Cynthia Johnston signed Enstall US, Inc.'s 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Enstall US, Inc.'s EIN is 36-4895887.
Download the official 2024 Form 5500 (PDF) for Enstall US, Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Enstall US, 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 |
|---|---|---|---|---|---|
| ASHTON THOMAS PRIVATE WEALTH LLC | 27-2399928 | — | INVESTMENT ADVISORY | $0 | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| NOVA 401(K) ASSOCIATES, INC. | 20-1181458 | — | TPA | $0 | — |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| American Funds American Funds 2040 T Date R6 | Mutual Funds | — | — | $3.1M | 13.2% | |
| American Funds American Funds 2050 T Date R6 | Mutual Funds | — | — | $2.5M | 10.5% | |
| American Funds American Funds 2030 T Date R6 | Mutual Funds | — | — | $2.2M | 9.3% | |
| Fidelity 500 Index Fund | Common Collective Trusts | — | — | $2.0M | 8.5% | |
| American Funds American Funds 2045 T Date R6 | Mutual Funds | — | — | $1.8M | 7.8% | |
| American Funds American Funds 2055 T Date R6 | Mutual Funds | — | — | $1.7M | 7.3% | |
| American Funds American Funds 2035 T Date R6 | Mutual Funds | — | — | $1.7M | 7.1% | |
| American Funds American Funds 2025 T Date R6 | Mutual Funds | — | — | $1.4M | 6.0% | |
| Putnam Large Cap Growth R6 | Mutual Funds | — | — | $1.2M | 5.3% | |
| American Funds American Funds 2060 T Date R6 | Mutual Funds | — | — | $866K | 3.7% | |
| Smead Value Fund Y | Other securities | — | — | $598K | 2.5% | |
| Fidelity Govt Money Mkt Fund | Mutual Funds | — | — | $452K | 1.9% | |
| Fidelity Mid Cap Idx Fd | Common Collective Trusts | — | — | $380K | 1.6% | |
| Principal Real Estate Sec F R6 | Other securities | — | — | $356K | 1.5% | |
| Congress Sm Cap Grow Fd Ins | Other securities | — | — | $297K | 1.3% | |
| American Funds American Funds New World R6 | Mutual Funds | — | — | $268K | 1.1% | |
| Fidelity Intl Index Fnd | Mutual Funds | — | — | $256K | 1.1% | |
| Fidelity Sm Cp Ind Fd | Mutual Funds | — | — | $198K | 0.8% | |
| Virtus KAR MidCap Core R6 | Other securities | — | — | $171K | 0.7% | |
| MFS Mid Cap Value Fund R6 | Mutual Funds | — | — | $161K | 0.7% | |
| ClrBrg Intl Growth Fd IS | Other securities | — | — | $156K | 0.7% | |
| 10.50% -0- | Bonds / Notes | — | — | $154K | 0.7% | |
| Janus Hndr Glbl Select Fund N | Mutual Funds | — | — | $154K | 0.7% | |
| Undiscoverd Mngrs Bhv Vl F R6 | Other securities | — | — | $152K | 0.6% | |
| Columbia Overseas Val Inst 3 | Other securities | — | — | $147K | 0.6% | |
| PIMCO Glbl Bd Op US D-Hg Ins | Mutual Funds | — | — | $146K | 0.6% | |
| American Funds American Funds 2065 T Date R6 | Mutual Funds | — | — | $136K | 0.6% | |
| Baird Intermediate Bnd Fd Inst | Other securities | — | — | $133K | 0.6% | |
| Victory Trv Intl SmCp Fd I | Other securities | — | — | $130K | 0.6% | |
| DFA Infl-Prot Sec Port Ins | Mutual Funds | — | — | $129K | 0.5% | |
| Hartford Strat Inc R6 | Common Stocks | — | — | $112K | 0.5% | |
| TRwPr Balanced Fund I | Other securities | — | — | $90K | 0.4% | |
| MnNpr Fd High Yield Bond Srs Z | Other securities | — | — | $85K | 0.4% | |
| Fid US Bd Id Fund | Mutual Funds | — | — | $80K | 0.3% | |
| lord Abbett Shrt Dur Inc Fd R6 | Mutual Funds | — | — | $76K | 0.3% | |
| American Funds American Funds 2015 T Date R6 | Mutual Funds | — | — | $11K | <0.1% | |
| Voya Gv Mny Mkt F A (Hld Acct) | Other securities | — | — | $10K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
