Mary Fontenot signed John H. Carter Co., Inc.'s 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
John H. Carter Co., Inc.'s EIN is 72-0494338.
Download the official 2024 Form 5500 (PDF) for John H. Carter Co., Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)John H. Carter Co., Inc.'s plan includes ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA), profit-sharing.
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 | $73K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| CAPFINANCIAL PARTNERS LLC | 26-0058143 | — | CONSULTANT | $68K | — |
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.
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| Fidelity Contrafund K6 | Mutual Funds | — | — | $8.8M | 19.4% | |
| Vanguard Target Retirement 2030 | Mutual Funds | — | — | $4.3M | 9.6% | |
| Vanguard Target Retirement 2035 | Mutual Funds | — | — | $4.1M | 9.0% | |
| NT S&P 500 IDX NL 4 NORTHERN TRUST INVESTMENTS, INC. · EIN 45-6138589 / PN 002 | Common Collective Trust | — | — | $3.0M | 6.7% | |
| Stable Value Fund Wells Fargo Bank, N.A. Galliard Stable Return Fund E | Stable Value | — | — | $3.0M | 6.6% | |
| GALLIARD STBLE RTN E WELLS FARGO BANK, N.A. · EIN 52-2250951 / PN 001 | Common Collective Trust | — | — | $3.0M | 6.6% | |
| Vanguard Target Retirement 2045 | Mutual Funds | — | — | $2.8M | 6.2% | |
| Vanguard Target Retirement 2040 | Mutual Funds | — | — | $2.7M | 6.0% | |
| Vanguard Target Retirement 2050 | Mutual Funds | — | — | $2.5M | 5.4% | |
| Vanguard Target Retirement 2060 | Mutual Funds | — | — | $1.9M | 4.3% | |
| Vanguard Target Retirement 2055 | Mutual Funds | — | — | $1.8M | 4.0% | |
| Vanguard Target Retirement 2025 | Mutual Funds | — | — | $1.8M | 3.9% | |
| Notes receivable from participants * Maturity dates range from 2025 to 2034 4.25% - 9.50% | Bonds / Notes | — | — | $1.2M | 2.7% | |
| American Century Mid Cap Value R6 | Other securities | — | — | $1.2M | 2.7% | |
| MFS MID CP GROWTH CT GREAT GRAY TRUST COMPANY · EIN 38-4126294 / PN 597 | Common Collective Trust | — | — | $971K | 2.2% | |
| Money Market Fund Vanguard Federal Money Market Fund 765 Mutual Funds American Beacon Funds Small Cap Value R6 | Mutual Funds | — | — | $801K | 1.8% | |
| GG EUROPAC GROWTH CT GREAT GRAY TRUST COMPANY, LLC · EIN 38-7289843 / PN 001 | Common Collective Trust | — | — | $711K | 1.6% | |
| FIAM CORE PLUS CL I FIDELITY INSTITUTIONAL ASSET MANAGEMENT · EIN 20-4659714 / PN 052 | Common Collective Trust | — | — | $633K | 1.4% | |
| Vanguard Target Retirement 2020 | Mutual Funds | — | — | $561K | 1.2% | |
| Vanguard Target Retirement 2065 | Mutual Funds | — | — | $548K | 1.2% | |
| NT EXT MKT IDX NL 4 NORTHERN TRUST INVESTMENTS, INC. · EIN 45-6138589 / PN 110 | Common Collective Trust | — | — | $439K | 1.0% | |
| Northern Trust Investments Inc. Extended Equity Market NL 4 | Common Stocks | — | — | $439K | 1.0% | |
| Loomis Small Cap Growth N | Other securities | — | — | $418K | 0.9% | |
| American Beacon Funds Large Cap Value R6 | Other securities | — | — | $248K | 0.5% | |
| Northern Trust Investments Inc. Aggregate Bond Index NL 4 | Common Stocks | — | — | $246K | 0.5% | |
| NT AGGR BD IDX NL 4 NORTHERN TRUST INVESTMENTS, INC. · EIN 45-6138589 / PN 088 | Common Collective Trust | — | — | $246K | 0.5% | |
| Common Collective Trusts Northern Trust Investments Inc. All Coutry World ex-US Index 4 | Common Collective Trusts | — | — | $233K | 0.5% | |
| NT ACWI EX US IMI 4 NORTHERN TRUST INVESTMENTS, INC. · EIN 45-6138589 / PN 223 | Common Collective Trust | — | — | $233K | 0.5% | |
| Vanguard Target Retirement Income | Mutual Funds | — | — | $205K | 0.5% | |
| Vanguard Target Retirement 2070 | Mutual Funds | — | — | $88K | 0.2% |
