securities.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| ROEHL & YI INVESTMENT ADVISORS | 93-1249395 | EUGENE, OH | INVESTMENT ADVISOR | $10K | — |
Rows tagged as a trust or pooled fund hold many underlying securities. Their holdings are itemized on each fund’s own Form 5500.
| % of plan | |||
|---|---|---|---|
| JOHN HANCOCK STABLE VAL JOHN HANCOCK NEW YORK · EIN 13-3646501 / PN 000 | Pooled Separate Account | $990K | 48.4% |
| 500 INDEX FUND JOHN HANCOCK NEW YORK · EIN 13-3646501 / PN 000 | Pooled Separate Account | $378K | 18.5% |
| INTL EQUITY INDEX FUND JOHN HANCOCK NEW YORK · EIN 13-3646501 / PN 000 | Pooled Separate Account | $252K | 12.3% |
| DFA EMERGING MARKETS VALUE JOHN HANCOCK NEW YORK · EIN 13-3646501 / PN 000 | Pooled Separate Account | $140K | 6.8% |
| FIDELITY ADV NEW INSIGHTS JOHN HANCOCK NEW YORK · EIN 13-3646501 / PN 000 | Pooled Separate Account | $131K | 6.4% |
| TOTAL BOND MARKET FUND JOHN HANCOCK NEW YORK · EIN 13-3646501 / PN 000 | Pooled Separate Account | $90K | 4.4% |
| JH MULTIMANAGER 2040 LIFETIME JOHN HANCOCK NEW YORK · EIN 13-3646501 / PN 000 | Pooled Separate Account | $38K | 1.9% |
| FIDELITY ADV LEVERAGED CO STK JOHN HANCOCK NEW YORK · EIN 13-3646501 / PN 000 | Pooled Separate Account | $20K | 1.0% |
| JH MULTIMANAGER MODERATE LS JOHN HANCOCK NEW YORK · EIN 13-3646501 / PN 000 | Pooled Separate Account | $4K | 0.2% |
| JH MULTIMANAGER 2020 LIFETIME JOHN HANCOCK NEW YORK · EIN 13-3646501 / PN 000 | Pooled Separate Account | $4K | 0.2% |
