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Original filing (PDF)20251002133856NAL0000839504001
SAADIA GROUP, LLC
Form 5500
FILING_RECEIVED
SAADIA GROUP 401K RETIREMENT PLAN
401(k) retirement plan
Active participants
177
Accounts w/ balance
99
Plan assets (EOY)
$2.8M
Net assets (EOY)
$2.8M
How this plan invests
This plan
30 pooled trusts
Schedule D
29 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
97
/ 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
80
Knocking points off
- 56% balance-to-active ratio — below typical for a healthy 401(k).
Helping the score
- Below-peer total fees (6 bps vs 52 bps peer median).
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for SAADIA GROUP, LLC.
Plan sponsor
Name
SAADIA GROUP, LLC
EIN
27-2124614
Address
18 VAN VEGHTEN DR · BRIDGEWATER, NJ · 08807
Phone
(908) 704-1880
Industry
Transportation & Warehousingsee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
001
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-10-02
Pension benefit codes
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
2T · Default investment account (QDIA)
3D · Pre-approved plan (master / prototype / VS)
3H · Sponsor in controlled / affiliated group
Audit & trust (Schedule H)
Auditor
PENSION ASSURANCE LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
2 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| JOHN HANCOCK LIFE INSURANCE COMPANY | 01-0233346 | BUFFALO, NY | RECORDKEEPER | $2K | — |
Advisor / Consultant
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| WILSHIRE ASSOCIATES INC(USA) | 95-2755361 | SANTA MONICA, CA | RIA | $0 | — |
Investments
3 direct securities · 30 pooled funds· $2.8M(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
$2.7M
30 holdings
Uncategorized
$98K
3 holdings
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| JH LIFETIME BLEND 2030 CIT JOHN HANCOCK LIFE INSURANCE COMPANY · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $318K | 11.5% | |
| VANGUARD MID-CAP GROWTH ETF JOHN HANCOCK LIFE INSURANCE COMPANY · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $305K | 11.0% | |
| 500 INDEX FUND JOHN HANCOCK LIFE INSURANCE COMPANY · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $233K | 8.5% | |
| BLUE CHIP GROWTH FUND JOHN HANCOCK LIFE INSURANCE COMPANY · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $214K | 7.8% | |
| JH LIFETIME BLEND 2040 CIT JOHN HANCOCK LIFE INSURANCE COMPANY · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $192K | 7.0% | |
| JH LIFETIME BLEND 2035 CIT JOHN HANCOCK LIFE INSURANCE COMPANY · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $180K | 6.5% | |
| JH LIFETIME BLEND 2045 CIT JOHN HANCOCK LIFE INSURANCE COMPANY · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $166K | 6.0% | |
| JH LIFETIME BLEND 2050 CIT JOHN HANCOCK LIFE INSURANCE COMPANY · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $157K | 5.7% | |
| JH LIFETIME BLEND 2065 CIT JOHN HANCOCK LIFE INSURANCE COMPANY · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $138K | 5.0% | |
| JH LIFETIME BLEND 2055 CIT JOHN HANCOCK LIFE INSURANCE COMPANY · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $128K | 4.6% | |
| JH LIFETIME BLEND 2025 CIT JOHN HANCOCK LIFE INSURANCE COMPANY · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $112K | 4.1% | |
| JH LIFETIME BLEND 2060 CIT JOHN HANCOCK LIFE INSURANCE COMPANY · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $108K | 3.9% | |
| FIDELITY MID CAP INDEX FUND JOHN HANCOCK LIFE INSURANCE COMPANY · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $69K | 2.5% | |
| BLACKROCK HEALTH SCIENCES OPP JOHN HANCOCK LIFE INSURANCE COMPANY · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $60K | 2.2% | |
| VANGUARD EQUITY-INCOME FUND JOHN HANCOCK LIFE INSURANCE COMPANY · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $59K | 2.1% | |
| VANGUARD MID-CAP VALUE ETF JOHN HANCOCK LIFE INSURANCE COMPANY · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $52K | 1.9% | |
| John Hancock Life Insurance Company (U.S.A.) JPMorgan Equity Index Fund | — | — | — | $49K | 1.8% | |
| JP MORGAN EQUITY-INCOME FUND JOHN HANCOCK LIFE INSURANCE COMPANY · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $49K | 1.8% | |
| THE GROWTH FUND OF AMERICA JOHN HANCOCK LIFE INSURANCE COMPANY · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $42K | 1.5% | |
| John Hancock Life Insurance Company (U.S.A.) Capital World Growth & Income | — | — | — | $41K | 1.5% | |
| AMERICAN FUNDS CAP WORLD G&I FUND JOHN HANCOCK LIFE INSURANCE COMPANY · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $41K | 1.5% | |
| MFS VALUE FUND JOHN HANCOCK LIFE INSURANCE COMPANY · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $31K | 1.1% | |
| FIDELITY INTERNATIONAL INDEX FUND JOHN HANCOCK LIFE INSURANCE COMPANY · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $26K | 0.9% | |
| INVESCO SMALL CAP GROWTH JOHN HANCOCK LIFE INSURANCE COMPANY · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $22K | 0.8% | |
| MASSACHUSETTS INVESTORS TRUST JOHN HANCOCK LIFE INSURANCE COMPANY · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $10K | 0.3% | |
| FIDELITY REAL ESTATE INDEX JOHN HANCOCK LIFE INSURANCE COMPANY · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $9K | 0.3% | |
| JOHN HANCOCK BOND FUND JOHN HANCOCK LIFE INSURANCE COMPANY · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $8K | 0.3% | |
| John Hancock Life Insurance Company JH Stable Value Guaranteed Income Fund | — | — | — | $7K | 0.3% | |
| ISHARES GOLD TRUST ETF JOHN HANCOCK LIFE INSURANCE COMPANY · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $7K | 0.2% | |
| TOTAL BOND MARKET FUND JOHN HANCOCK LIFE INSURANCE COMPANY · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $6K | 0.2% | |
| NUVEEN SMALL-CAP BLEND INDEX JOHN HANCOCK LIFE INSURANCE COMPANY · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $3K | 0.1% | |
| JH LIFETIME BLEND 2015 CIT JOHN HANCOCK LIFE INSURANCE COMPANY · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $23 | <0.1% | |
| JH LIFETIME BLEND 2020 CIT JOHN HANCOCK LIFE INSURANCE COMPANY · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $0 | <0.1% |
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