TAK Shing HONG, Inc.'s EIN is 33-0283760.
Download the official 2024 Form 5500 (PDF) for TAK Shing HONG, Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)TAK Shing HONG, Inc.'s plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, automatic enrollment, a default investment (QDIA).
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| ADP, INC. | 13-3036745 | — | RECORD KEEPER | $11K | — |
| ADP BROKER-DEALER | 22-3319984 | — | RECORD KEEPER | $0 | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| MERRILL LYNCH PIERCE FENNER & SMITH | 13-5674085 |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| NUVEEN LCINDX 2025 PREMIER | Registered Investment Companies | — | — | $1.2M | 35.5% | |
| NUVEEN LC INDEX 2030 PREM | Registered Investment Companies | — | — | $514K | 14.7% | |
| NUVEEN LC INDEX 2060 PREM | Registered Investment Companies | — | — | $420K | 12.0% | |
| NUVEEN LC INDX 2035 PREMIER | Registered Investment Companies | — | — | $285K | 8.1% | |
| ISHARES S&P 500 INDEX A | Registered Investment Companies | — | — | $270K | 7.7% | |
| NUVEEN LC INDEX 2040 PREM | Registered Investment Companies | — | — | $248K | 7.1% | |
| BLACKROCK FEDFUND - PREMIER | Registered Investment Companies | — | — | $200K | 5.7% | |
| MFS GLOBAL TOTAL RETURN - A | Registered Investment Companies | — | — | $67K | 1.9% | |
| NUVEEN LC INDEX 2045 PREM | Registered Investment Companies | — | — | $48K | 1.4% | |
| NUVEEN LC INDEX 2050 PREM | Registered Investment Companies | — | — | $37K | 1.1% | |
| NUV LIFECYCLE INDX 2055 CL | Registered Investment Companies | — | — | $34K | 1.0% | |
| ISHARES RUSSELL 2000 SM CAP A | Registered Investment Companies | — | — | $31K | 0.9% | |
| NUVEEN LC INDEX 2020 PREM | Registered Investment Companies | — | — | $25K | 0.7% | |
| COLUMBIA MID CAP IDX A | Registered Investment Companies | — | — | $13K | 0.4% | |
| ISHARES MSCI EAFE INTL INDEX A | Registered Investment Companies | — | — | $12K | 0.4% | |
| AMERICAN FUNDS AMER BAL - R4 226 REGISTERED INVESTMENT COMPANY NUVEEN LC IDXRET INC -PREM | Registered Investment Companies | — | — | $12K | 0.4% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| — |
| INVESTMENT ADVISOR |
| $13K |
| — |
