Heather Lambdin signed AC Johnston Ltd.'s 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
AC Johnston Ltd.'s EIN is 36-3156433.
Download the official 2024 Form 5500 (PDF) for AC Johnston Ltd. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)AC Johnston Ltd.'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 |
|---|---|---|---|---|---|
| FIDELITY INVESTMENTS INSTITUTIONAL | 04-2647786 | — | RECORDKEEPER | $25K | — |
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 | |||||
|---|---|---|---|---|---|---|
| Vanguard Growth Index | Mutual Funds | — | — | $4.8M | 20.6% | |
| Dimensional Fund Advisors US Large Cap Value III | Mutual Funds | — | — | $3.1M | 13.5% | |
| Fidelity 500 Index | Common Collective Trusts | — | — | $3.1M | 13.2% | |
| Vanguard Small Cap Value | Mutual Funds | — | — | $2.9M | 12.3% | |
| American Funds Europacific Growth | Mutual Funds | — | — | $1.8M | 7.7% | |
| Fidelity Managed Income Portfolio | Mutual Funds | — | — | $1.6M | 7.1% | |
| MIP CL 2 FIDELITY MANAGEMENT TRUST COMPANY · EIN 04-3022712 / PN 024 | Common Collective Trust | — | — | $1.6M | 7.1% | |
| Allspring Core Bond | Other securities | — | — | $1.4M | 6.2% | |
| Vanguard Small Cap Growth Index | Mutual Funds | — | — | $1.3M | 5.6% | |
| Vanguard Target Retirement 2035 | Mutual Funds | — | — | $572K | 2.5% | |
| Vanguard Target Retirement 2040 | Mutual Funds | — | — | $525K | 2.3% | |
| JP Morgan Emerging Markets | Other securities | — | — | $442K | 1.9% | |
| Vanguard Target Retirement 2025 | Mutual Funds | — | — | $378K | 1.6% | |
| Fidelity Real Estate | Mutual Funds | — | — | $325K | 1.4% | |
| PIMCO International Bond | Mutual Funds | — | — | $286K | 1.2% | |
| Vanguard Target Retirement 2030 | Mutual Funds | — | — | $217K | 0.9% | |
| Vanguard Target Retirement Income | Mutual Funds | — | — | $163K | 0.7% | |
| Vanguard Target Retirement 2050 | Mutual Funds | — | — | $106K | 0.5% | |
| Vanguard Target Retirement 2045 | Mutual Funds | — | — | $102K | 0.4% | |
| Vanguard Target Retirement 2020 | Mutual Funds | — | — | $40K | 0.2% | |
| Vanguard Inflation Protected | Mutual Funds | — | — | $29K | 0.1% | |
| Vanguard Target Retirement 2055 | Mutual Funds | — | — | $21K | <0.1% | |
| Dimensional Fund Advisors Small Cap Value | Mutual Funds | — | — | $10K | <0.1% | |
| Participant loans Interest rate of 7.50% - | Bonds / Notes | — | — | $7K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
