Stephanie McCrary signed Southern Development Resources, LLC's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Southern Development Resources, LLC's EIN is 64-0900779.
Download the official 2024 Form 5500 (PDF) for Southern Development Resources, LLC from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Southern Development Resources, LLC's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a self-directed brokerage window, 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 | 01-0233346 | BUFFALO, NY | RECORDKEEPER | $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 | |||||
|---|---|---|---|---|---|---|
| JH MULTIMANAGER GROWTH LS JOHN HANCOCK USA · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $13.7M | 38.8% | |
| JH MULTIMANAGER BALANCED LS JOHN HANCOCK USA · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $3.3M | 9.2% | |
| Self-Directed Brokerage Accounts Common Stocks | Self-Directed Brokerage | — | — | $3.0M | 8.5% | |
| Self-Directed Brokerage Accounts Mutual Funds | Self-Directed Brokerage | — | — | $2.4M | 6.7% | |
| JH MULTIMANAGER AGGRESSIVE LS JOHN HANCOCK USA · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $1.9M | 5.3% | |
| AF THE GROWTH FUND OF AMERICA JOHN HANCOCK USA · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $1.3M | 3.6% | |
| VG 2045 Pooled Separate Account | Pooled Separate Accounts | — | — | $1.1M | 3.1% | |
| VANGUARD TARGET RET 2045 JOHN HANCOCK USA · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $1.1M | 3.1% | |
| VG 2050 Pooled Separate Account | Pooled Separate Accounts | — | — | $1.1M | 3.0% | |
| VANGUARD TARGET RET 2050 JOHN HANCOCK USA · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $1.1M | 3.0% | |
| 500 INDEX FUND JOHN HANCOCK USA · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $995K | 2.8% | |
| VS Bluechip Pooled Separate Account | Pooled Separate Accounts | — | — | $724K | 2.0% | |
| BLUE CHIP GROWTH FUND JOHN HANCOCK USA · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $724K | 2.0% | |
| VG 2055 Pooled Separate Account | Pooled Separate Accounts | — | — | $656K | 1.9% | |
| VANGUARD TARGET RET 2055 JOHN HANCOCK USA · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $656K | 1.9% | |
| VG 2060 Pooled Separate Account | Pooled Separate Accounts | — | — | $600K | 1.7% | |
| VANGUARD TARGET RET 2060 JOHN HANCOCK USA · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $600K | 1.7% | |
| VG 2035 Pooled Separate Account | Pooled Separate Accounts | — | — | $392K | 1.1% | |
| VANGUARD TARGET RET 2035 JOHN HANCOCK USA · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $392K | 1.1% | |
| VS Capital Appreciation Pooled Separate Account | Pooled Separate Accounts | — | — | $373K | 1.1% | |
| JOHN HANCOCK U.S. GROWTH FUND JOHN HANCOCK USA · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $373K | 1.1% | |
| AF AMERICAN BALANCED FUND JOHN HANCOCK USA · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $368K | 1.0% | |
| RL AT 2050 Pooled Separate Account | Pooled Separate Accounts | — | — | $353K | 1.0% | |
| JH MULTIMANAGER 2050 LIFETIME JOHN HANCOCK USA · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $353K | 1.0% | |
| VG 2065 Pooled Separate Account | Pooled Separate Accounts | — | — | $321K | 0.9% | |
| VANGUARD TARGET RET 2065 JOHN HANCOCK USA · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $321K | 0.9% | |
| RL AT 2030 Pooled Separate Account | Pooled Separate Accounts | — | — | $298K | 0.8% | |
| JH MULTIMANAGER 2030 LIFETIME JOHN HANCOCK USA · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $298K | 0.8% | |
| JH MULTIMANAGER MODERATE LS JOHN HANCOCK USA · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $286K | 0.8% | |
| Stable Value Pooled Separate Account | Stable Value | — | — | $262K | 0.7% | |
| JOHN HANCOCK STABLE VAL JOHN HANCOCK USA · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $262K | 0.7% | |
| VG 2040 Pooled Separate Account | Pooled Separate Accounts | — | — | $208K | 0.6% | |
| VANGUARD TARGET RET 2040 JOHN HANCOCK USA · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $208K | 0.6% | |
| VG 2030 Pooled Separate Account | Pooled Separate Accounts | — | — | $179K | 0.5% | |
| VANGUARD TARGET RET 2030 JOHN HANCOCK USA · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $179K | 0.5% | |
| RL AT 2045 Pooled Separate Account | Pooled Separate Accounts | — | — | $174K | 0.5% | |
| JH MULTIMANAGER 2045 LIFETIME JOHN HANCOCK USA · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $174K | 0.5% | |
| VANGUARD SMALL CAP GROW INDEX JOHN HANCOCK USA · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $170K | 0.5% | |
| JH SGF Pooled Separate Account | Pooled Separate Accounts | — | — | $163K | 0.5% | |
| JOHN HANCOCK U.S. GROWTH FUND JOHN HANCOCK USA · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $163K | 0.5% | |
| VS Intsm Pooled Separate Account ** 921 * JPM Use Pooled Separate Account | Pooled Separate Accounts | — | — | $147K | 0.4% | |
| JPMORGAN U.S. EQUITY FUND JOHN HANCOCK USA · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $147K | 0.4% | |
| JH 10 Yr. Comp.-Guaranteed Interest Guaranteed Investment Con. | Other securities | — | — | $118K | 0.3% | |
| VG 2025 Pooled Separate Account | Pooled Separate Accounts | — | — | $111K | 0.3% | |
| VANGUARD TARGET RET 2025 JOHN HANCOCK USA · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $111K | 0.3% | |
| RL AT 2010 Pooled Separate Account ** 252 * RL AT 2025 Pooled Separate Account | Pooled Separate Accounts | — | — | $101K | 0.3% | |
| JH MULTIMANAGER 2025 LIFETIME JOHN HANCOCK USA · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $101K | 0.3% | |
| Cash Equivalents Cash Equivalents | Cash / Money Market | — | — | $98K | 0.3% | |
| RL AT 2055 Pooled Separate Account | Pooled Separate Accounts | — | — | $96K | 0.3% | |
| JH MULTIMANAGER 2055 LIFETIME JOHN HANCOCK USA · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $96K | 0.3% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
