Karli Kohler signed J. C. Hart Company, Inc.'s 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
J. C. Hart Company, Inc.'s EIN is 35-1361239.
Download the official 2024 Form 5500 (PDF) for J. C. Hart Company, Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)J. C. Hart Company, 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 |
|---|---|---|---|---|---|
| PRINCIPAL LIFE INSURANCE COMPANY | 42-0127290 | — | CONTRACT ADMINISTRATOR | $53K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| SHEPHERD FINANCIAL INVESTMENT ADVIS | 82-0759826 | — | INVESTMENT ADVISORY | $0 | — |
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 | |||||
|---|---|---|---|---|---|---|
| Fidelity 500 Index Fund 8,053 | Common Collective Trusts | — | — | $1.6M | 14.5% | |
| American Funds Target Date Retirement 2050 R6 64,127 | Mutual Funds | — | — | $1.3M | 11.8% | |
| AB US LG CP GR CIT W SRS P1 GREAT GRAY TRUST COMPANY · EIN 38-4116831 / PN 509 | Common Collective Trust | — | — | $1.2M | 10.6% | |
| JP Morgan US Value R6 9,163 | Other securities | — | — | $765K | 6.8% | |
| American Funds Target Date Retirement 2065 R6 18 ** 308 American Century Short Cap Growth R6 31,806 | Mutual Funds | — | — | $733K | 6.5% | |
| Fidelity International Capital Appreciation K6 Fund 57 ** 919 Fidelity International Index 14,952 | Mutual Funds | — | — | $711K | 6.3% | |
| JANUS HEND ENT COLL FD CL III GREAT GRAY TRUST COMPANY · EIN 38-7289853 / PN 001 | Common Collective Trust | — | — | $676K | 6.0% | |
| PRIN MIDCAP VALUE I SA-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 043 | Pooled Separate Account | — | — | $564K | 5.0% | |
| Principal Fixed Income Guarantee Contract | Other securities | — | — | $525K | 4.6% | |
| American Funds Target Date Retirement 2030 R6 26,444 | Mutual Funds | — | — | $457K | 4.0% | |
| American Funds Target Date Retirement 2040 R6 21,351 | Mutual Funds | — | — | $439K | 3.9% | |
| American Funds Target Date Retirement 2060 R6 18,177 | Mutual Funds | — | — | $326K | 2.9% | |
| Fidelity Mid Cap Index Fund 9,136 | Common Collective Trusts | — | — | $309K | 2.7% | |
| Fidelity Small Cap Index Fund 10,855 | Common Collective Trusts | — | — | $300K | 2.7% | |
| American Funds Target Date Retirement 2045 R6 14,083 | Mutual Funds | — | — | $299K | 2.6% | |
| Fidelity Adv Total Bond Z 30,264 | Mutual Funds | — | — | $284K | 2.5% | |
| American Funds Target Date Retirement 2035 R6 12,707 | Mutual Funds | — | — | $242K | 2.1% | |
| American Funds Target Date Retirement 2020 R6 16,156 | Mutual Funds | — | — | $217K | 1.9% | |
| JP Morgan Core Bond R6 13,283 | Other securities | — | — | $134K | 1.2% | |
| Principal Guaranteed Interest | Other securities | — | — | $39K | 0.3% | |
| REGISTERED INVESTMENT COMPANIES American Funds Target Date Retirement 2010 R6 2,866 | Mutual Funds | — | — | $33K | 0.3% | |
| (E) | Other securities | — | $39K | $33K | 0.3% | |
| Principal Small Cap Value II Separate Account 604 | Pooled Separate Accounts | — | — | $33K | 0.3% | |
| PRIN SMCAP VALUE II SEP ACCT-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 096 | Pooled Separate Account | — | — | $33K | 0.3% | |
| American Funds Target Date Retirement 2055 R6 1,165 | Mutual Funds | — | — | $31K | 0.3% | |
| American Funds Target Date Retirement 2025 R6 1,300 | Mutual Funds | — | — | $20K | 0.2% | |
| American Funds Target Date Retirement 2015 R6 129 | Mutual Funds | — | — | $2K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
