Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| FIRST LIGHT WEALTH ADVISORS | 82-4071291 | LITTLE FALLS, NJ | REGISTERED INVESTMENT AD | $0 | — |
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 New York | Other securities | — | — | $597K | 15.5% | |
| MONEY MARKET FUND JOHN HANCOCK NEW YORK · EIN 13-3646501 / PN 000 | Pooled Separate Account | — | — | $597K | 15.5% | |
| John Hancock New York | Other securities | — | — | $341K | 8.8% | |
| NUVEEN LIFECYCLE INDEX 2035 JOHN HANCOCK NEW YORK · EIN 13-3646501 / PN 000 | Pooled Separate Account | — | — | $341K | 8.8% | |
| John Hancock New York | Other securities | — | — | $291K | 7.5% | |
| JH MULTIMANAGER MODERATE LS JOHN HANCOCK NEW YORK · EIN 13-3646501 / PN 000 | Pooled Separate Account | — | — | $291K | 7.5% | |
| John Hancock New York | Other securities | — | — | $263K | 6.8% | |
| NUVEEN LIFECYCLE INDEX 2030 JOHN HANCOCK NEW YORK · EIN 13-3646501 / PN 000 | Pooled Separate Account | — | — | $263K | 6.8% | |
| John Hancock New York | Other securities | — | — | $235K | 6.1% | |
| JH MULTIMANAGER BALANCED LS JOHN HANCOCK NEW YORK · EIN 13-3646501 / PN 000 | Pooled Separate Account | — | — | $235K | 6.1% | |
| John Hancock New York | Other securities | — | — | $196K | 5.1% | |
| VANGUARD GROWTH INDEX FUND JOHN HANCOCK NEW YORK · EIN 13-3646501 / PN 000 | Pooled Separate Account | — | — | $196K | 5.1% | |
| John Hancock New York | Other securities | — | — | $172K | 4.5% | |
| NUVEEN LIFECYCLE INDEX 2045 JOHN HANCOCK NEW YORK · EIN 13-3646501 / PN 000 | Pooled Separate Account | — | — | $172K | 4.5% | |
| John Hancock New York | Other securities | — | — | $160K | 4.2% | |
| NUVEEN LIFECYCLE INDEX 2025 JOHN HANCOCK NEW YORK · EIN 13-3646501 / PN 000 | Pooled Separate Account | — | — | $160K | 4.2% | |
| John Hancock New York | Other securities | — | — | $137K | 3.5% | |
| NUVEEN LIFECYCLE INDEX 2040 JOHN HANCOCK NEW YORK · EIN 13-3646501 / PN 000 | Pooled Separate Account | — | — | $137K | 3.5% | |
| John Hancock New York | Other securities | — | — | $136K | 3.5% | |
| NUVEEN LIFECYCLE INDEX 2050 JOHN HANCOCK NEW YORK · EIN 13-3646501 / PN 000 | Pooled Separate Account | — | — | $136K | 3.5% | |
| John Hancock New York | Other securities | — | — | $126K | 3.3% | |
| LIFESTYLE GROWTH G.I.F.L. JOHN HANCOCK NEW YORK · EIN 13-3646501 / PN 000 | Pooled Separate Account | — | — | $126K | 3.3% | |
| John Hancock New York | Other securities | — | — | $117K | 3.0% | |
| JH MULTIMANAGER CONSERV LS JOHN HANCOCK NEW YORK · EIN 13-3646501 / PN 000 | Pooled Separate Account | — | — | $117K | 3.0% | |
| John Hancock New York | Other securities | — | — | $105K | 2.7% | |
| JH MULTIMANAGER AGGRESSIVE LS JOHN HANCOCK NEW YORK · EIN 13-3646501 / PN 000 | Pooled Separate Account | — | — | $105K | 2.7% | |
| John Hancock New York | Other securities | — | — | $101K | 2.6% | |
| JH MULTIMANAGER GROWTH LS JOHN HANCOCK NEW YORK · EIN 13-3646501 / PN 000 | Pooled Separate Account | — | — | $101K | 2.6% | |
| John Hancock New York | Other securities | — | — | $98K | 2.5% | |
| NUVEEN LIFECYCLE INDEX 2055 JOHN HANCOCK NEW YORK · EIN 13-3646501 / PN 000 | Pooled Separate Account | — | — | $98K | 2.5% | |
| John Hancock New York | Other securities | — | — | $96K | 2.5% | |
| NUVEEN LIFECYCLE INDEX 2020 JOHN HANCOCK NEW YORK · EIN 13-3646501 / PN 000 | Pooled Separate Account | — | — | $96K | 2.5% | |
| John Hancock New York | Other securities | — | — | $77K | 2.0% | |
| NUVEEN LIFECYCLE INDEX 2065 JOHN HANCOCK NEW YORK · EIN 13-3646501 / PN 000 | Pooled Separate Account | — | — | $77K | 2.0% | |
| Participant Loans | Participant loans | — | — | $71K | 1.8% | |
| John Hancock New York | Other securities | — | — | $64K | 1.7% | |
| NUVEEN LIFECYCLE INDEX 2060 JOHN HANCOCK NEW YORK · EIN 13-3646501 / PN 000 | Pooled Separate Account | — | — | $64K | 1.7% | |
| John Hancock New York | Other securities | — | — | $63K | 1.6% | |
| LIFESTYLE BALANCED G.I.F.L. JOHN HANCOCK NEW YORK · EIN 13-3646501 / PN 000 | Pooled Separate Account | — | — | $63K | 1.6% | |
| John Hancock New York | Other securities | — | — | $51K | 1.3% | |
| FIDELITY ADVISOR BALANCED FUND JOHN HANCOCK NEW YORK · EIN 13-3646501 / PN 000 | Pooled Separate Account | — | — | $51K | 1.3% | |
| John Hancock New York | Other securities | — | — | $46K | 1.2% | |
| DODGE & COX STOCK FUND JOHN HANCOCK NEW YORK · EIN 13-3646501 / PN 000 | Pooled Separate Account | — | — | $46K | 1.2% | |
| John Hancock New York | Other securities | — | — | $38K | 1.0% | |
| VANGUARD INTERNATIONAL GROWTH JOHN HANCOCK NEW YORK · EIN 13-3646501 / PN 000 | Pooled Separate Account | — | — | $38K | 1.0% | |
| John Hancock New York | Other securities | — | — | $33K | 0.8% | |
| FIDELITY MID CAP INDEX FUND JOHN HANCOCK NEW YORK · EIN 13-3646501 / PN 000 | Pooled Separate Account | — | — | $33K | 0.8% | |
| John Hancock New York | Other securities | — | — | $32K | 0.8% | |
| LIFESTYLE CONS G.I.F.L. JOHN HANCOCK NEW YORK · EIN 13-3646501 / PN 000 | Pooled Separate Account | — | — | $32K | 0.8% | |
| John Hancock New York | Other securities | — | — | $30K | 0.8% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
