Kenya Martin signed Judson Center's 2023 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Judson Center's EIN is 38-1359084.
Download the official 2023 Form 5500 (PDF) for Judson Center from the U.S. Department of Labor's EFAST2 system.
Download the official 2023 Form 5500 (PDF)Judson Center'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 |
|---|---|---|---|---|---|
| EMPOWER ANNUITY INSURANCE COMPANY O | — | GREENWOOD VILLAGE, CO | RECORDKEEPER | $25K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| M HOLDINGS SECURITIES INC | — | PORTLAND, OR | INVESTMENT ADVISOR | $18K | — |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| R6 Mutual fund Fidelity 500 Index N/R | Common Collective Trusts | — | — | $1.5M | 19.2% | |
| MFS INTL Diversification R6 N/R | Mutual Funds | — | — | $1.4M | 18.3% | |
| Federated Hermes Total Return Bond N/R | Mutual Funds | — | — | $953K | 12.2% | |
| Putnam Large Cap Growth R6 N/R | Mutual Funds | — | — | $698K | 8.9% | |
| Hartford Dividend and Growth R6 N/R | Mutual Funds | — | — | $660K | 8.4% | |
| PIMCO Income INSTL N/R | Mutual Funds | — | — | $479K | 6.1% | |
| Fully benefit responsive EI Fixed Account - Series Class IV N/R | Other securities | — | — | $469K | 6.0% | |
| Putnam Small Cap Growth R N/R | Mutual Funds | — | — | $257K | 3.3% | |
| Fidelity Mid Cap Index N/R | Mutual Funds | — | — | $253K | 3.2% | |
| Blackrock Mid-Cap Growth Equity K N/R | Mutual Funds | — | — | $248K | 3.2% | |
| MFS Mid Cap Value R6 N/R | Mutual Funds | — | — | $246K | 3.1% | |
| Fidelity Advisor Small Cap Value Z N/R | Mutual Funds | — | — | $237K | 3.0% | |
| Fidelity Small Cap Index N/R | Mutual Funds | — | — | $180K | 2.3% | |
| American Funds New World R6 N/R | Mutual Funds | — | — | $177K | 2.3% | |
| investment contract * Participant Loans Interest varying from 5.25% - 10.25% $0 | Bonds / Notes | — | — | $33K | 0.4% | |
| Fidelity International Index N/R | Mutual Funds | — | — | $14K | 0.2% | |
| Fidelity US Bond Index N/R | 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.
