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Original filing (PDF)20250929160724NAL0015419795001
SEFAR INC.
Form 5500
FILING_RECEIVED
SEFAR 401(K) PLAN
Defined-contribution retirement plan
Active participants
164
Accounts w/ balance
227
Plan assets (EOY)
$23.6M
Net assets (EOY)
$23.5M
How this plan invests
This plan
44 pooled trusts
Schedule D
43 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
100
/ 100
Grade A
Top-tier plan health
Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.
Compliance & disclosures
100
Concentration risk
100
Total plan cost
100
Vendor stack
100
Participation health
100
Helping the score
- Below-peer total fees (1 bps vs 29 bps peer median).
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for SEFAR INC..
Plan sponsor
Name
SEFAR INC.
EIN
13-5438420
Address
111 CALUMET STREET · DEPEW, NY · 14043
Phone
(716) 683-4050
Industry
Manufacturingsee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
002
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-09-29
Pension benefit codes
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2K · 401(m) arrangement
3D · Pre-approved plan (master / prototype / VS)
3H · Sponsor in controlled / affiliated group
Audit & trust (Schedule H)
Auditor
FREED MAXICK P.C
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
1 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| JOHN HANCOCK NEW YORK | 13-3646501 | — | PLAN RECORDKEEPER | $2K | — |
Investments
1 direct security · 44 pooled funds· $23.5M(100% of reported assets)
Rows tagged as a trust or pooled fund hold many underlying securities. Their holdings are itemized on each fund’s own Form 5500.
Pooled Separate Account
$23.5M
44 holdings
Uncategorized
$5K
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| RELIANCE METLIFE STABLE VALUE JOHN HANCOCK LIFE INSURANCE COMPANY OF NEW YORK · EIN 13-3646501 / PN 000 | Pooled Separate Account | — | — | $3.0M | 12.9% | |
| JH LIFESTYLE BLEND GROWTH JOHN HANCOCK LIFE INSURANCE COMPANY OF NEW YORK · EIN 13-3646501 / PN 000 | Pooled Separate Account | — | — | $2.1M | 9.0% | |
| JH MULTIMANAGER 2040 LIFETIME JOHN HANCOCK LIFE INSURANCE COMPANY OF NEW YORK · EIN 13-3646501 / PN 000 | Pooled Separate Account | — | — | $1.9M | 8.2% | |
| AF THE GROWTH FUND OF AMERICA JOHN HANCOCK LIFE INSURANCE COMPANY OF NEW YORK · EIN 13-3646501 / PN 000 | Pooled Separate Account | — | — | $1.6M | 6.9% | |
| JH MULTIMANAGER 2035 LIFETIME JOHN HANCOCK LIFE INSURANCE COMPANY OF NEW YORK · EIN 13-3646501 / PN 000 | Pooled Separate Account | — | — | $1.6M | 6.7% | |
| VANGUARD GROWTH INDEX FUND JOHN HANCOCK LIFE INSURANCE COMPANY OF NEW YORK · EIN 13-3646501 / PN 000 | Pooled Separate Account | — | — | $1.5M | 6.4% | |
| LIFESTYLE GROWTH G.I.F.L. JOHN HANCOCK LIFE INSURANCE COMPANY OF NEW YORK · EIN 13-3646501 / PN 000 | Pooled Separate Account | — | — | $1.4M | 5.9% | |
| 500 INDEX FUND JOHN HANCOCK LIFE INSURANCE COMPANY OF NEW YORK · EIN 13-3646501 / PN 000 | Pooled Separate Account | — | — | $1.3M | 5.7% | |
| AF AMERICAN BALANCED FUND JOHN HANCOCK LIFE INSURANCE COMPANY OF NEW YORK · EIN 13-3646501 / PN 000 | Pooled Separate Account | — | — | $1.0M | 4.4% | |
| JH LIFESTYLE BLN CONSERVATIVE JOHN HANCOCK LIFE INSURANCE COMPANY OF NEW YORK · EIN 13-3646501 / PN 000 | Pooled Separate Account | — | — | $823K | 3.5% | |
| VANGUARD MID-CAP GROWTH ETF JOHN HANCOCK LIFE INSURANCE COMPANY OF NEW YORK · EIN 13-3646501 / PN 000 | Pooled Separate Account | — | — | $709K | 3.0% | |
| JH LIFESTYLE BLEND BALANCED JOHN HANCOCK LIFE INSURANCE COMPANY OF NEW YORK · EIN 13-3646501 / PN 000 | Pooled Separate Account | — | — | $685K | 2.9% | |
| JH MULTIMANAGER 2030 LIFETIME JOHN HANCOCK LIFE INSURANCE COMPANY OF NEW YORK · EIN 13-3646501 / PN 000 | Pooled Separate Account | — | — | $633K | 2.7% | |
| JOHN HANCOCK BOND FUND JOHN HANCOCK LIFE INSURANCE COMPANY OF NEW YORK · EIN 13-3646501 / PN 000 | Pooled Separate Account | — | — | $432K | 1.8% | |
| JH MULTIMANAGER 2045 LIFETIME JOHN HANCOCK LIFE INSURANCE COMPANY OF NEW YORK · EIN 13-3646501 / PN 000 | Pooled Separate Account | — | — | $414K | 1.8% | |
| VANGUARD VALUE INDEX FUND JOHN HANCOCK LIFE INSURANCE COMPANY OF NEW YORK · EIN 13-3646501 / PN 000 | Pooled Separate Account | — | — | $346K | 1.5% | |
| SMALL CAP VALUE INDEX FUND JOHN HANCOCK LIFE INSURANCE COMPANY OF NEW YORK · EIN 13-3646501 / PN 000 | Pooled Separate Account | — | — | $341K | 1.4% | |
| VANGUARD INTERNATIONAL GROWTH JOHN HANCOCK LIFE INSURANCE COMPANY OF NEW YORK · EIN 13-3646501 / PN 000 | Pooled Separate Account | — | — | $337K | 1.4% | |
| MID VALUE FUND JOHN HANCOCK LIFE INSURANCE COMPANY OF NEW YORK · EIN 13-3646501 / PN 000 | Pooled Separate Account | — | — | $297K | 1.3% | |
| JH MULTIMANAGER 2060 LIFETIME JOHN HANCOCK LIFE INSURANCE COMPANY OF NEW YORK · EIN 13-3646501 / PN 000 | Pooled Separate Account | — | — | $295K | 1.3% | |
| DFA U.S. SMALL CAP FUND JOHN HANCOCK LIFE INSURANCE COMPANY OF NEW YORK · EIN 13-3646501 / PN 000 | Pooled Separate Account | — | — | $281K | 1.2% | |
| MID CAP INDEX FUND JOHN HANCOCK LIFE INSURANCE COMPANY OF NEW YORK · EIN 13-3646501 / PN 000 | Pooled Separate Account | — | — | $251K | 1.1% | |
| JH MULTIMANAGER 2065 LIFETIME JOHN HANCOCK LIFE INSURANCE COMPANY OF NEW YORK · EIN 13-3646501 / PN 000 | Pooled Separate Account | — | — | $234K | 1.0% | |
| AF US GOVERNMENT SECURITIES JOHN HANCOCK LIFE INSURANCE COMPANY OF NEW YORK · EIN 13-3646501 / PN 000 | Pooled Separate Account | — | — | $228K | 1.0% | |
| JH MULTIMANAGER 2025 LIFETIME JOHN HANCOCK LIFE INSURANCE COMPANY OF NEW YORK · EIN 13-3646501 / PN 000 | Pooled Separate Account | — | — | $205K | 0.9% | |
| JH LIFESTYLE BLEND MODERATE JOHN HANCOCK LIFE INSURANCE COMPANY OF NEW YORK · EIN 13-3646501 / PN 000 | Pooled Separate Account | — | — | $197K | 0.8% | |
| JH MULTIMANAGER 2050 LIFETIME JOHN HANCOCK LIFE INSURANCE COMPANY OF NEW YORK · EIN 13-3646501 / PN 000 | Pooled Separate Account | — | — | $184K | 0.8% | |
| JH MULTIMANAGER 2010 LIFETIME JOHN HANCOCK LIFE INSURANCE COMPANY OF NEW YORK · EIN 13-3646501 / PN 000 | Pooled Separate Account | — | — | $149K | 0.6% | |
| JH MULTIMANAGER AGGRESSIVE LS JOHN HANCOCK LIFE INSURANCE COMPANY OF NEW YORK · EIN 13-3646501 / PN 000 | Pooled Separate Account | — | — | $132K | 0.6% | |
| JH MULTIMANAGER 2015 LIFETIME JOHN HANCOCK LIFE INSURANCE COMPANY OF NEW YORK · EIN 13-3646501 / PN 000 | Pooled Separate Account | — | — | $125K | 0.5% | |
| VANGUARD SMALL CAP GROWTH INDEX FUN JOHN HANCOCK LIFE INSURANCE COMPANY OF NEW YORK · EIN 13-3646501 / PN 000 | Pooled Separate Account | — | — | $112K | 0.5% | |
| JH LIFESTYLE BLEND AGGRESSIVE JOHN HANCOCK LIFE INSURANCE COMPANY OF NEW YORK · EIN 13-3646501 / PN 000 | Pooled Separate Account | — | — | $90K | 0.4% | |
| LIFESTYLE BALANCED G.I.F.L. JOHN HANCOCK LIFE INSURANCE COMPANY OF NEW YORK · EIN 13-3646501 / PN 000 | Pooled Separate Account | — | — | $87K | 0.4% | |
| JH MULTIMANAGER 2055 LIFETIME JOHN HANCOCK LIFE INSURANCE COMPANY OF NEW YORK · EIN 13-3646501 / PN 000 | Pooled Separate Account | — | — | $72K | 0.3% | |
| JH MULTIMANAGER GROWTH LS JOHN HANCOCK LIFE INSURANCE COMPANY OF NEW YORK · EIN 13-3646501 / PN 000 | Pooled Separate Account | — | — | $60K | 0.3% | |
| JNUVEEN SMALL-CAP BLEND INDEX JOHN HANCOCK LIFE INSURANCE COMPANY OF NEW YORK · EIN 13-3646501 / PN 000 | Pooled Separate Account | — | — | $56K | 0.2% | |
| JH MULTIMANAGER CONSERV LS JOHN HANCOCK LIFE INSURANCE COMPANY OF NEW YORK · EIN 13-3646501 / PN 000 | Pooled Separate Account | — | — | $39K | 0.2% | |
| HARTFORD SCHRODERS INTL MCV JOHN HANCOCK LIFE INSURANCE COMPANY OF NEW YORK · EIN 13-3646501 / PN 000 | Pooled Separate Account | — | — | $26K | 0.1% | |
| JH MULTIMANAGER BALANCED LS JOHN HANCOCK LIFE INSURANCE COMPANY OF NEW YORK · EIN 13-3646501 / PN 000 | Pooled Separate Account | — | — | $25K | 0.1% | |
| FIDELITY INTERNATIONAL INDEX JOHN HANCOCK LIFE INSURANCE COMPANY OF NEW YORK · EIN 13-3646501 / PN 000 | Pooled Separate Account | — | — | $17K | <0.1% | |
| JH MULTIMANAGER 2020 LIFETIME JOHN HANCOCK LIFE INSURANCE COMPANY OF NEW YORK · EIN 13-3646501 / PN 000 | Pooled Separate Account | — | — | $15K | <0.1% | |
| VANGUARD TOT WLD STK INDEX ETF JOHN HANCOCK LIFE INSURANCE COMPANY OF NEW YORK · EIN 13-3646501 / PN 000 | Pooled Separate Account | — | — | $15K | <0.1% | |
| John Hancock New York Vanguard Mid-Cap Value ETF | — | — | — | $5K | <0.1% | |
| VANGUARD TOTAL BOND MARKET IDX JOHN HANCOCK LIFE INSURANCE COMPANY OF NEW YORK · EIN 13-3646501 / PN 000 | Pooled Separate Account | — | — | $924 | <0.1% | |
| JH MULTIMANAGER MODERATE LS JOHN HANCOCK LIFE INSURANCE COMPANY OF NEW YORK · EIN 13-3646501 / PN 000 | Pooled Separate Account | — | — | $857 | <0.1% |
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