Peter Fleming signed SDLC Management, Inc.'s 2022 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
SDLC Management, Inc.'s EIN is 20-1825615.
Download the official 2022 Form 5500 (PDF) for SDLC Management, Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2022 Form 5500 (PDF)SDLC Management, Inc.'s plan includes profit-sharing, a 401(k) feature, automatic enrollment, a default investment (QDIA), ERISA 404(c) participant direction.
Holdings are itemized directly on this plan's Schedule of Assets, below.
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 | |||||
|---|---|---|---|---|---|---|
| (*) John Hancock MyWayRetirement Index 2035 Fund (1) | Other securities | — | — | $1.7M | 20.7% | |
| MYWAYRET INDEX 2040 JOHN HANCOCK USA · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $1.7M | 20.7% | |
| (*) John Hancock MyWayRetirement Index 2030 Fund (1) | Other securities | — | — | $1.7M | 20.3% | |
| MYWAYRET INDEX 2035 JOHN HANCOCK USA · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $1.7M | 20.3% | |
| (*) John Hancock MyWayRetirement Index 2045 Fund (1) | Other securities | — | — | $1.1M | 13.5% | |
| MYWAYRET INDEX 2050 JOHN HANCOCK USA · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $1.1M | 13.5% | |
| MYWAYRET INDEX 2050 JOHN HANCOCK USA · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $788K | 9.7% | |
| MYWAYRET INDEX 2055 JOHN HANCOCK USA · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $763K | 9.4% | |
| (*) John Hancock MyWayRetirement Balanced Fund (1) | Other securities | — | — | $617K | 7.6% | |
| MYWAYRET INDEX 2025 JOHN HANCOCK USA · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $617K | 7.6% | |
| (*) John Hancock MyWayRetirement Index 2040 Fund (1) | Other securities | — | — | $360K | 4.4% | |
| MYWAYRET INDEX 2045 JOHN HANCOCK USA · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $360K | 4.4% | |
| (*) John Hancock Stable Value Fund (1) | Stable Value | — | — | $328K | 4.0% | |
| MYWAYRET INDEX 2060 JOHN HANCOCK USA · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $318K | 3.9% | |
| (*) John Hancock MyWayRetirement Index 2025 Fund (1) | Other securities | — | — | $292K | 3.6% | |
| MYWAYRET INDEX 2030 JOHN HANCOCK USA · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $292K | 3.6% | |
| MYWAYRET INDEX 2065 JOHN HANCOCK USA · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $61K | 0.8% | |
| MYWAYRET BALANCE JOHN HANCOCK USA · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $33K | 0.4% | |
| MYWAYRET LARGE CAP GROWTH JOHN HANCOCK USA · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $27K | 0.3% | |
| BLACKROCK EQUITY INDEX FUND JOHN HANCOCK USA · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $24K | 0.3% | |
| BLACKROCK RUSSELL 2000 INDEX JOHN HANCOCK USA · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $18K | 0.2% | |
| MYWAYRETIREMENT MID CAP GROWTH JOHN HANCOCK USA · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $15K | 0.2% | |
| MYWAYRETIREMENT COMMODITIES JOHN HANCOCK USA · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $11K | 0.1% | |
| BLACKROCK EAFE EQUITY INDEX JOHN HANCOCK USA · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $11K | 0.1% | |
| MYWAYRET GLOBAL BOND FUND JOHN HANCOCK USA · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $11K | 0.1% | |
| MYWAYRET SMALL CAP GROWTH FUND JOHN HANCOCK USA · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $11K | 0.1% | |
| MYWAYRET INTERNATIONAL GROWTH JOHN HANCOCK USA · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $6K | <0.1% | |
| MYWAYRET LARGE CAP VALUE JOHN HANCOCK USA · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $2K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
