Clover Management, Inc.'s EIN is 13-3559931.
Download the official 2024 Form 5500 (PDF) for Clover Management, Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Clover Management, Inc.'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 LIFE INSURANCE COMPANY | 13-3646501 | BUFFALO, NY | NONE | $1K | — |
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 | — | — | $4.3M | 94.2% | |
| JH MULTI-INDEX 2025 LIFETIME JOHN HANCOCK NEW YORK · EIN 13-3646501 / PN 000 | Pooled Separate Account | — | — | $531K | 11.5% | |
| JH MULTI-INDEX 2030 LIFETIME JOHN HANCOCK NEW YORK · EIN 13-3646501 / PN 000 | Pooled Separate Account | — | — | $365K | 7.9% | |
| JH MULTI-INDEX LS MODERATE JOHN HANCOCK NEW YORK · EIN 13-3646501 / PN 000 | Pooled Separate Account | — | — | $299K | 6.5% | |
| JH MULTI-INDEX 2040 LIFETIME JOHN HANCOCK NEW YORK · EIN 13-3646501 / PN 000 | Pooled Separate Account | — | — | $265K | 5.7% | |
| JH MULTI-INDEX LS BALANCED JOHN HANCOCK NEW YORK · EIN 13-3646501 / PN 000 | Pooled Separate Account | — | — | $206K | 4.5% | |
| JH MULTI-INDEX 2055 LIFETIME JOHN HANCOCK NEW YORK · EIN 13-3646501 / PN 000 | Pooled Separate Account | — | — | $186K | 4.0% | |
| JH MULTI-INDEX 2050 LIFETIME JOHN HANCOCK NEW YORK · EIN 13-3646501 / PN 000 | Pooled Separate Account | — | — | $150K | 3.3% | |
| JH MULTI-INDEX 2035 LIFETIME JOHN HANCOCK NEW YORK · EIN 13-3646501 / PN 000 | Pooled Separate Account | — | — | $135K | 2.9% | |
| JH MULTI-INDEX LS GROWTH JOHN HANCOCK NEW YORK · EIN 13-3646501 / PN 000 | Pooled Separate Account | — | — | $131K | 2.8% | |
| JH MULTI-INDEX LS AGGRESSIVE JOHN HANCOCK NEW YORK · EIN 13-3646501 / PN 000 | Pooled Separate Account | — | — | $113K | 2.4% | |
| JH MULTI-INDEX 2045 LIFETIME JOHN HANCOCK NEW YORK · EIN 13-3646501 / PN 000 | Pooled Separate Account | — | — | $104K | 2.2% | |
| JH MULTI-INEX 2060 LIFETIME JOHN HANCOCK NEW YORK · EIN 13-3646501 / PN 000 | Pooled Separate Account | — | — | $97K | 2.1% | |
| JH MULTI-INDEX 2065 LIFETIME JOHN HANCOCK NEW YORK · EIN 13-3646501 / PN 000 | Pooled Separate Account | — | — | $70K | 1.5% | |
| DFA EMERGING MARKETS VALUE JOHN HANCOCK NEW YORK · EIN 13-3646501 / PN 000 | Pooled Separate Account | — | — | $60K | 1.3% | |
| JH MULTI-INDEX 2015 LIFETIME JOHN HANCOCK NEW YORK · EIN 13-3646501 / PN 000 | Pooled Separate Account | — | — | $6K | 0.1% | |
| JH MULTI-INEDEX LS CONSERV JOHN HANCOCK NEW YORK · EIN 13-3646501 / PN 000 | Pooled Separate Account | — | — | $2K | <0.1% | |
| JH MULTI-INDEX 2020 LIFETIME JOHN HANCOCK NEW YORK · EIN 13-3646501 / PN 000 | Pooled Separate Account | — | — | $579 | <0.1% |
