Jenna Benkelman signed SAVE on SP LLC's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
SAVE on SP LLC's EIN is 47-3603390.
Download the official 2024 Form 5500 (PDF) for SAVE on SP LLC from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)SAVE on SP LLC'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 LIFE INSURANCE COMPANY | 13-3646501 | — | RECORDKEEPER | $56K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| WILSHIRE ASSOCIATES INC (NY) | 95-2755361 | — | INVESTMENT AD VISOR | $1K | — |
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 | |||||
|---|---|---|---|---|---|---|
| AMERICAN FUNDS 2055 TD JOHN HANCOCK LIFE INSURANCE COMPANY OF NEW YORK · EIN 13-3646501 / PN 000 | Pooled Separate Account | — | — | $1.9M | 21.2% | |
| AMERICAN FUNDS 2060 TD JOHN HANCOCK LIFE INSURANCE COMPANY OF NEW YORK · EIN 13-3646501 / PN 000 | Pooled Separate Account | — | — | $1.0M | 11.5% | |
| AMERICAN FUNDS 2030 TD JOHN HANCOCK LIFE INSURANCE COMPANY OF NEW YORK · EIN 13-3646501 / PN 000 | Pooled Separate Account | — | — | $852K | 9.6% | |
| AMERICAN FUNDS 2045 TD JOHN HANCOCK LIFE INSURANCE COMPANY OF NEW YORK · EIN 13-3646501 / PN 000 | Pooled Separate Account | — | — | $756K | 8.5% | |
| AMERICAN FUNDS 2040 TD JOHN HANCOCK LIFE INSURANCE COMPANY OF NEW YORK · EIN 13-3646501 / PN 000 | Pooled Separate Account | — | — | $751K | 8.5% | |
| AMERICAN FUNDS 2025 TD JOHN HANCOCK LIFE INSURANCE COMPANY OF NEW YORK · EIN 13-3646501 / PN 000 | Pooled Separate Account | — | — | $566K | 6.4% | |
| AMERICAN FUNDS 2035 TD JOHN HANCOCK LIFE INSURANCE COMPANY OF NEW YORK · EIN 13-3646501 / PN 000 | Pooled Separate Account | — | — | $382K | 4.3% | |
| AMERICAN FUNDS 2050 TD JOHN HANCOCK LIFE INSURANCE COMPANY OF NEW YORK · EIN 13-3646501 / PN 000 | Pooled Separate Account | — | — | $359K | 4.0% | |
| AMERICAN FUNDS 2065 TD JOHN HANCOCK LIFE INSURANCE COMPANY OF NEW YORK · EIN 13-3646501 / PN 000 | Pooled Separate Account | — | — | $336K | 3.8% | |
| 500 INDEX FUND JOHN HANCOCK LIFE INSURANCE COMPANY OF NEW YORK · EIN 13-3646501 / PN 000 | Pooled Separate Account | — | — | $175K | 2.0% | |
| VANGUARD GROWTH INDEX FUND JOHN HANCOCK LIFE INSURANCE COMPANY OF NEW YORK · EIN 13-3646501 / PN 000 | Pooled Separate Account | — | — | $144K | 1.6% | |
| Notes Receivable from Participants Various maturities, interest rates from 8.75% to 9.5% - | Bonds / Notes | — | — | $115K | 1.3% | |
| JOHN HANCOCK DISCIPLINED VALUE JOHN HANCOCK LIFE INSURANCE COMPANY OF NEW YORK · EIN 13-3646501 / PN 000 | Pooled Separate Account | — | — | $111K | 1.2% | |
| VANGUARD VALUE INDEX FUND JOHN HANCOCK LIFE INSURANCE COMPANY OF NEW YORK · EIN 13-3646501 / PN 000 | Pooled Separate Account | — | — | $105K | 1.2% | |
| COLUMBIA CONTRARIAN CORE FUND JOHN HANCOCK LIFE INSURANCE COMPANY OF NEW YORK · EIN 13-3646501 / PN 000 | Pooled Separate Account | — | — | $88K | 1.0% | |
| MD CAP INDEX FUND JOHN HANCOCK LIFE INSURANCE COMPANY OF NEW YORK · EIN 13-3646501 / PN 000 | Pooled Separate Account | — | — | $65K | 0.7% | |
| VANGUARD INTERNATIONAL GROWTH JOHN HANCOCK LIFE INSURANCE COMPANY OF NEW YORK · EIN 13-3646501 / PN 000 | Pooled Separate Account | — | — | $54K | 0.6% | |
| CAPITAL WORLD GROWTH & INCOME JOHN HANCOCK LIFE INSURANCE COMPANY OF NEW YORK · EIN 13-3646501 / PN 000 | Pooled Separate Account | — | — | $47K | 0.5% | |
| AMERICAN FUNDS 2010 TD JOHN HANCOCK LIFE INSURANCE COMPANY OF NEW YORK · EIN 13-3646501 / PN 000 | Pooled Separate Account | — | — | $29K | 0.3% | |
| VANGUARD SMALL CAP GROW INDEX JOHN HANCOCK LIFE INSURANCE COMPANY OF NEW YORK · EIN 13-3646501 / PN 000 | Pooled Separate Account | — | — | $25K | 0.3% | |
| FEDERATED HIGH YIELD BOND JOHN HANCOCK LIFE INSURANCE COMPANY OF NEW YORK · EIN 13-3646501 / PN 000 | Pooled Separate Account | — | — | $17K | 0.2% | |
| VANGUARD MID-CAP GROWTH ETF JOHN HANCOCK LIFE INSURANCE COMPANY OF NEW YORK · EIN 13-3646501 / PN 000 | Pooled Separate Account | — | — | $17K | 0.2% | |
| John Hancock Funds on Deposit Cash account - | Cash / Money Market | — | — | $15K | 0.2% | |
| T. ROWE PRICE SML CAP VAL JOHN HANCOCK LIFE INSURANCE COMPANY OF NEW YORK · EIN 13-3646501 / PN 000 | Pooled Separate Account | — | — | $14K | 0.2% | |
| DFA US TARGETED VALUE FUND JOHN HANCOCK LIFE INSURANCE COMPANY OF NEW YORK · EIN 13-3646501 / PN 000 | Pooled Separate Account | — | — | $12K | 0.1% | |
| AF CAPITAL WORLD BOND FUND JOHN HANCOCK LIFE INSURANCE COMPANY OF NEW YORK · EIN 13-3646501 / PN 000 | Pooled Separate Account | — | — | $12K | 0.1% | |
| VANGUARD SMALL CAP VALUE INDEX JOHN HANCOCK LIFE INSURANCE COMPANY OF NEW YORK · EIN 13-3646501 / PN 000 | Pooled Separate Account | — | — | $6K | <0.1% | |
| INTL EQUITY INDEX FUND JOHN HANCOCK LIFE INSURANCE COMPANY OF NEW YORK · EIN 13-3646501 / PN 000 | Pooled Separate Account | — | — | $5K | <0.1% | |
| NEUBERGER BERMAN INTL EQUITY JOHN HANCOCK LIFE INSURANCE COMPANY OF NEW YORK · EIN 13-3646501 / PN 000 | Pooled Separate Account | — | — | $5K | <0.1% | |
| VANGUARD SHORT-TERM FEDERAL JOHN HANCOCK LIFE INSURANCE COMPANY OF NEW YORK · EIN 13-3646501 / PN 000 | Pooled Separate Account | — | — | $5K | <0.1% | |
| AMERICAN FUNDS 2020 TD JOHN HANCOCK LIFE INSURANCE COMPANY OF NEW YORK · EIN 13-3646501 / PN 000 | Pooled Separate Account | — | — | $4K | <0.1% | |
| TOTAL BOND MARKET FUND JOHN HANCOCK LIFE INSURANCE COMPANY OF NEW YORK · EIN 13-3646501 / PN 000 | Pooled Separate Account | — | — | $4K | <0.1% | |
| AMERICAN FUNDS NEW WORLD FUND JOHN HANCOCK LIFE INSURANCE COMPANY OF NEW YORK · EIN 13-3646501 / PN 000 | Pooled Separate Account | — | — | $3K | <0.1% | |
| INVESTCO PREMIER US GOVT MONEY JOHN HANCOCK LIFE INSURANCE COMPANY OF NEW YORK · EIN 13-3646501 / PN 000 | Pooled Separate Account | — | — | $3K | <0.1% | |
| TIAA-CREF SMALL-CAP BLEND IDX JOHN HANCOCK LIFE INSURANCE COMPANY OF NEW YORK · EIN 13-3646501 / PN 000 | Pooled Separate Account | — | — | $2K | <0.1% | |
| DOUBLELINE LOW DURATION BOND JOHN HANCOCK LIFE INSURANCE COMPANY OF NEW YORK · EIN 13-3646501 / PN 000 | Pooled Separate Account | — | — | $2K | <0.1% | |
| DFA INFLATION-PROTECTED SEC JOHN HANCOCK LIFE INSURANCE COMPANY OF NEW YORK · EIN 13-3646501 / PN 000 | Pooled Separate Account | — | — | $1K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
