E.J.Harrison & Sons, Inc.'s EIN is 95-2492197.
Download the official 2023 Form 5500 (PDF) for E.J.Harrison & Sons, Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2023 Form 5500 (PDF)E.J.Harrison & Sons, Inc.'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 | 01-0233346 | BUFFALO, NY | RECORDKEEPER | $27K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| SAGEVIEW ADVISORY GROUP, LLC | — | NEWPORT BEACH, CA | INVESTMENT ADVISOR | $70K | — |
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 | |||||
|---|---|---|---|---|---|---|
| JOHN HANCOCK STABLE VAL JOHN HANCOCK USA · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $41.5M | 96.6% | |
| American Funds The Growth Fund of America | Mutual Funds | — | — | $12.3M | 28.7% | |
| Vanguard Target Retirement 2035 | Mutual Funds | — | — | $4.2M | 9.8% | |
| Vanguard Target Retirement 2020 | Mutual Funds | — | — | $3.6M | 8.3% | |
| Vanguard Target Retirement 2030 | Mutual Funds | — | — | $3.5M | 8.2% | |
| Fidelity 500 Index Fund | Common Collective Trusts | — | — | $3.4M | 8.0% | |
| Janus Henderson Global Tech and Innovation Fund | Mutual Funds | — | — | $2.5M | 5.8% | |
| Vanguard Federal Money Market | Mutual Funds | — | — | $2.3M | 5.4% | |
| Vanguard Target Retirement 2025 | Mutual Funds | — | — | $2.2M | 5.1% | |
| Participant loans Interest rate of 5.25% - 10.50% | Bonds / Notes | — | — | $1.4M | 3.3% | |
| American Funds EuroPacific Growth | Mutual Funds | — | — | $1.3M | 3.0% | |
| Fidelity Mid Cap Index Fund | Common Collective Trusts | — | — | $1.1M | 2.6% | |
| Fidelity Small Cap Index Fund | Common Collective Trusts | — | — | $993K | 2.3% | |
| Metwest Total Return Bond Fund | Other securities | — | — | $897K | 2.1% | |
| Vanguard Target Retirement Income | Mutual Funds | — | — | $823K | 1.9% | |
| Vanguard Target Retirement 2045 | Mutual Funds | — | — | $562K | 1.3% | |
| Vanguard Target Retirement 2040 | Mutual Funds | — | — | $471K | 1.1% | |
| Allspring Emerging Markets | Other securities | — | — | $368K | 0.9% | |
| Vanguard Target Retirement 2050 | Mutual Funds | — | — | $284K | 0.7% | |
| Vanguard Target Retirement 2055 | Mutual Funds | — | — | $265K | 0.6% | |
| Vanguard Target Retirement 2060 | Mutual Funds | — | — | $124K | 0.3% | |
| Vanguard Target Retirement 2065 | Mutual Funds | — | — | $88K | 0.2% | |
| JP Morgan US Government Money Market | Cash / Money Market | — | — | $77K | 0.2% | |
| Putnam Large Cap Value Fund | Mutual Funds | — | — | $19K | <0.1% | |
| Artisan Partners Small Cap Fund | Other securities | — | — | $12K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| ACTARIAL BENEFITS CORP | — | TORRANCE, CA | CONTRACT ADMIN | $15K | — |
