Laura Janson signed John Burns Research and Consulting LLC's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
John Burns Research and Consulting LLC's EIN is 01-0556156.
Download the official 2024 Form 5500 (PDF) for John Burns Research and Consulting LLC from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)John Burns Research and Consulting 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 |
|---|---|---|---|---|---|
| AMERICAN UNITED LIFE INSURANCE CO | 35-0145825 | — | NONE | $2K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| PENSIONMARK FIN GROUP LLC | 61-1758632 | — | NONE | $0 | — |
Rows tagged as a trust or pooled fund hold many underlying securities. Their holdings are itemized on each fund’s own Form 5500.
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| SEPARATE ACCOUNT II AMERICAN UNITED LIFE INSURANCE CO · EIN 35-0145825 / PN 000 | Pooled Separate Account | — | — | $16.2M | 90.2% | |
| BlackRock LifePath Index 2040 Fund Mutual Fund | Other securities | — | — | $2.7M | 14.9% | |
| BlackRock LifePath Index 2050 Fund Mutual Fund | Other securities | — | — | $1.9M | 10.8% | |
| Fidelity 500 Index Fund Mutual Fund | Common Collective Trusts | — | — | $1.9M | 10.5% | |
| BlackRock LifePath Index 2030 Fund Mutual Fund | Other securities | — | — | $1.6M | 8.9% | |
| JPMorgan Large Capital Growth R6 Fund Mutual Fund | Other securities | — | — | $1.5M | 8.4% | |
| BlackRock LifePath Index 2060 Fund Mutual Fund | Other securities | — | — | $1.3M | 7.0% | |
| BlackRock LifePath Index 2055 Fund Mutual Fund | Other securities | — | — | $942K | 5.3% | |
| AUL Stable Value Account Guaranteed Investment Contract | Stable Value | — | — | $689K | 3.8% | |
| BlackRock LifePath Index 2035 Fund Mutual Fund | Other securities | — | — | $687K | 3.8% | |
| BlackRock LifePath Index Retirement Fund Mutual Fund | Common Collective Trusts | — | — | $670K | 3.7% | |
| BlackRock LifePath Index 2045 Fund Mutual Fund | Other securities | — | — | $626K | 3.5% | |
| PGIM Jenn MidCap Growth R6 Fund Mutual Fund | Other securities | — | — | $462K | 2.6% | |
| Schwab Account Self-directed Brokerage Account | Self-Directed Brokerage | — | — | $377K | 2.1% | |
| First Eagle Global R6 Fund Mutual Fund | Other securities | — | — | $204K | 1.1% | |
| Hartford Dividend And Growth R6 Fund Mutual Fund | Other securities | — | — | $204K | 1.1% | |
| Fidelity Advisor Balanced Fund Mutual Fund | Mutual Funds | — | — | $201K | 1.1% | |
| JPMorgan Core Plus Bond R6 Fund Mutual Fund | Other securities | — | — | $191K | 1.1% | |
| Blackrock High Yield Bond Fund Mutual Fund | Other securities | — | — | $191K | 1.1% | |
| BlackRock LifePath Index 2065 Fund Mutual Fund | Other securities | — | — | $189K | 1.1% | |
| IShares MSCI EAFE International Index Fund Mutual Fund | Common Collective Trusts | — | — | $163K | 0.9% | |
| Ishares Russell 2000 Small-Cap Index Fund Mutual Fund | Common Collective Trusts | — | — | $133K | 0.7% | |
| MFS Mid Cap Value R6 Fund Mutual Fund | Mutual Funds | — | — | $120K | 0.7% | |
| Fidelity Advisor International Capital Appreciation Fund Mutual Fund | Mutual Funds | — | — | $109K | 0.6% | |
| Participant loans Interest rates at 4.25% $0 | Bonds / Notes | — | — | $81K | 0.5% | |
| Vanguard Explorer Admiral Fund Mutual Fund | Mutual Funds | — | — | $73K | 0.4% | |
| American Funds New World R6 Fund Mutual Fund | Mutual Funds | — | — | $55K | 0.3% | |
| DFA US Targeted Value Fund Mutual Fund 256 Vanguard Short-Term Bond Index Fund Mutual Fund | Common Collective Trusts | — | — | $54K | 0.3% | |
| Ishares Russell Midcap Index K Fund Mutual Fund | Other securities | — | — | $53K | 0.3% |
