Marissa Vickerman signed Johnson Brothers Liquor Company's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Johnson Brothers Liquor Company's EIN is 41-0810551.
Download the official 2024 Form 5500 (PDF) for Johnson Brothers Liquor Company from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Johnson Brothers Liquor Company'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 |
|---|---|---|---|---|---|
| PRINCIPAL LIFE INSURANCE COMPANY | 42-0127290 | — | CONTRACT ADMINISTRATOR | $215K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| ADVANCED CAPITAL GROUP | 41-1921960 | — | INVESTMENT ADVISORY | $30K | — |
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 | |||||
|---|---|---|---|---|---|---|
| GALLIARD STABLE RETURN PN SEI TRUST COMPANY · EIN 41-6202499 / PN 001 | Common Collective Trust | — | — | $37.8M | 11.2% | |
| PRIN/BR S&P 500 INDEX CIT N SEI TRUST COMPANY · EIN 94-3224211 / PN 001 | Common Collective Trust | — | — | $37.8M | 11.2% | |
| Vanguard Equity Income Fund | Mutual Funds | — | — | $34.5M | 10.2% | |
| T Rowe Price New America Growth Fund | Mutual Funds | — | — | $26.6M | 7.9% | |
| PIMCO Total Return Fund | Mutual Funds | — | — | $25.4M | 7.5% | |
| American Funds Growth Fund of America | Mutual Funds | — | — | $23.6M | 7.0% | |
| JP Morgan Mid Cap Value Fund | Other securities | — | — | $21.0M | 6.2% | |
| T Rowe Price Mid Cap Growth Fund | Mutual Funds | — | — | $20.6M | 6.1% | |
| WCM Focused International Growth Fund | Other securities | — | — | $18.3M | 5.4% | |
| Franklin Small Cap Growth Fund | Mutual Funds | — | — | $18.3M | 5.4% | |
| Fidelity US Bond Index Fund | Common Collective Trusts | — | — | $18.0M | 5.3% | |
| Fidelity International Index Fund | Common Collective Trusts | — | — | $17.3M | 5.1% | |
| Fidelity Small Cap Index Fund | Common Collective Trusts | — | — | $17.1M | 5.1% | |
| Allspring Special Small Cap Value Fund | Other securities | — | — | $15.8M | 4.7% | |
| Notes receivable from participants | Other securities | — | — | $385K | 0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
