Ruben Alejandro Castillo signed Johnsonville, LLC's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Johnsonville, LLC's EIN is 39-1982994.
Download the official 2024 Form 5500 (PDF) for Johnsonville, LLC from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Johnsonville, LLC's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, automatic enrollment, a default investment (QDIA).
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| VANGUARD ADVISERS INC. | 23-2811930 | — | NONE | $178K | — |
| THE VANGUARD GROUP, INC. | 23-1945930 | — | NONE | $130K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| FRANCIS LLC | 90-0142264 | — | NONE | $69K |
Rows tagged as a trust or pooled fund hold many underlying securities. Click one to drill into its own Schedule of Assets — where the individual funds, shares, and CUSIPs live.
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| Fidelity 500 Index Fund | Common Collective Trusts | — | — | $52.9M | 16.4% | |
| T. ROWE PRICE RET 2040 TRUST CLAS F T. ROWE PRICE TRUST COMPANY · EIN 35-6941729 / PN 001 | Common Collective Trust | — | — | $26.5M | 8.2% | |
| T. ROWE PRICE RET 2035 TRUST CLAS F T. ROWE PRICE TRUST COMPANY · EIN 36-7595013 / PN 001 | Common Collective Trust | — | — | $25.7M | 7.9% | |
| Vanguard Total International Stock Index | Mutual Funds | — | — | $25.5M | 7.9% | |
| T. ROWE PRICE RET 2050 TRUST CLAS F T. ROWE PRICE TRUST COMPANY · EIN 30-6303214 / PN 001 | Common Collective Trust | — | — | $25.3M | 7.8% | |
| Vanguard Total Bond Market Index | Mutual Funds | — | — | $20.7M | 6.4% | |
| T. ROWE PRICE RET 2055 TRUST CLAS F T. ROWE PRICE TRUST COMPANY · EIN 35-6941728 / PN 001 | Common Collective Trust | — | — | $18.0M | 5.6% | |
| HARBOR CAPITAL APPRECIATION CIT HARBOR TRUST COMPANY INC./ JENNISON ASSOCIATES LLC (SUBADVISER) · EIN 84-4022934 / PN 001 | Common Collective Trust | — | — | $17.8M | 5.5% | |
| T. ROWE PRICE RET 2045 TRUST CLAS F T. ROWE PRICE TRUST COMPANY · EIN 32-6199848 / PN 001 | Common Collective Trust | — | — | $16.7M | 5.2% | |
| VFTC RETIREMENT SAVINGS TRUST VIII VANGUARD FIDUCIARY TRUST COMPANY · EIN 36-7604211 / PN 037 | Common Collective Trust | — | — | $15.0M | 4.6% | |
| T. ROWE PRICE RET 2030 TRUST CLAS F T. ROWE PRICE TRUST COMPANY · EIN 38-7010946 / PN 001 | Common Collective Trust | — | — | $14.4M | 4.4% | |
| Fidelity Mid Cap Index Fund | Common Collective Trusts | — | — | $10.7M | 3.3% | |
| T. ROWE PRICE RET 2060 TRUST CLAS F T. ROWE PRICE TRUST COMPANY · EIN 47-1088316 / PN 001 | Common Collective Trust | — | — | $9.8M | 3.0% | |
| T. ROWE PRICE RET 2025 TRUST CLAS F T. ROWE PRICE TRUST COMPANY · EIN 37-6495447 / PN 001 | Common Collective Trust | — | — | $9.2M | 2.9% | |
| MFS Value Fund; Class R6 | Mutual Funds | — | — | $8.6M | 2.7% | |
| Participants Participant Loans Rates from 5.25% to 10.50% | Bonds / Notes | — | — | $4.3M | 1.3% | |
| GENEVA SM CP GR COLL FD FEE CLASS C WILMINGTON TRUST COMPANY · EIN 38-4116861 / PN 518 | Common Collective Trust | — | — | $4.0M | 1.2% | |
| T. ROWE PRICE RET 2065 TRUST CLAS F T. ROWE PRICE TRUST COMPANY · EIN 85-1763138 / PN 001 | Common Collective Trust | — | — | $3.9M | 1.2% | |
| T. ROWE PRICE RET 2005 TRUST CLAS F T. ROWE PRICE TRUST COMPANY · EIN 61-6434302 / PN 001 | Common Collective Trust | — | — | $3.5M | 1.1% | |
| American Beacon Small Cap Value Fund; R6 Class | Other securities | — | — | $3.4M | 1.1% | |
| Vanguard Emerging Markets Bond Fund Admiral Shares | Mutual Funds | — | — | $1.6M | 0.5% | |
| T. ROWE PRICE RET 2020 TRUST CLAS F T. ROWE PRICE TRUST COMPANY · EIN 36-7594871 / PN 001 | Common Collective Trust | — | — | $1.3M | 0.4% | |
| Vanguard Treasury Money Market Fund | Mutual Funds | — | — | $1.3M | 0.4% | |
| Vanguard Small-Cap Index Fund Admiral Shares | Common Collective Trusts | — | — | $984K | 0.3% | |
| PUTNAM STABLE VALUE FUND PUTNAM FIDUCIARY TRUST COMPANY, LLC · EIN 04-3159710 / PN 202 | Common Collective Trust | — | — | $891K | 0.3% | |
| Fidelity Inflation-Protected Bond Index Fund | Common Collective Trusts | — | — | $769K | 0.2% | |
| Dodge & Cox Income Fund; Class X | Mutual Funds | — | — | $276K | <0.1% | |
| PIMCO CommoditiesPLUS Strategy Fund; Institutional Class | Mutual Funds | — | — | $135K | <0.1% | |
| William Blair Emerging Markets Growth Fund; Class R6 | Other securities | — | — | $132K | <0.1% | |
| Hartford Schroders International Stock Fund; Class I | Other securities | — | — | $105K | <0.1% | |
| MORLEY STABLE VALUE FUND PRINCIPAL GLOBAL INVESTORS TRUST COMPANY · EIN 93-6274329 / PN 001 | Common Collective Trust | — | — | $0 | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
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