Kyle Rogers signed Johnson, Kendall & Johnson, Inc.'s 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Johnson, Kendall & Johnson, Inc.'s EIN is 23-1568259.
Download the official 2024 Form 5500 (PDF) for Johnson, Kendall & Johnson, Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Johnson, Kendall & Johnson, 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 |
|---|---|---|---|---|---|
| EMPOWER ANNUITY INSURANCE COMPANY O | — | GREENWOOD VILLAGE, CO | RECORDKEEPER | $36K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| ADVISED ASSETS GROUP, LLC | — | GREENWOOD VILLAGE, CO | INVESTMENT MGMT | $18 | — |
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 | |||||
|---|---|---|---|---|---|---|
| LARGE CAP GROWTH / JP MORGAN INVST EMPOWER ANNUITY INSURANCE COMPANY · EIN 06-1050034 / PN 141 | Pooled Separate Account | — | — | $3.4M | 11.7% | |
| JPMorgan Large Cap Value R6 Mutual Fund | Other securities | — | — | $3.1M | 10.6% | |
| DRYDEN S&P 500 INDEX FUND (IS PLATF EMPOWER ANNUITY INSURANCE COMPANY · EIN 06-1050034 / PN 123 | Pooled Separate Account | — | — | $3.0M | 10.4% | |
| Prudential IncomeFlex Select Growth Fund Variable Annuity ** 116 * Empower Guaranteed Income Fund Insurance General Account | Other securities | — | — | $2.2M | 7.7% | |
| PGIM Total Return Bond Z Mutual Fund | Other securities | — | — | $2.1M | 7.2% | |
| Victory Sycamore Established Value I Mutual Fund | Other securities | — | — | $1.7M | 5.8% | |
| MFS International Intrinsic Value R4 Mutual Fund | Mutual Funds | — | — | $1.6M | 5.6% | |
| MFS Mid Cap Growth R6 Mutual Fund | Mutual Funds | — | — | $1.6M | 5.5% | |
| American Century Small Cap Growth R6 Mutual Fund | Other securities | — | — | $1.5M | 5.1% | |
| CLEARBRIDGE INTNL GROWTH (IS PLATFO EMPOWER ANNUITY INSURANCE COMPANY · EIN 06-1050034 / PN 842 | Pooled Separate Account | — | — | $1.3M | 4.6% | |
| American Funds New World R6 Mutual Fund | Mutual Funds | — | — | $1.3M | 4.4% | |
| AMCENTURY SMALL CAP VALUE (IS PLATF EMPOWER ANNUITY INSURANCE COMPANY · EIN 06-1050034 / PN 849 | Pooled Separate Account | — | — | $1.2M | 4.3% | |
| MFS International Diversification R4 Mutual Fund | Mutual Funds | — | — | $1.1M | 3.7% | |
| Columbia Overseas Value Instl 2 Mutual Fund | Other securities | — | — | $834K | 2.9% | |
| INCOMEFLEX SELECT AGGRESSIVE GROWTH EMPOWER ANNUITY INSURANCE COMPANY · EIN 06-1050034 / PN 511 | Pooled Separate Account | — | — | $644K | 2.2% | |
| PGIM QUANT SOL MIDCAP INDX (IS PLTF EMPOWER ANNUITY INSURANCE COMPANY · EIN 06-1050034 / PN 833 | Pooled Separate Account | — | — | $489K | 1.7% | |
| Vanguard Small Cap Index Adm Mutual Fund | Mutual Funds | — | — | $427K | 1.5% | |
| INTERNATIONAL BOND PLUS / PIMCO FUN EMPOWER ANNUITY INSURANCE COMPANY · EIN 06-1050034 / PN 790 | Pooled Separate Account | — | — | $401K | 1.4% | |
| PGIM High Yield Z Mutual Fund | Other securities | — | — | $233K | 0.8% | |
| Virtus Duff & Phelps Real Estate Sec R6 Mutual Fund | Other securities | — | — | $215K | 0.7% | |
| PIMCO Real Return Instl Mutual Fund | Mutual Funds | — | — | $191K | 0.7% | |
| INCOMEFLEX SELECT BALANCED FUND EMPOWER ANNUITY INSURANCE COMPANY · EIN 06-1050034 / PN 513 | Pooled Separate Account | — | — | $159K | 0.6% | |
| Participant Loans Bearing interest at 4.25% - 9.50% - | Bonds / Notes | — | — | $158K | 0.5% | |
| INCOMEFLEX SELECT CONSERVATIVE GROW EMPOWER ANNUITY INSURANCE COMPANY · EIN 06-1050034 / PN 514 | Pooled Separate Account | — | — | $92K | 0.3% | |
| INCOMEFLEX SELECT GROWTH FUND EMPOWER ANNUITY INSURANCE COMPANY · EIN 06-1050034 / PN 512 | Pooled Separate Account | — | — | $116 | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
