Jeanne Stefaniak signed Epic Pharma LLC Union's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Epic Pharma LLC Union's EIN is 32-0254130.
Download the official 2024 Form 5500 (PDF) for Epic Pharma LLC Union from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Epic Pharma LLC Union's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature.
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.
