LISA Fanniff signed Simcorp USA Inc.'s 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Simcorp USA Inc.'s EIN is 13-4135820.
Download the official 2024 Form 5500 (PDF) for Simcorp USA Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Simcorp USA 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 INS. CO. OF NY | 13-3646501 | — | RECORDKEEPER | $2K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| MERRILL LYNCH-FAS AND EPS | 13-5674085 | — | REGISTERED INV. ADVISOR | $78K | — |
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 | |||||
|---|---|---|---|---|---|---|
| JH MULTIMANAGER GROWTH LS JOHN HANCOCK NEW YORK · EIN 13-3646501 / PN 000 | Pooled Separate Account | — | — | $3.5M | 11.4% | |
| 500 INDEX FUND JOHN HANCOCK NEW YORK · EIN 13-3646501 / PN 000 | Pooled Separate Account | — | — | $2.3M | 7.7% | |
| JH MULTIMANAGER 2040 LIFETIME JOHN HANCOCK NEW YORK · EIN 13-3646501 / PN 000 | Pooled Separate Account | — | — | $1.5M | 4.9% | |
| JH MULTIMANAGER AGGRESSIVE LS JOHN HANCOCK NEW YORK · EIN 13-3646501 / PN 000 | Pooled Separate Account | — | — | $1.4M | 4.6% | |
| VANGUARD GROWTH INDEX FUND JOHN HANCOCK NEW YORK · EIN 13-3646501 / PN 000 | Pooled Separate Account | — | — | $1.4M | 4.5% | |
| VANGUARD TARGET RET 2040 JOHN HANCOCK NEW YORK · EIN 13-3646501 / PN 000 | Pooled Separate Account | — | — | $1.3M | 4.4% | |
| JH MULTIMANAGER 2050 LIFETIME JOHN HANCOCK NEW YORK · EIN 13-3646501 / PN 000 | Pooled Separate Account | — | — | $1.2M | 4.1% | |
| JH MULTIMANAGER 2045 LIFETIME JOHN HANCOCK NEW YORK · EIN 13-3646501 / PN 000 | Pooled Separate Account | — | — | $1.2M | 3.8% | |
| JH MULTIMANAGER BALANCED LS JOHN HANCOCK NEW YORK · EIN 13-3646501 / PN 000 | Pooled Separate Account | — | — | $1.1M | 3.5% | |
| JPMORGAN U.S. EQUITY FUND JOHN HANCOCK NEW YORK · EIN 13-3646501 / PN 000 | Pooled Separate Account | — | — | $938K | 3.1% | |
| VANGUARD TARGET RET 2045 JOHN HANCOCK NEW YORK · EIN 13-3646501 / PN 000 | Pooled Separate Account | — | — | $797K | 2.6% | |
| JH MULTIMANAGER 2060 LIFETIME JOHN HANCOCK NEW YORK · EIN 13-3646501 / PN 000 | Pooled Separate Account | — | — | $784K | 2.6% | |
| JH MULTIMANAGER 2055 LIFETIME JOHN HANCOCK NEW YORK · EIN 13-3646501 / PN 000 | Pooled Separate Account | — | — | $717K | 2.4% | |
| AF THE GROWTH FUND OF AMERICA JOHN HANCOCK NEW YORK · EIN 13-3646501 / PN 000 | Pooled Separate Account | — | — | $711K | 2.3% | |
| FIDELITY INTERNATIONAL INDEX JOHN HANCOCK NEW YORK · EIN 13-3646501 / PN 000 | Pooled Separate Account | — | — | $707K | 2.3% | |
| JOHN HANCOCK STABLE VAL JOHN HANCOCK NEW YORK · EIN 13-3646501 / PN 000 | Pooled Separate Account | — | — | $685K | 2.3% | |
| T. ROWE PRICE SCI & TECH JOHN HANCOCK NEW YORK · EIN 13-3646501 / PN 000 | Pooled Separate Account | — | — | $652K | 2.1% | |
| VANGUARD VALUE INDEX FUND JOHN HANCOCK NEW YORK · EIN 13-3646501 / PN 000 | Pooled Separate Account | — | — | $640K | 2.1% | |
| VANGUARD TARGET RET 2050 JOHN HANCOCK NEW YORK · EIN 13-3646501 / PN 000 | Pooled Separate Account | — | — | $618K | 2.0% | |
| TOTAL STOCK MARKET INDEX FUND JOHN HANCOCK NEW YORK · EIN 13-3646501 / PN 000 | Pooled Separate Account | — | — | $585K | 1.9% | |
| JH MULTIMANAGER 2035 LIFETIME JOHN HANCOCK NEW YORK · EIN 13-3646501 / PN 000 | Pooled Separate Account | — | — | $576K | 1.9% | |
| VANGUARD SMALL CAP VALUE INDEX JOHN HANCOCK NEW YORK · EIN 13-3646501 / PN 000 | Pooled Separate Account | — | — | $551K | 1.8% | |
| BLUE CHIP GROWTH FUND JOHN HANCOCK NEW YORK · EIN 13-3646501 / PN 000 | Pooled Separate Account | — | — | $478K | 1.6% | |
| JH MULTIMANAGER 2030 LIFETIME JOHN HANCOCK NEW YORK · EIN 13-3646501 / PN 000 | Pooled Separate Account | — | — | $476K | 1.6% | |
| VANGUARD SMALL CAP GROW INDEX JOHN HANCOCK NEW YORK · EIN 13-3646501 / PN 000 | Pooled Separate Account | — | — | $463K | 1.5% | |
| VANGUARD MID-CAP GROWTH ETF JOHN HANCOCK NEW YORK · EIN 13-3646501 / PN 000 | Pooled Separate Account | — | — | $430K | 1.4% | |
| JH MULTIMANAGER CONSERV LS JOHN HANCOCK NEW YORK · EIN 13-3646501 / PN 000 | Pooled Separate Account | — | — | $392K | 1.3% | |
| MID CAP INDEX FUND JOHN HANCOCK NEW YORK · EIN 13-3646501 / PN 000 | Pooled Separate Account | — | — | $385K | 1.3% | |
| T. ROWE PRICE HEALTH SCI JOHN HANCOCK NEW YORK · EIN 13-3646501 / PN 000 | Pooled Separate Account | — | — | $346K | 1.1% | |
| SMALL CAP INDEX FUND JOHN HANCOCK NEW YORK · EIN 13-3646501 / PN 000 | Pooled Separate Account | — | — | $301K | 1.0% | |
| JH MULTIMANAGER 2025 LIFETIME JOHN HANCOCK NEW YORK · EIN 13-3646501 / PN 000 | Pooled Separate Account | — | — | $298K | 1.0% | |
| Plan participants Notes receivable from participants (interest rates: 3.25 - | Other securities | — | — | $291K | 1.0% | |
| VANGUARD TARGET RET 2035 JOHN HANCOCK NEW YORK · EIN 13-3646501 / PN 000 | Pooled Separate Account | — | — | $277K | 0.9% | |
| MUTUAL GLOBAL DISCOVERY JOHN HANCOCK NEW YORK · EIN 13-3646501 / PN 000 | Pooled Separate Account | — | — | $240K | 0.8% | |
| VANGUARD TARGET RET 2060 JOHN HANCOCK NEW YORK · EIN 13-3646501 / PN 000 | Pooled Separate Account | — | — | $240K | 0.8% | |
| MFS MID CAP GROWTH FUND JOHN HANCOCK NEW YORK · EIN 13-3646501 / PN 000 | Pooled Separate Account | — | — | $230K | 0.8% | |
| VANGUARD MID-CAP VALUE ETF JOHN HANCOCK NEW YORK · EIN 13-3646501 / PN 000 | Pooled Separate Account | — | — | $208K | 0.7% | |
| GUGGENHEIM TOTAL RETURN BOND JOHN HANCOCK NEW YORK · EIN 13-3646501 / PN 000 | Pooled Separate Account | — | — | $185K | 0.6% | |
| DFA U.S. SMALL CAP FUND JOHN HANCOCK NEW YORK · EIN 13-3646501 / PN 000 | Pooled Separate Account | — | — | $153K | 0.5% | |
| VANGUARD TARGET RET 2055 JOHN HANCOCK NEW YORK · EIN 13-3646501 / PN 000 | Pooled Separate Account | — | — | $131K | 0.4% | |
| VANGUARD TOTAL BOND MARKET IDX JOHN HANCOCK NEW YORK · EIN 13-3646501 / PN 000 | Pooled Separate Account | — | — | $124K | 0.4% | |
| VANGUARD TARGET RET 2030 JOHN HANCOCK NEW YORK · EIN 13-3646501 / PN 000 | Pooled Separate Account | — | — | $110K | 0.4% | |
| AMERICAN FUNDS EUROPAC GROWTH JOHN HANCOCK NEW YORK · EIN 13-3646501 / PN 000 | Pooled Separate Account | — | — | $109K | 0.4% | |
| JH MULTIMANAGER MODERATE LS JOHN HANCOCK NEW YORK · EIN 13-3646501 / PN 000 | Pooled Separate Account | — | — | $107K | 0.4% | |
| PUTNAM LARGE CAP VALUE FUND JOHN HANCOCK NEW YORK · EIN 13-3646501 / PN 000 | Pooled Separate Account | — | — | $100K | 0.3% | |
| PIMCO INTL BOND USD-HEDGED JOHN HANCOCK NEW YORK · EIN 13-3646501 / PN 000 | Pooled Separate Account | — | — | $66K | 0.2% | |
| INVESCO SMALL CAP GROWTH JOHN HANCOCK NEW YORK · EIN 13-3646501 / PN 000 | Pooled Separate Account | — | — | $60K | 0.2% | |
| AMERICAN FUNDS NEW PERSPECTIVE JOHN HANCOCK NEW YORK · EIN 13-3646501 / PN 000 | Pooled Separate Account | — | — | $55K | 0.2% | |
| REAL EST. SECURITIES FUND JOHN HANCOCK NEW YORK · EIN 13-3646501 / PN 000 | Pooled Separate Account | — | — | $51K | 0.2% | |
| PGIM TOTAL RETURN BOND FUND JOHN HANCOCK NEW YORK · EIN 13-3646501 / PN 000 | Pooled Separate Account | — | — | $50K | 0.2% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
