JOSH Goodwin signed Johnson Lambert LLP's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Johnson Lambert LLP's EIN is 52-1446779.
Download the official 2024 Form 5500 (PDF) for Johnson Lambert LLP from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Johnson Lambert LLP's plan includes a 401(k) feature, a default investment (QDIA), profit-sharing, ERISA 404(c) participant direction.
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 | $17K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| STRATEGIC ADVISORS, INC. | 04-2654524 | — | ADVISOR | $7K | — |
| Provider | Nondisclosure info |
|---|---|
| — | — |
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 Fund | Common Collective Trusts | — | — | $10.8M | 21.4% | |
| FID FREEDOM 2040 Mutual Fund | Mutual Funds | — | — | $7.4M | 14.6% | |
| FID CONTRAFUND K6 Mutual Fund | Mutual Funds | — | — | $4.1M | 8.1% | |
| FID FREEDOM 2050 Mutual Fund | Mutual Funds | — | — | $3.9M | 7.7% | |
| FID FREEDOM 2055 Mutual Fund | Mutual Funds | — | — | $3.0M | 6.0% | |
| FID FREEDOM 2060 Mutual Fund | Mutual Funds | — | — | $2.8M | 5.6% | |
| FID FREEDOM 2030 Mutual Fund | Mutual Funds | — | — | $1.8M | 3.5% | |
| MFS VALUE R3 Mutual Fund | Mutual Funds | — | — | $1.7M | 3.4% | |
| FID EXTD MKT IDX Mutual Fund | Common Collective Trusts | — | — | $1.6M | 3.2% | |
| FID SEL TECHNOLOGY Mutual Fund | Mutual Funds | — | — | $1.5M | 3.1% | |
| FID INTL INDEX PR Mutual Fund | Mutual Funds | — | — | $1.2M | 2.4% | |
| AF EUROPAC GROWTH R6 Mutual Fund | Other securities | — | — | $1.2M | 2.3% | |
| FID FREEDOM 2045 Mutual Fund | Mutual Funds | — | — | $1.1M | 2.2% | |
| FID FREEDOM 2065 Mutual Fund | Mutual Funds | — | — | $1.0M | 2.0% | |
| VICTORY S EST VAL R6 Mutual Fund | Other securities | — | — | $838K | 1.7% | |
| FID SM CAP IDX Mutual Fund | Common Collective Trusts | — | — | $712K | 1.4% | |
| FID FREEDOM 2025 Mutual Fund | Mutual Funds | — | — | $595K | 1.2% | |
| FA FOCUS EMRG MKTS I Mutual Fund | Other securities | — | — | $577K | 1.1% | |
| FID SEL UTILITIES Mutual Fund | Mutual Funds | — | — | $536K | 1.1% | |
| FID GOVT MMKT Mutual Fund | Mutual Funds | — | — | $503K | 1.0% | |
| FID US BOND IDX PR Mutual Fund | Common Collective Trusts | — | — | $498K | 1.0% | |
| AS SPL SM CAP VAL A Mutual Fund | Other securities | — | — | $363K | 0.7% | |
| FID SEL FINANCIAL Mutual Fund | Mutual Funds | — | — | $352K | 0.7% | |
| FID SEL ENERGY Mutual Fund | Mutual Funds | — | — | $330K | 0.7% | |
| BLKRK MIDCAP GRTH IS Mutual Fund | Other securities | — | — | $258K | 0.5% | |
| FID SEL HEALTHCARE Mutual Fund | Mutual Funds | — | — | $236K | 0.5% | |
| PIF SMCP GRTH I R6 Mutual Fund | Other securities | — | — | $227K | 0.5% | |
| COHEN & STEERS RLTY Mutual Fund | Other securities | — | — | $205K | 0.4% | |
| GS STABLE VALUE INV1 GOLDMAN SACHS TRUST COMPANY NA · EIN 13-4166989 / PN 025 | Common Collective Trust | — | — | $189K | 0.4% | |
| NYLI MK HY CORPBD R6 Mutual Fund | Other securities | — | — | $128K | 0.3% | |
| PIM REAL RETURN A Mutual Fund | Other securities | — | — | $47K | <0.1% | |
| LOOMIS CORE PL BD Y Mutual Fund | Other securities | — | — | $38K | <0.1% | |
| FID FREEDOM 2035 Mutual Fund | Mutual Funds | — | — | $26K | <0.1% | |
| FID FREEDOM 2015 Mutual Fund 0 * FID FREEDOM 2020 Mutual Fund | Mutual Funds | — | — | $25K | <0.1% | |
| PIM GLB BD OP US$H A Mutual Fund | Other securities | — | — | $18K | <0.1% | |
| FID FREEDOM 2070 Mutual Fund 505 * FID FDM IDX INC IPR Mutual Fund | Common Collective Trusts | — | — | $5K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
