Paul Connor, Jr. signed John S. Connor, Inc.'s 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
John S. Connor, Inc.'s EIN is 52-0728100.
Download the official 2024 Form 5500 (PDF) for John S. Connor, Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)John S. Connor, Inc.'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 |
|---|---|---|---|---|---|
| JOHN HANCOCK RETIREMENT PLAN SVCS | 01-0233346 | — | RETAINED BY PLAN SPONSOR | $49K | — |
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 | |||||
|---|---|---|---|---|---|---|
| Principal Capital Appreciation Fund - | Other securities | — | — | $715K | 9.0% | |
| JH LIFETIME BLEND 2035 TRUST JOHN HANCOCK COLLECTIVE INVESTMENT TRUST · EIN 85-6153745 / PN 020 | Common Collective Trust | — | — | $695K | 8.7% | |
| REL TRUST CO STABLE VALUE CIT 25053 RELIANCE TRUST COMPANY · EIN 46-6625485 / PN 001 | Common Collective Trust | — | — | $686K | 8.6% | |
| JH LIFETIME BLEND 2040 TRUST JOHN HANCOCK COLLECTIVE INVESTMENT TRUST · EIN 85-6153745 / PN 021 | Common Collective Trust | — | — | $661K | 8.3% | |
| Principal Large Cap Growth Fund - | Other securities | — | — | $654K | 8.2% | |
| JH LIFETIME BLEND 2020 TRUST JOHN HANCOCK COLLECTIVE INVESTMENT TRUST · EIN 85-6153745 / PN 017 | Common Collective Trust | — | — | $468K | 5.9% | |
| JH LIFETIME BLEND 2025 TRUST JOHN HANCOCK COLLECTIVE INVESTMENT TRUST · EIN 85-6153745 / PN 018 | Common Collective Trust | — | — | $458K | 5.7% | |
| American Funds EuroPacific Growth Fund - | Mutual Funds | — | — | $445K | 5.6% | |
| Principal SmallCap Fund - | Other securities | — | — | $418K | 5.2% | |
| American Wash Mutual Wash Mutual Investors Fund - | Other securities | — | — | $296K | 3.7% | |
| Goldman Sachs Mid Cap Value Fund - | Other securities | — | — | $285K | 3.6% | |
| PGIM Total Return Bond Fund - | Other securities | — | — | $281K | 3.5% | |
| JH LIFETIME BLEND 2030 TRUST JOHN HANCOCK COLLECTIVE INVESTMENT TRUST · EIN 85-6153745 / PN 019 | Common Collective Trust | — | — | $274K | 3.4% | |
| JH LIFETIME BLEND 2055 TRUST JOHN HANCOCK COLLECTIVE INVESTMENT TRUST · EIN 85-6153745 / PN 024 | Common Collective Trust | — | — | $233K | 2.9% | |
| Principal SmallCap World Fund - | Other securities | — | — | $176K | 2.2% | |
| Hartford MidCap Fund - | Other securities | — | — | $155K | 1.9% | |
| Participant Loan Loans bearing interest at a rate of 5.00% - 9.50%, - | Bonds / Notes | — | — | $154K | 1.9% | |
| JH LIFETIME BLEND 2050 TRUST JOHN HANCOCK COLLECTIVE INVESTMENT TRUST · EIN 85-6153745 / PN 023 | Common Collective Trust | — | — | $127K | 1.6% | |
| Principal Real Estate Securities Fund - | Other securities | — | — | $118K | 1.5% | |
| JH LIFETIME BLEND 2045 TRUST JOHN HANCOCK COLLECTIVE INVESTMENT TRUST · EIN 85-6153745 / PN 022 | Common Collective Trust | — | — | $97K | 1.2% | |
| American Funds New World Fund - | Mutual Funds | — | — | $88K | 1.1% | |
| Fidelity 500 Index Fund - | Mutual Funds | — | — | $86K | 1.1% | |
| PGIM High Yield Fund - | Other securities | — | — | $69K | 0.9% | |
| JH LIFETIME BLEND 2060 TRUST JOHN HANCOCK COLLECTIVE INVESTMENT TRUST · EIN 85-6153745 / PN 025 | Common Collective Trust | — | — | $69K | 0.9% | |
| Hartford Equity Income Fund - | Other securities | — | — | $68K | 0.9% | |
| Putnam Small Cap Growth Fund - | Mutual Funds | — | — | $59K | 0.7% | |
| JH LIFETIME BLEND 2065 TRUST JOHN HANCOCK COLLECTIVE INVESTMENT TRUST · EIN 85-6153745 / PN 026 | Common Collective Trust | — | — | $40K | 0.5% | |
| Principal SmallCap S&P 600 Index Fund - | Common Collective Trusts | — | — | $22K | 0.3% | |
| JP Morgan JPMorgan US Govt MMkt Cap Cl - | Other securities | — | — | $17K | 0.2% | |
| JH LIFETIME BLEND 2010 TRUST JOHN HANCOCK COLLECTIVE INVESTMENT TRUST · EIN 85-6153745 / PN 015 | Common Collective Trust | — | — | $14K | 0.2% | |
| Virtus NFJ MC Value Fund - | Other securities | — | — | $14K | 0.2% | |
| Vanguard Developed Markets Index Fund - | Common Collective Trusts | — | — | $10K | 0.1% | |
| DFA Inflat-Protected Sec Port Fund - | Mutual Funds | — | — | $8K | <0.1% | |
| Fidelity US Bond Index Fd - | Mutual Funds | — | — | $7K | <0.1% | |
| Principal Mid Cap S&P 400 Index Fund - | Common Collective Trusts | — | — | $5K | <0.1% | |
| Principal SmallCap Value Fund - | Other securities | — | — | $3K | <0.1% | |
| JH LIFETIME BLEND 2015 TRUST JOHN HANCOCK COLLECTIVE INVESTMENT TRUST · EIN 85-6153745 / PN 016 | Common Collective Trust | — | — | $133 | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
