Stan Postupaka signed The Lee Manor's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
The Lee Manor's EIN is 36-2998136.
Download the official 2024 Form 5500 (PDF) for The Lee Manor from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)The Lee Manor's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, 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 RETIREMENT PLAN SRVCS | 01-0233346 | — | RETAINED BY CLIENT | $7K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| SOUTHWEST WEALTH STRATEGIES | — | NEW YORK, NY | RETAINED BY CLIENT | $9K | — |
| WILSHIRE ASSOCIATES, INC. |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| John Hancock John Hancock 2030 Lifetime Blend Portfolio - Class R6 | Other securities | — | — | $481K | 15.3% | |
| John Hancock John Hancock 2035 Lifetime Blend Portfolio - Class R6 | Other securities | — | — | $411K | 13.1% | |
| John Hancock John Hancock 2025 Lifetime Blend Portfolio - Class R6 | Other securities | — | — | $384K | 12.2% | |
| John Hancock John Hancock 2015 Lifetime Blend Portfolio - Class R6 | Other securities | — | — | $336K | 10.7% | |
| John Hancock John Hancock 2045 Lifetime Blend Portfolio - Class R6 | Other securities | — | — | $318K | 10.1% | |
| John Hancock John Hancock 2040 Lifetime Blend Portfolio - Class R6 | Other securities | — | — | $227K | 7.2% | |
| John Hancock John Hancock 2055 Lifetime Blend Portfolio - Class R6 | Other securities | — | — | $158K | 5.0% | |
| John Hancock John Hancock 2050 Lifetime Blend Portfolio - Class R6 | Other securities | — | — | $152K | 4.8% | |
| Notes receivable Maturity dates through December 2029, from participants Interest rates ranging from 4.25% to 9.50%. | Bonds / Notes | — | — | $144K | 4.6% | |
| John Hancock John Hancock 2010 Lifetime Blend Portfolio - Class R6 | Other securities | — | — | $116K | 3.7% | |
| Vanguard 500 Index Fund - Admiral Class | Common Collective Trusts | — | — | $87K | 2.8% | |
| Janus Henderson Janus Henderson Enterprise Fund - Class N | Mutual Funds | — | — | $66K | 2.1% | |
| Janus Henderson Janus Henderson Forty Fund - Class T | Mutual Funds | — | — | $65K | 2.1% | |
| JPMorgan Undiscovered Managers Behavioral Value Fund - Class R6 | Other securities | — | — | $63K | 2.0% | |
| BlackRock iShares Russell Mid-Cap Index - Class K | Other securities | — | — | $38K | 1.2% | |
| Lord Abbett Lord Abbett Developing Growth Fund - Class R6 | Mutual Funds | — | — | $30K | 1.0% | |
| Invesco Advisers, Inc. Invesco Developing Markets Fund - Class R6 | Mutual Funds | — | — | $23K | 0.7% | |
| John Hancock John Hancock Stable Value Guaranteed Income Fund | Stable Value | — | — | $12K | 0.4% | |
| John Hancock John Hancock 2020 Lifetime Blend Portfolio - Class R6 | Other securities | — | — | $10K | 0.3% | |
| BlackRock iShares Russell 2000 Small-Cap Index - Class K | Common Collective Trusts | — | — | $10K | 0.3% | |
| JPMorgan U.S. Equity Fund - Class R6 | Other securities | — | — | $7K | 0.2% | |
| John Hancock John Hancock 2060 Lifetime Blend Portfolio - Class R6 | Other securities | — | — | $6K | 0.2% | |
| MFS Value Fund - Class R6 | Mutual Funds | — | — | $2K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| — |
| JERSEY CITY, NJ |
| RETAINED BY CLIENT |
| $593 |
| — |
