Jacqueline Luehrs signed Meyer, Borgman & Johnson, Inc.'s 2023 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Meyer, Borgman & Johnson, Inc.'s EIN is 41-0908528.
Download the official 2023 Form 5500 (PDF) for Meyer, Borgman & Johnson, Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2023 Form 5500 (PDF)Meyer, Borgman & Johnson, Inc.'s plan includes 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 |
|---|---|---|---|---|---|
| FIDELITY INVESTMENTS INSTITUTIONAL | 04-2647786 | — | RECORDKEEPER | -$2K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| AMERIPRISE FINANCIAL SERVICES INC | 38-2722519 | — | ADVISOR | $0 | — |
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 | |||||
|---|---|---|---|---|---|---|
| FID 500 INDEX Mutual Funds | Common Collective Trusts | — | — | $3.1M | 21.3% | |
| AMERICAN BALANCED R4 Mutual Funds | Other securities | — | — | $1.3M | 9.2% | |
| MORLEY SV 55 - I PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 93-6274329 / PN 001 | Common Collective Trust | — | — | $1.3M | 8.6% | |
| JPM LG CAP GRTH R3 Mutual Funds | Other securities | — | — | $917K | 6.3% | |
| FID MID CAP IDX Mutual Funds | Common Collective Trusts | — | — | $831K | 5.7% | |
| FA FREEDOM 2040 A Mutual Funds | Other securities | — | — | $774K | 5.3% | |
| MFS VALUE R3 Mutual Funds | Mutual Funds | — | — | $658K | 4.5% | |
| JPM US EQUITY R2 Mutual Funds | Other securities | — | — | $650K | 4.5% | |
| THORNBURG INT VAL R4 Mutual Funds | Other securities | — | — | $568K | 3.9% | |
| FA FREEDOM 2045 A Mutual Funds | Other securities | — | — | $561K | 3.8% | |
| FID SM CAP IDX Mutual Funds | Common Collective Trusts | — | — | $488K | 3.3% | |
| FID GOVT MMKT Interest Bearing Cash | Mutual Funds | — | — | $471K | 3.2% | |
| AF SM CAP WORLD R3 Mutual Funds | Other securities | — | — | $396K | 2.7% | |
| PGIM TOTAL RTN BD R Mutual Funds | Other securities | — | — | $329K | 2.3% | |
| FA FREEDOM 2060 A Mutual Funds | Other securities | — | — | $321K | 2.2% | |
| FA FREEDOM 2055 A Mutual Funds | Other securities | — | — | $283K | 1.9% | |
| FRANKLIN INCOME A1 Mutual Funds | Mutual Funds | — | — | $249K | 1.7% | |
| FA FREEDOM 2050 A Mutual Funds | Other securities | — | — | $195K | 1.3% | |
| BR MID-CAP VALUE A Mutual Funds | Other securities | — | — | $188K | 1.3% | |
| GS INC BLDR A Mutual Funds | Common Stocks | — | — | $160K | 1.1% | |
| FID LT TR BD IDX Mutual Funds | Common Collective Trusts | — | — | $151K | 1.0% | |
| AF NEW WORLD R3 Mutual Funds | Other securities | — | — | $135K | 0.9% | |
| MFS AGGR GR ALLOC R3 Mutual Funds | Mutual Funds | — | — | $134K | 0.9% | |
| FA FREEDOM INC A Mutual Funds | Common Stocks | — | — | $120K | 0.8% | |
| Notes receivable from participants Bearing interest at 3.25%-9.50% - | Bonds / Notes | — | — | $91K | 0.6% | |
| FA FREEDOM 2065 A Mutual Funds | Other securities | — | — | $78K | 0.5% | |
| FA FREEDOM 2035 A Mutual Funds | Other securities | — | — | $63K | 0.4% | |
| FA FREEDOM 2020 A Mutual Funds | Other securities | — | — | $32K | 0.2% | |
| AM CENT GLOBAL RE R6 Mutual Funds | Other securities | — | — | $27K | 0.2% | |
| FA FREEDOM 2030 A Mutual Funds | Other securities | — | — | $4K | <0.1% | |
| FA FREEDOM 2025 A Mutual Funds | Other securities | — | — | $2K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
