Andrew Herschkowitz signed Neuehouse Management, LLC's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Neuehouse Management, LLC's EIN is 83-3476672.
Download the official 2024 Form 5500 (PDF) for Neuehouse Management, LLC from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Neuehouse Management, 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 NEW YORK | 13-3646501 | — | RECORDKEEPER | $31K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| WILSHIRE ASSOCIATES INC (NY) | 95-2755361 | — | RIA | $434 | — |
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 2050 TD JOHN HANCOCK NEW YORK · EIN 13-3646501 / PN 000 | Pooled Separate Account | — | — | $403K | 18.4% | |
| AMERICAN FUNDS 2055 TD JOHN HANCOCK NEW YORK · EIN 13-3646501 / PN 000 | Pooled Separate Account | — | — | $390K | 17.8% | |
| AMERICAN FUNDS 2040 TD JOHN HANCOCK NEW YORK · EIN 13-3646501 / PN 000 | Pooled Separate Account | — | — | $365K | 16.7% | |
| 500 INDEX FUND JOHN HANCOCK NEW YORK · EIN 13-3646501 / PN 000 | Pooled Separate Account | — | — | $187K | 8.6% | |
| AMERICAN FUNDS 2060 TD JOHN HANCOCK NEW YORK · EIN 13-3646501 / PN 000 | Pooled Separate Account | — | — | $182K | 8.3% | |
| American Funds 2035 TD Pooled Separate Account | Pooled Separate Accounts | — | — | $135K | 6.2% | |
| AMERICAN FUNDS 2035 TD JOHN HANCOCK NEW YORK · EIN 13-3646501 / PN 000 | Pooled Separate Account | — | — | $134K | 6.1% | |
| AMERICAN FUNDS 2045 TD JOHN HANCOCK NEW YORK · EIN 13-3646501 / PN 000 | Pooled Separate Account | — | — | $110K | 5.0% | |
| Vanguard Explorer Fund Pooled Separate Account | Pooled Separate Accounts | — | — | $66K | 3.0% | |
| VANGUARD EXPLORER FUND JOHN HANCOCK NEW YORK · EIN 13-3646501 / PN 000 | Pooled Separate Account | — | — | $66K | 3.0% | |
| AMERICAN FUNDS 2065 TD JOHN HANCOCK NEW YORK · EIN 13-3646501 / PN 000 | Pooled Separate Account | — | — | $59K | 2.7% | |
| through April 2029 - | Other securities | — | — | $46K | 2.1% | |
| BLUE CHIP GROWTH FUND JOHN HANCOCK NEW YORK · EIN 13-3646501 / PN 000 | Pooled Separate Account | — | — | $43K | 1.9% | |
| Federated High Yield Bond Pooled Separate Account | Pooled Separate Accounts | — | — | $34K | 1.6% | |
| FEDERATED HIGH YIELD BOND JOHN HANCOCK NEW YORK · EIN 13-3646501 / PN 000 | Pooled Separate Account | — | — | $34K | 1.6% | |
| COLUMBIA DIVIDEND INCOME FUND JOHN HANCOCK NEW YORK · EIN 13-3646501 / PN 000 | Pooled Separate Account | — | — | $25K | 1.1% | |
| FIDELITY INTERNATIONAL INDEX JOHN HANCOCK NEW YORK · EIN 13-3646501 / PN 000 | Pooled Separate Account | — | — | $24K | 1.1% | |
| AF AMERICAN BALANCED FUND JOHN HANCOCK NEW YORK · EIN 13-3646501 / PN 000 | Pooled Separate Account | — | — | $23K | 1.0% | |
| TOTAL BOND MARKET FUND JOHN HANCOCK NEW YORK · EIN 13-3646501 / PN 000 | Pooled Separate Account | — | — | $19K | 0.9% | |
| FIDELITY MID CAP INDEX FUND JOHN HANCOCK NEW YORK · EIN 13-3646501 / PN 000 | Pooled Separate Account | — | — | $15K | 0.7% | |
| NUVEEN SMALL-CAP BLEND INDEX JOHN HANCOCK NEW YORK · EIN 13-3646501 / PN 000 | Pooled Separate Account | — | — | $14K | 0.7% | |
| NY Life Insurance Co. Anchor Pooled Separate Account | Pooled Separate Accounts | — | — | $10K | 0.5% | |
| NY LIFE INS. CO. ANCHOR ACCT JOHN HANCOCK NEW YORK · EIN 13-3646501 / PN 000 | Pooled Separate Account | — | — | $10K | 0.5% | |
| MFS Mid Cap Growth Fund Pooled Separate Account | Pooled Separate Accounts | — | — | $8K | 0.4% | |
| MFS MID CAP GROWTH FUND JOHN HANCOCK NEW YORK · EIN 13-3646501 / PN 000 | Pooled Separate Account | — | — | $8K | 0.4% | |
| American Funds Europacific Growth Pooled Separate Account | Pooled Separate Accounts | — | — | $4K | 0.2% | |
| AMERICAN FUNDS EUROPAC GROWTH JOHN HANCOCK NEW YORK · EIN 13-3646501 / PN 000 | Pooled Separate Account | — | — | $4K | 0.2% | |
| American Funds New World Fund Pooled Separate Account | Pooled Separate Accounts | — | — | $4K | 0.2% | |
| AMERICAN FUNDS NEW WORLD FUND JOHN HANCOCK NEW YORK · EIN 13-3646501 / PN 000 | Pooled Separate Account | — | — | $4K | 0.2% | |
| WisdomTree Mid-Cap Dividend ETF Pooled Separate Account | Pooled Separate Accounts | — | — | $4K | 0.2% | |
| WISDOMTREE MIDCAP DIVIDEND ETF JOHN HANCOCK NEW YORK · EIN 13-3646501 / PN 000 | Pooled Separate Account | — | — | $4K | 0.2% | |
| WisdomTree SC Dividend ETF Pooled Separate Account | Pooled Separate Accounts | — | — | $4K | 0.2% | |
| WISDOMTREE SC DIVIDEND ETF JOHN HANCOCK NEW YORK · EIN 13-3646501 / PN 000 | Pooled Separate Account | — | — | $4K | 0.2% | |
| AMERICAN FUNDS 2025 TD JOHN HANCOCK NEW YORK · EIN 13-3646501 / PN 000 | Pooled Separate Account | — | — | $684 | <0.1% | |
| AMERICAN FUNDS 2030 TD JOHN HANCOCK NEW YORK · EIN 13-3646501 / PN 000 | Pooled Separate Account | — | — | $0 | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
