John Curtis signed Johnson Engineering, LLC's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Johnson Engineering, LLC's EIN is 59-1173834.
Download the official 2024 Form 5500 (PDF) for Johnson Engineering, LLC from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Johnson Engineering, LLC'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 |
|---|---|---|---|---|---|
| EMPOWER ANNUITY INSURANCE COMPANY | — | GREENWOOD VILLAGE, CO | RECORDKEEPER | $6K | — |
| EMPOWER ADVISORY GROUP, LLC | — | GREENWOOD VILLAGE, CO | INVESTMENT MGMT | $3 | — |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| " Apex Guaranteed Fixed Interest Fund I5 | Other securities | — | — | $2.6M | 17.6% | |
| " Fidelity 500 Index Fund | Common Collective Trusts | — | — | $2.0M | 13.3% | |
| " JP Morgan Large Cap Growth R6 | Other securities | — | — | $1.4M | 9.1% | |
| " MFS Value R6 | Mutual Funds | — | — | $981K | 6.6% | |
| " Goldman Sachs GQG Partners International Opportunities Institutional | Other securities | — | — | $933K | 6.3% | |
| " Fidelity US Bond Index | Mutual Funds | — | — | $769K | 5.2% | |
| " Fidelity Advisor Total Bond Z | Mutual Funds | — | — | $612K | 4.1% | |
| " Fidelity International Index | Mutual Funds | — | — | $604K | 4.1% | |
| " Janus Henderson Enterprise N | Mutual Funds | — | — | $563K | 3.8% | |
| " American Funds American Balanced R6 | Mutual Funds | — | — | $556K | 3.7% | |
| " PGIM Jennison Small Company R6 | Common Stocks | — | — | $372K | 2.5% | |
| " Fidelity Freedom Index 2035 Institutional Premium | Mutual Funds | — | — | $294K | 2.0% | |
| " American Funds American Hi Inc Tr R6 | Mutual Funds | — | — | $281K | 1.9% | |
| " Fidelity Mid Cap Index | Mutual Funds | — | — | $277K | 1.9% | |
| " American Funds New World R6 | Mutual Funds | — | — | $265K | 1.8% | |
| " Blackrock Inflation Protected Bond K | Other securities | — | — | $265K | 1.8% | |
| " Clearbridge Large Cap Growth IS ** 11 " Cohen & Steers Institutional Realty Shares | Other securities | — | — | $261K | 1.8% | |
| " Fidelity Freedom Index 2055 Institutional Premium | Mutual Funds | — | — | $247K | 1.7% | |
| " Blackrock Mid Cap Value Institutional | Other securities | — | — | $233K | 1.6% | |
| " Fidelity Freedom Index 2040 Institutional Premium | Mutual Funds | — | — | $217K | 1.5% | |
| biweekly installments - | Other securities | — | — | $166K | 1.1% | |
| " Fidelity Freedom Index 2045 Institutional Premium | Mutual Funds | — | — | $116K | 0.8% | |
| " Fidelity Freedom Index 2030 Institutional Premium | Mutual Funds | — | — | $115K | 0.8% | |
| " Thornburg Strategic Income R6 | Other securities | — | — | $113K | 0.8% | |
| " Fidelity Freedom Index 2025 Institutional Premium | Mutual Funds | — | — | $95K | 0.6% | |
| " Fidelity Small Cap Growth K6 | Mutual Funds | — | — | $92K | 0.6% | |
| " Fidelity Freedom Index 2050 Institutional Premium | Mutual Funds | — | — | $76K | 0.5% | |
| " Fidelity Freedom Index 2065 Institutional Premium | Mutual Funds | — | — | $64K | 0.4% | |
| " Fidelity Small Cap Index | Mutual Funds | — | — | $57K | 0.4% | |
| " MFS Mid Cap Growth R6 | Mutual Funds | — | — | $27K | 0.2% | |
| " Fidelity Freedom Index 2060 Institutional Premium | Mutual Funds | — | — | $19K | 0.1% | |
| " Federated Hermes International Strategic Value Dividend R6 | Other securities | — | — | $12K | <0.1% | |
| " Fidelity Freedom Index Income Institutional Premium | Mutual Funds | — | — | $10K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| PROACCOUNT | 73-0988442 | COLUMBUS, OH | INVESTMENT ADVISOR | $47K | — |
| MERRILL LYNCH PIERCE FENNER & SMITH | — | PENNINGTON, NJ | INVESTMENT ADVISOR | $4K | — |
| PPA/TPA | — | FORT MYERS, FL | INVESTMENT ADVISOR | $2K | — |
| NATIONWIDE | 31-4177100 | COLUMBUS, OH | INVESTMENT ADVISOR | $1K | — |
| PENSION FINANCIAL SERVICES INC | — | DULUTH, GA | INVESTMENT ADVISOR | $0 | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| WILTSHIRE WHITLEY RICHARDSON | 65-0129793 | FORT MYERS, FL | — | $19K | — |
| EVERHART FINANCIAL GROUP INC | 31-1440043 | DUBLIN, OH | — | $13K | — |
| PENSION FINANCIAL SERVICES INC | 58-1485803 | DULUTH, GA | — | $5K | — |
