Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| JOHN HANCOCK RETIREMENT PLAN SERVIC | 01-0233346 | — | NONE | $351K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| UFCW LOCAL 342 WELFARE FUND |
Rows tagged as a trust or pooled fund hold many underlying securities. Click one to drill into its own Schedule of Assets — where the individual funds, shares, and CUSIPs live.
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| T. Rowe Price Retirement 2030 Fund | Other securities | — | — | $35.0M | 28.0% | |
| T. Rowe Price Retirement 2040 Fund | Other securities | — | — | $24.6M | 19.6% | |
| T. Rowe Price Retirement 2050 Fund | Other securities | — | — | $22.0M | 17.6% | |
| T. Rowe Price Retirement 2020 Fund | Other securities | — | — | $14.4M | 11.5% | |
| Participant loans 4.25-9.50 - | Participant loans | — | — | $6.0M | 4.8% | |
| NYLI S&P 500 Index Fund | Other securities | — | — | $5.5M | 4.4% | |
| T. Rowe Price Retirement 2060 Fund | Other securities | — | — | $4.3M | 3.4% | |
| New York Life Insurance Anchor Account I | Other securities | — | — | $3.6M | 2.9% | |
| PSA #25 STABLE VALUE ACCOUNT NEW YORK LIFE INSURANCE · EIN 13-5582869 / PN 125 | Pooled Separate Account | — | — | $3.6M | 2.9% | |
| T. Rowe Price Retirement 2010 Fund | Other securities | — | — | $3.4M | 2.7% | |
| NYLI Winslow Large Cap Growth Fund | Other securities | — | — | $2.2M | 1.8% | |
| NYLI MacKay Total Return Bond Fund | Other securities | — | — | $2.1M | 1.7% | |
| Vanguard Total Int Index Fund | Other securities | — | — | $402K | 0.3% | |
| Loomis Small Cap Value Fund | Other securities | — | — | $398K | 0.3% | |
| NYLI Epoch US Equity Yield Fund | Other securities | — | — | $378K | 0.3% | |
| Amalgamated Bank Money Market MMA Demand Var % | Cash / Money Market | — | $188K | $188K | 0.2% | |
| Vanguard Small Cap Index Fund | Other securities | — | — | $174K | 0.1% | |
| Vanguard Mid Cap Index Fund | Other securities | — | — | $165K | 0.1% | |
| John Hancock Cash Account MMA Demand Var | Cash / Money Market | — | $6K | $6K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| 11-1896894 |
| — |
| RELATED PARTY |
| $130K |
| — |
| UFCW LOCAL 342 OPERATING ACCOUNT | 11-1890603 | — | RELATED PARTY | $120K | — |
| UFCW LOCAL 342 | 11-1890603 | — | RELATED PARTY | $59K | — |
| ARCHER BYINGTON GLENNON & LEVINE | 26-0873462 | — | NONE | $40K | — |
| NOVAK FRANCELLA LLC | 61-1436956 | — | NONE | $39K | — |
| QUAN-VEST CONSULTANTS | 11-2559669 | — | NONE | $28K | — |
| SOLARUS TECHNOLOGIES | 45-5263753 | — | NONE | $7K | — |
