Charles Cameron signed Johnson-Davis Incorporated's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Johnson-Davis Incorporated's EIN is 59-1753888.
Download the official 2024 Form 5500 (PDF) for Johnson-Davis Incorporated from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Johnson-Davis Incorporated's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA), dental coverage, vision coverage, health coverage.
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 | $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 Freedom 2035 K6 | Mutual Funds | — | — | $2.1M | 17.3% | |
| FID Freedom 2025 K6 | Mutual Funds | — | — | $1.9M | 15.8% | |
| FID Freedom 2030 K6 | Mutual Funds | — | — | $1.9M | 15.6% | |
| FID Freedom 2020 K6 | Mutual Funds | — | — | $1.7M | 13.5% | |
| FID Freedom 2045 K6 | Mutual Funds | — | — | $1.1M | 8.7% | |
| FID Freedom 2040 K6 | Mutual Funds | — | — | $913K | 7.4% | |
| Notes receivable from participants | Other securities | — | — | $471K | 3.8% | |
| FID Freedom 2050 K6 | Mutual Funds | — | — | $288K | 2.3% | |
| FID 500 Index | Common Collective Trusts | — | — | $214K | 1.7% | |
| FID Blue Chip GR K6 | Mutual Funds | — | — | $212K | 1.7% | |
| FID GOVT MMKT K6 | Mutual Funds | — | — | $200K | 1.6% | |
| FID Freedom INC K6 | Mutual Funds | — | — | $192K | 1.6% | |
| MORLEY STABLE VALUE PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 93-6274329 / PN 001 | Common Collective Trust | — | — | $176K | 1.4% | |
| FID GLB EX US IDX | Common Collective Trusts | — | — | $142K | 1.2% | |
| FID Freedom 2055 K6 | Mutual Funds | — | — | $110K | 0.9% | |
| FID MID Cap IDX | Common Collective Trusts | — | — | $107K | 0.9% | |
| FID Freedom 2060 K6 | Mutual Funds | — | — | $106K | 0.9% | |
| AF AMER Mutual R6 | Other securities | — | — | $98K | 0.8% | |
| FID Total Bond K6 | Mutual Funds | — | — | $75K | 0.6% | |
| JPM GOVT Bond R6 | U.S. Treasuries | — | — | $72K | 0.6% | |
| FID Emerging MKTS K | Mutual Funds | — | — | $60K | 0.5% | |
| FID Freedom 2010 K6 | Mutual Funds | — | — | $58K | 0.5% | |
| AS SPL MID CP VAL R6 | Other securities | — | — | $34K | 0.3% | |
| FID INTL Cap APPR K6 | Mutual Funds | — | — | $17K | 0.1% | |
| FID Freedom 2015 K6 | Mutual Funds | — | — | $10K | <0.1% | |
| FID INFL PR BD IDX | Common Collective Trusts | — | — | $7K | <0.1% | |
| FID SM Cap IDX | Common Collective Trusts | — | — | $6K | <0.1% | |
| FID Freedom 2065 K6 | Mutual Funds | — | — | $6K | <0.1% | |
| FID Small Cap GR K6 | Mutual Funds | — | — | $3K | <0.1% | |
| C&S Realty Shares Z | Other securities | — | — | $2K | <0.1% | |
| FID US Bond IDX | Common Collective Trusts | — | — | $58 | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
