Michael Stewart signed Cloninger Ford, Inc.'s 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Cloninger Ford, Inc.'s EIN is 56-1465220.
Download the official 2024 Form 5500 (PDF) for Cloninger Ford, Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Cloninger Ford, Inc.'s plan includes automatic enrollment, profit-sharing, a 401(k) feature, ERISA 404(c) participant direction, 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 | 01-0233346 | — | RECORDKEEPER | $37K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| TRUIST INVESTMENT SERVICES, INC | — | SALISBURY, NC | RETAINED BY EMPLOYER | $25K | — |
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 | |||||
|---|---|---|---|---|---|---|
| JHancock MMngr 2030 Lftm R6 Mutual Fund; 255,822.514 Shares | Other securities | — | $2.9M | $2.5M | 27.2% | |
| JHancock MMngr 2035 Lftm R6 Mutual Fund; 157,557.671 Shares | Other securities | — | $1.8M | $1.6M | 17.6% | |
| JHancock MMngr 2050 Lftm R6 Mutual Fund; 69,139.784 Shares | Other securities | — | $900K | $858K | 9.4% | |
| JHancock MMngr 2060 Lftm R6 Mutual Fund; 54,781.036 Shares | Other securities | — | $721K | $748K | 8.2% | |
| JHancock MMngr 2025 Lftm R6 Mutual Fund; 70,579.922 Shares | Other securities | — | $749K | $634K | 7.0% | |
| JHancock MMngr 2045 Lftm R6 Mutual Fund; 48,134.470 Shares | Other securities | — | $516K | $504K | 5.5% | |
| JHancock MMngr 2055 Lftm R6 Mutual Fund; 29,585.775 Shares | Other securities | — | $344K | $355K | 3.9% | |
| JPMorgan US Govt MMkt Cap C1 Mutual Fund; 294,038.868 Shares | Other securities | — | $294K | $294K | 3.2% | |
| JHancock MMngr 2040 Lftm R6 Mutual Fund; 24,399.118 Shares | Other securities | — | $275K | $257K | 2.8% | |
| Fidelity 500 Index Fd Mutual Fund; 1,210.821 Shares | Common Collective Trusts | — | $193K | $247K | 2.7% | |
| Notes receivable from participants Interest rates 5.25% - 7.25% - | Bonds / Notes | — | — | $200K | 2.2% | |
| American Cap World Gr & Inc R5 Mutual Fund; 1,772.420 Shares | Common Stocks | — | $107K | $113K | 1.2% | |
| Fidelity LC Grth Idx Inst Prem Mutual Fund; 2,739.444 Shares | Common Collective Trusts | — | $82K | $107K | 1.2% | |
| T Rowe Price Growth Stock Mutual Fund; 935.786 Shares | Mutual Funds | — | $91K | $99K | 1.1% | |
| JHancock MMngr 2020 Lftm R6 Mutual Fund; 11,319.042 Shares | Other securities | — | $100K | $92K | 1.0% | |
| American New Perspective R5 Mutual Fund; 1,257.127 Shares | Other securities | — | $78K | $78K | 0.9% | |
| Fidelity US Bond Index Fd Mutual Fund; 5,343.786 Shares | Mutual Funds | — | $55K | $55K | 0.6% | |
| Fidelity International Idx Fd Mutual Fund; 1,078.853 Shares | Common Collective Trusts | — | $52K | $51K | 0.6% | |
| Vanguard MidCap Grwth Ind Adm Mutual Fund; 394.803 Shares | Mutual Funds | — | $43K | $43K | 0.5% | |
| Fidelity Sm Cap Index Fund Mutual Fund; 976.791 Shares | Common Collective Trusts | — | $28K | $27K | 0.3% | |
| John Hancock Emerg Mkts Eq R6 Mutual Fund; 2,801.290 Shares | Other securities | — | $30K | $27K | 0.3% | |
| Vanguard Balanced Index Ad Mutual Fund; 539.461 Shares | Mutual Funds | — | $24K | $26K | 0.3% | |
| JP Morgan U.S. Equity Fd R6 Mutual Fund; 1,029.278 Shares | Other securities | — | $22K | $26K | 0.3% | |
| Vanguard Sm Cap Val Ind (Adm) Mutual Fund; 293.321 Shares | Mutual Funds | — | $23K | $25K | 0.3% | |
| Vanguard International Value Mutual Fund; 537.445 Shares | Mutual Funds | — | $22K | $20K | 0.2% | |
| JOHN HANCOCK STABLE VALUE R8 JOHN HANCOCK USA · EIN 80-6136981 / PN 001 | Common Collective Trust | — | $19K | $19K | 0.2% | |
| Federated Hermes Int HiYd Bd I Mutual Fund; 2,143.392 Shares | Other securities | — | $19K | $19K | 0.2% | |
| Vanguard Small Growth Adm1 Mutual Fund; 153.392 Shares | Mutual Funds | — | $13K | $15K | 0.2% | |
| AMG TimesSquare Mid Cp Gr Z Mutual Fund; 852.263 Shares | Other securities | — | $13K | $15K | 0.2% | |
| AMG Yacktman Fund I Mutual Fund; 624.465 Shares | Other securities | — | $15K | $14K | 0.2% | |
| Vanguard Mid-Cap Val Index Adm Mutual Fund; 151.209 Shares | Mutual Funds | — | $12K | $13K | 0.1% | |
| Jensen Quality Value I Mutual Fund; 539.149 Shares | Other securities | — | $10K | $10K | 0.1% | |
| DFA Inter Gov Fix Inc Inst Mutual Fund; 903.729 Shares | Mutual Funds | — | $10K | $10K | 0.1% | |
| Vanguard Explorer Fund Adm Mutual Fund; 87.417 Shares | Mutual Funds | — | $10K | $9K | 0.1% | |
| American Small Cap World R6 Mutual Fund; 95.339 Shares | Other securities | — | $7K | $7K | <0.1% | |
| Thornburg Ltd Term Income R5 Mutual Fund; 498.115 Shares | Common Stocks | — | $7K | $6K | <0.1% | |
| Vanguard Intl Growth Fund Adm Mutual Fund; 36.625 Shares | Mutual Funds | — | $4K | $4K | <0.1% | |
| Fidelity Mid Cap Index Fund Mutual Fund; 37.862 Shares | Common Collective Trusts | — | $1K | $1K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
