THAD A. Bourque, M.D. signed Southern Urology, LLC's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Southern Urology, LLC's EIN is 26-2522952.
Download the official 2024 Form 5500 (PDF) for Southern Urology, LLC from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Southern Urology, LLC's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a self-directed brokerage window, 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 | 01-0233346 | BUFFALO, NY | RECORDKEEPER | $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 | |||||
|---|---|---|---|---|---|---|
| Ameritrade | Other securities | — | — | $3.6M | 17.3% | |
| Vanguard | Mutual Funds | — | — | $3.3M | 16.0% | |
| JH MULTIMANAGER GROWTH LS JOHN HANCOCK LIFE INSURANCE COMPANY · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $3.2M | 15.3% | |
| John Hancock | Other securities | — | — | $2.6M | 12.9% | |
| JH MULTIMANAGER CONSERV LS JOHN HANCOCK LIFE INSURANCE COMPANY · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $1.9M | 9.1% | |
| John Hancock | Other securities | — | — | $1.4M | 6.6% | |
| Morgan Stanley | Other securities | — | — | $1.2M | 5.8% | |
| John Hancock | Other securities | — | — | $977K | 4.7% | |
| JH MULTIMANAGER 2040 LIFETIME JOHN HANCOCK LIFE INSURANCE COMPANY · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $977K | 4.7% | |
| John Hancock | Other securities | — | — | $915K | 4.4% | |
| JH MULTIMPANAGER 2030 LIFETIME JOHN HANCOCK LIFE INSURANCE COMPANY · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $915K | 4.4% | |
| John Hancock | Other securities | — | — | $858K | 4.2% | |
| JH MULTIMANAGER 2035 LIFETIME JOHN HANCOCK LIFE INSURANCE COMPANY · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $858K | 4.2% | |
| JH MULTIMANAGER BALANCED LS JOHN HANCOCK LIFE INSUARANCE COMPANY · EIN 01-2333346 / PN 000 | Pooled Separate Account | — | — | $835K | 4.1% | |
| Fidelity | Mutual Funds | — | — | $809K | 3.9% | |
| John Hancock | Other securities | — | — | $796K | 3.9% | |
| John Hancock | Other securities | — | — | $517K | 2.5% | |
| John Hancock | Other securities | — | — | $502K | 2.4% | |
| John Hancock | Other securities | — | — | $370K | 1.8% | |
| DFA US TARGETED VALUE FUND JOHN HANCOCK LIFE INSURANCE COMPANY · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $370K | 1.8% | |
| John Hancock | Other securities | — | — | $313K | 1.5% | |
| JH MULTIMANAGER 2020 LIFETIME JOHN HANCOCK LIFE INSURANCE COMPANY · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $313K | 1.5% | |
| John Hancock | Other securities | — | — | $305K | 1.5% | |
| JH MULTIMANAGER 2045 LIFETIME JOHN HANCOCK LIFE INSURANCE COMPANY · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $305K | 1.5% | |
| John Hancock | Other securities | — | — | $239K | 1.2% | |
| JH MULTIMANAGER 2050 LIFETIME JOHN HANCOCK LIFE INSURANCE COMPANY · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $239K | 1.2% | |
| John Hancock | Other securities | — | — | $209K | 1.0% | |
| JH MULTIMANAGER MODERATE LS JOHN HANCOCK LIFE INSURANCE COMPANY · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $209K | 1.0% | |
| BLUE CHIP GROWTH FUND JOHN HANCOCK LIFE INSURANCE COMPANY · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $169K | 0.8% | |
| John Hancock | Other securities | — | — | $169K | 0.8% | |
| John Hancock | Other securities | — | — | $159K | 0.8% | |
| John Hancock | Other securities | — | — | $139K | 0.7% | |
| JH MULTIMANAGER 2025 LIFETIME JOHN HANCOCK LIFE INSURANCE COMPANY · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $139K | 0.7% | |
| John Hancock | Other securities | — | — | $122K | 0.6% | |
| JH MULTIMANAGER AGGRESSIVE LS JOHN HANCOCK LIFE INSURANCE COMPANY · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $122K | 0.6% | |
| John Hancock | Other securities | — | — | $114K | 0.6% | |
| 500 INDEX FUND JOHN HANCOCK LIFE INSURANCE COMPANY · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $114K | 0.6% | |
| John Hancock | Other securities | — | — | $103K | 0.5% | |
| THE GROWTH FUND OF AMERICA JOHN HANCOCK LIFE INSURANCE COMPANY · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $103K | 0.5% | |
| Cullen | Other securities | — | — | $80K | 0.4% | |
| John Hancock | Other securities | — | — | $73K | 0.4% | |
| JH MULTIMANAGER 2055 LIFETIME JOHN HANCOCK LIFE INSURANCE COMPANY · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $73K | 0.4% | |
| John Hancock | Other securities | — | — | $73K | 0.4% | |
| JH MULTIMANAGER 2060 LIFETIME JOHN HANCOCK LIFE INSURANCE COMPANY · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $73K | 0.4% | |
| John Hancock | Other securities | — | — | $50K | 0.2% | |
| MID CAP INDEX FUND JOHN HANCOCK LIFE INSURANCE COMPANY · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $50K | 0.2% | |
| JOHN HANCOCK MID CAP GROWTH JOHN HANCOCK LIFE INSURANCE COMPANY · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $49K | 0.2% | |
| John Hancock | Other securities | — | — | $49K | 0.2% | |
| SMALL CAP INDEX FUND JOHN HANCOCK LIFE INSURANCE COMPANY · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $49K | 0.2% | |
| John Hancock | Other securities | — | — | $38K | 0.2% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
