Laura Anheluk signed John SNOW, Inc.'s 2022 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
John SNOW, Inc.'s EIN is 04-2578580.
Download the official 2022 Form 5500 (PDF) for John SNOW, Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2022 Form 5500 (PDF)John SNOW, Inc.'s plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, automatic enrollment, a default investment (QDIA).
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| GREAT-WEST LIFE & ANNUITY INSURANCE | — | GREENWOOD VILLAGE, CO | RECORDKEEPER | $0 | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| MORGAN STANLEY | — | NEW YORK, NY | INVESTMENT ADVISOR | $169K | — |
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 | |||||
|---|---|---|---|---|---|---|
| Putnam Dynamic Asset Allocation Conservative Fund " | Mutual Funds | — | — | $42.8M | 23.6% | |
| Putnam S&P 500 Index Common collective trust | Common Collective Trusts | — | — | $27.7M | 15.3% | |
| PUTNAM STABLE VALUE FUND PUTNAM INVESTMENTS · EIN 04-2884233 / PN 201 | Common Collective Trust | — | — | $27.7M | 15.3% | |
| Putnam Dynamic Asset Allocation Growth Fund " | Mutual Funds | — | — | $15.8M | 8.7% | |
| Empower Government Money Market Fund " | Cash / Money Market | — | — | $15.5M | 8.6% | |
| Putnam Dynamic Asset Allocation Balanced Fund " | Mutual Funds | — | — | $12.8M | 7.1% | |
| Putnam Sustainable Leaders Fund " | Mutual Funds | — | — | $11.2M | 6.2% | |
| Vanguard Mid-Cap Index Fund " | Common Collective Trusts | — | — | $9.5M | 5.2% | |
| Putnam Income Fund " | Mutual Funds | — | — | $7.6M | 4.2% | |
| Vanguard Small-Cap Index Fund " | Common Collective Trusts | — | — | $7.6M | 4.2% | |
| Putnam Large Cap Value Fund " | Mutual Funds | — | — | $6.4M | 3.5% | |
| Putnam Core Equity Fund " | Mutual Funds | — | — | $4.9M | 2.7% | |
| Putnam International Equity Fund " | Mutual Funds | — | — | $4.2M | 2.3% | |
| Putnam Diversified Income Fund " | Mutual Funds | — | — | $4.1M | 2.3% | |
| Domini Impact Equity Investor Fund Mutual fund | Other securities | — | — | $3.5M | 1.9% | |
| Vanguard Emerging Markets Stock Index Fund " | Common Collective Trusts | — | — | $3.1M | 1.7% | |
| Putnam Focused International Equity Fund " | Mutual Funds | — | — | $3.0M | 1.7% |
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 |
|---|---|---|---|---|---|
| CARON & BLETZER, PLLC | — | KINGSTON, NH | AUDITOR | $14K | — |
