Jennifer Clanton signed JHT Holdings, Inc.'s 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
JHT Holdings, Inc.'s EIN is 36-4329347.
Download the official 2024 Form 5500 (PDF) for JHT Holdings, Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)JHT Holdings, Inc.'s plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA), automatic enrollment.
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| JOHNSON BANK | 39-1141446 | — | NONE | $62K | — |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| Vanguard Target Retirement 2045 N/R | Mutual Funds | — | — | $2.8M | 11.8% | |
| Vanguard Target Retirement 2035 N/R | Mutual Funds | — | — | $2.8M | 11.7% | |
| Vanguard Target Retirement 2025 N/R | Mutual Funds | — | — | $2.5M | 10.4% | |
| Fidelity 500 Index N/R | Common Collective Trusts | — | — | $1.6M | 6.8% | |
| Harbor Capital Appreciation Retirement N/R | Other securities | — | — | $1.6M | 6.7% | |
| Money market funds Fidelity Inv MM Fds Government I N/R | Mutual Funds | — | — | $1.6M | 6.6% | |
| Vanguard Equity Income - AD N/R | Mutual Funds | — | — | $1.2M | 5.0% | |
| Vanguard Target Retirement 2040 N/R | Mutual Funds | — | — | $1.0M | 4.3% | |
| Vanguard Target Retirement Income Inv N/R | Mutual Funds | — | — | $913K | 3.8% | |
| Vanguard Mid Cap Index-Adm N/R | Mutual Funds | — | — | $737K | 3.1% | |
| Metropolitan West Funds T/R Bond - I N/R | Other securities | — | — | $725K | 3.0% | |
| Vanguard Target Retirement 2030 N/R | Mutual Funds | — | — | $672K | 2.8% | |
| Vanguard Target Retirement 2050 N/R | Mutual Funds | — | — | $556K | 2.3% | |
| Principal Funds MidCap Institutional Blend Fund N/R | Other securities | — | — | $550K | 2.3% | |
| Vanguard Target Retirement 2055 N/R | Mutual Funds | — | — | $484K | 2.0% | |
| Franklin Funds Gold and Precious Metal N/R | Mutual Funds | — | — | $468K | 1.9% | |
| Vanguard Target Retirement 2060 N/R | Mutual Funds | — | — | $468K | 1.9% | |
| Goldman Sachs TR Short Dur I 447 N/R | Other securities | — | — | $431K | 1.8% | |
| Participant Loans Interest rates: 4.25% - 9.50% $0 | Bonds / Notes | — | — | $362K | 1.5% | |
| Vanguard Target Retirement 2020 N/R | Mutual Funds | — | — | $350K | 1.5% | |
| Allspring Small Cap Value R6 N/R | Other securities | — | — | $333K | 1.4% | |
| Franklin Funds Small Cap Growth Fund R6 N/R | Mutual Funds | — | — | $329K | 1.4% | |
| Dodge & Cox Funds International Stock Fund N/R | Mutual Funds | — | — | $317K | 1.3% | |
| Vanguard Total Int St Idx-Ad N/R | Common Collective Trusts | — | — | $283K | 1.2% | |
| Vanguard Selected Value N/R | Mutual Funds | — | — | $196K | 0.8% | |
| Vanguard Target Retirement 2065 N/R | Mutual Funds | — | — | $190K | 0.8% | |
| American Funds Europacific Growth-R6 N/R | Mutual Funds | — | — | $189K | 0.8% | |
| Vanguard Total Bond Market Index-Adm N/R | Mutual Funds | — | — | $153K | 0.6% | |
| Cohen Instl Rlty SH N/R | Other securities | — | — | $99K | 0.4% | |
| Vanguard Total Int St Idx-Ad N/R | Common Collective Trusts | — | — | $38K | 0.2% | |
| Vanguard Target Retirement 2070 N/R | Mutual Funds | — | — | $11K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
