Karen Powell signed D. A. Blodgett - St. John's' 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
D. A. Blodgett - St. John's' EIN is 38-1358163.
Download the official 2024 Form 5500 (PDF) for D. A. Blodgett - St. John's from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)D. A. Blodgett - St. John's' plan includes a 403(b) annuity, a default investment (QDIA), profit-sharing, ERISA 404(c) participant direction, a 401(k) feature.
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| ALERUS FINANCIAL, N.A. | 45-6062081 | — | NONE | $45K | — |
Rows tagged as a trust or pooled fund hold many underlying securities. Their holdings are itemized on each fund’s own Form 5500.
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| Vanguard Target Retirement 2040 Fund ** 50 * Vanguard Target Retirement 2045 Fund | Mutual Funds | — | — | $2.7M | 24.8% | |
| Vanguard Target Retirement 2035 Fund | Mutual Funds | — | — | $1.9M | 17.2% | |
| Vanguard Target Retirement 2055 Fund | Mutual Funds | — | — | $1.6M | 14.2% | |
| Vanguard Target Retirement 2025 Fund | Mutual Funds | — | — | $648K | 5.9% | |
| Fully Benefit-Responsive Investment Contract * Lincoln National Life - Multifund Fixed Account | Other securities | — | — | $624K | 5.7% | |
| Fidelity 500 Index | Common Collective Trusts | — | — | $605K | 5.5% | |
| Fidelity Extended Market Index | Mutual Funds | — | — | $440K | 4.0% | |
| Lincoln National Life - Multifund LVIP Macquarie Social Awareness | Other securities | — | — | $406K | 3.7% | |
| MFS Growth Fund R6 | Mutual Funds | — | — | $310K | 2.8% | |
| Alerus Financial Money Market Deposits | Cash / Money Market | — | — | $223K | 2.0% | |
| Variable Annuity Accounts * Lincoln National Life - Multifund American Funds Growth | Mutual Funds | — | — | $214K | 1.9% | |
| MFS International Diversified Fund R6 | Mutual Funds | — | — | $191K | 1.7% | |
| JPMorgan US Value R6 | Other securities | — | — | $127K | 1.1% | |
| Vanguard Wellington Admiral Fund | Mutual Funds | — | — | $121K | 1.1% | |
| Janus Henderson Enterprise Fund | Mutual Funds | — | — | $121K | 1.1% | |
| Alerus Financial Promissory Notes Receivable - | Other securities | — | — | $114K | 1.0% | |
| Fidelity Small Cap Growth K6 | Mutual Funds | — | — | $98K | 0.9% | |
| Dodge & Cox Income Fund | Mutual Funds | — | — | $97K | 0.9% | |
| PIMCO Total Return Institutional Fund | Mutual Funds | — | — | $96K | 0.9% | |
| Vanguard Target Retirement 2065 Fund | Mutual Funds | — | — | $96K | 0.9% | |
| Vanguard Target Retirement Income Fund | Mutual Funds | — | — | $81K | 0.7% | |
| Lincoln National Life - Multifund American Funds International | Mutual Funds | — | — | $78K | 0.7% | |
| Lincoln National Life - Multifund LVIP Macquarie Small Mid Cap Core | Other securities | — | — | $66K | 0.6% | |
| s * American Century Small Cap Valuation Fund R6 | Mutual Funds | — | — | $64K | 0.6% | |
| Lincoln National Life - Multifund LVIP Blended Large Cap Growth ** 403 * Lincoln National Life - Multifund LVIP Dimensional US Core Equity | Mutual Funds | — | — | $54K | 0.5% | |
| THE STANDARD STABLE ASSET VALUE II THE STANDARD · EIN 93-0242990 / PN 001 | Common Collective Trust | — | — | $46K | 0.4% | |
| Lincoln National Life - Multifund LVIP Baron Growth Opportunities | Other securities | — | — | $24K | 0.2% | |
| Lincoln National Life - Multifund LVIP JPMorgan Retirement Income | Other securities | — | — | $22K | 0.2% | |
| Lincoln National Life - Multifund LVIP Macquarie Mid Cap Value | Other securities | — | — | $21K | 0.2% | |
| Lincoln National Life - Multifund American Funds Growth - Income | Mutual Funds | — | — | $20K | 0.2% | |
| Vanguard Target Retirement 2060 Fund | Mutual Funds | — | — | $14K | 0.1% | |
| Lincoln National Life - Multifund LVIP Macquarie Wealth Builder | Other securities | — | — | $10K | <0.1% | |
| Lincoln National Life - Multifund LVIP SSGA S&P 500 Index | Common Collective Trusts | — | — | $9K | <0.1% | |
| Fidelity Total International Index | Mutual Funds | — | — | $7K | <0.1% | |
| Vanguard Target Retirement 2050 Fund | Mutual Funds | — | — | $3K | <0.1% | |
| Lincoln National Life - Multifund LVIP Macquarie Diversified Income | Other securities | — | — | $3K | <0.1% | |
| Lincoln National Life - Multifund LVIP T Rowe Price Structured Mid Cap Growth | Mutual Funds | — | — | $3K | <0.1% | |
| Lincoln National Life - Multifund LVIP Blackrock Dividend Value | Other securities | — | — | $3K | <0.1% | |
| Vanguard Target Retirement 2030 Fund | Mutual Funds | — | — | $2K | <0.1% | |
| Lincoln National Life - Multifund LVIP Mondrian International Value | Other securities | — | — | $1K | <0.1% | |
| Lincoln National Life - Multifund Fidelity VIP Contrafund | Mutual Funds | — | — | $1K | <0.1% | |
| Lincoln National Life - Multifund LVIP T Rowe Price Mid Cap Growth | Mutual Funds | — | — | $1K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
