Wendy Brudnicki signed Johnson Financial Group, Inc.'s 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Johnson Financial Group, Inc.'s EIN is 39-1629756.
Download the official 2024 Form 5500 (PDF) for Johnson Financial Group, Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Johnson Financial Group, Inc.'s plan includes health coverage.
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| EMPOWER ANNUITY INSURANCE COMPANY | — | GREENWOOD VILLAGE, CO | RECORDKEEPER | $30K | — |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| Fidelity Total Bond K6 M utual Fund | Mutual Funds | — | $5.0M | $5.0M | 30.7% | |
| Guggenheim Limited Duration Insti M utual Fund | Other securities | — | $2.6M | $2.5M | 15.6% | |
| DoubleLine Low Duration Bond I M utual Fund | Other securities | — | $2.6M | $2.5M | 15.5% | |
| Vanguard Institutional Index Insti M utual Fund | Mutual Funds | — | $810K | $1.8M | 10.8% | |
| Vanguard Total Intl Stock Index Admiral M utual Fund | Mutual Funds | — | $1.0M | $1.2M | 7.3% | |
| American Funds EuroPacific Gr M utual Fund | Mutual Funds | — | $1.1M | $1.1M | 7.0% | |
| Principal Real Estate Securities Fd M utual Fund | Other securities | — | $427K | $506K | 3.1% | |
| Vanguard Treasury Money Market lnv Money Market Fund | Mutual Funds | — | $489K | $489K | 3.0% | |
| MFS Mid Cap Value M utual Fund | Mutual Funds | — | $241K | $326K | 2.0% | |
| MassMutual Mid Cap Growth I M utual Fund | Other securities | — | $335K | $317K | 1.9% | |
| MFS New Discovery Value M utual Fund | Mutual Funds | — | $194K | $247K | 1.5% | |
| T Rowe Integr US Sm-Cap Grwt Eqty I M utual Fund | Other securities | — | $193K | $240K | 1.5% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
