Jason Boucher signed Carnow's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Carnow's EIN is 26-3273826.
Download the official 2024 Form 5500 (PDF) for Carnow from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Carnow'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 |
|---|---|---|---|---|---|
| ADP, INC. | 13-3036745 | — | RECORD KEEPER | $2K | — |
| ADP BROKER-DEALER | 22-3319984 | — | RECORD KEEPER | $0 | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| SRPC, INC | 81-2204426 | — | INVESTMENT/FINANCIAL ADVI | $8K |
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 | |||||
|---|---|---|---|---|---|---|
| T.ROWE PRICE RETIREMENT 2045-R | Registered Investment Companies | — | — | $964K | 22.4% | |
| STATE ST S&P 500 IDX IX STATE STREET BANK & TRUST CO · EIN 90-0337987 / PN 344 | Common Collective Trust | — | — | $620K | 14.4% | |
| T.ROWE PRICE RETIREMENT 2055-R | Registered Investment Companies | — | — | $575K | 13.4% | |
| T.ROWE PRICE RETIREMENT 2040-R | Registered Investment Companies | — | — | $339K | 7.9% | |
| TROWE PRICE RET 2005 - R 5 REGISTERED INVESTMENT COMPANY PUTNAM LARGE CAP VALUE A | Registered Investment Companies | — | — | $322K | 7.5% | |
| T.ROWE PRICE RETIREMENT 2050-R | Registered Investment Companies | — | — | $308K | 7.2% | |
| T.ROWE PRICE RETIREMENT 2035-R | Registered Investment Companies | — | — | $168K | 3.9% | |
| JPMORGAN GWTH ADV R3 | Registered Investment Companies | — | — | $157K | 3.6% | |
| T.ROWE PRICE RETIREMENT 2060-R | Registered Investment Companies | — | — | $150K | 3.5% | |
| STATE ST RUSS SC IDX VIII STATE STREET BANK & TRUST CO · EIN 90-0337987 / PN 340 | Common Collective Trust | — | — | $119K | 2.8% | |
| STATE ST INTL IDX SECLEND VIII STATE STREET BANK & TRUST CO · EIN 90-0337987 / PN 336 | Common Collective Trust | — | — | $102K | 2.4% | |
| STATE ST S&P MD CP IDX NL J STATE STREET BANK & TRUST CO · EIN 90-0337987 / PN 347 | Common Collective Trust | — | — | $82K | 1.9% | |
| JPMORGAN MID CAP GROWTH R3 | Registered Investment Companies | — | — | $60K | 1.4% | |
| T.ROWE PRICE RETIREMENT 2025-R | Registered Investment Companies | — | — | $51K | 1.2% | |
| AMERICAN CENT SM CAP VAL - A | Registered Investment Companies | — | — | $47K | 1.1% | |
| T. ROWE PRICE RETIREMENT 2065 | Registered Investment Companies | — | — | $44K | 1.0% | |
| MFS INTL DIVERSIFICATION R3 | Registered Investment Companies | — | — | $34K | 0.8% | |
| C&S REAL EST SECURITIES R | Registered Investment Companies | — | — | $34K | 0.8% | |
| T.ROWE PRICE RETIREMENT 2030-R | Registered Investment Companies | — | — | $26K | 0.6% | |
| AMERICAN FUNDS NEW WORLD-R3 | Registered Investment Companies | — | — | $20K | 0.5% | |
| BLACKROCK MID-CAP VALUE A | Registered Investment Companies | — | — | $20K | 0.5% | |
| JOHN HANCOCK BOND FUND R2 | Registered Investment Companies | — | — | $14K | 0.3% | |
| PUTNAM STABLE VALUE FUND 75 PUTNAM FIDUCIARY TRUST COMPANY · EIN 04-3159710 / PN 202 | Common Collective Trust | — | — | $12K | 0.3% | |
| BLACKROCK HIGH YIELD SVC | Registered Investment Companies | — | — | $10K | 0.2% | |
| JANUS HENDERSONTRITON FUND - S | Registered Investment Companies | — | — | $9K | 0.2% | |
| T.ROWE PRICE RETIREMENT 2010-R | Registered Investment Companies | — | — | $4K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
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