Lindsey Nichols, CPA signed Junkermier, Clark, Campanella, Stevens, P.C.'s 2023 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Junkermier, Clark, Campanella, Stevens, P.C.'s EIN is 81-0348775.
Download the official 2023 Form 5500 (PDF) for Junkermier, Clark, Campanella, Stevens, P.C. from the U.S. Department of Labor's EFAST2 system.
Download the official 2023 Form 5500 (PDF)Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| JOHN HANCOCK TRUST COMPANY LLC | 80-0709115 | WESTWOOD, MA | RECORDKEEPER | $25K | — |
Rows tagged as a trust or pooled fund hold many underlying securities. Their holdings are itemized on each fund’s own Form 5500.
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| Amer Target 2045 Fund R6 | Other securities | — | — | $5.2M | 20.0% | |
| Amer Target 2035 Fund R6 | Other securities | — | — | $4.8M | 18.5% | |
| T Rowe Price Blue Chip Grth I | Mutual Funds | — | — | $2.5M | 9.6% | |
| Amer Target 2055 Fund R6 | Other securities | — | — | $1.9M | 7.4% | |
| METLIFE STABLE VALUE SERIES 25157 RELIANCE TRUST COMPANY · EIN 58-1428634 / PN 000 | Common Collective Trust | — | — | $1.9M | 7.3% | |
| Vanguard Tax-Managed SC Adm Sh | Mutual Funds | — | — | $1.3M | 4.9% | |
| Amer Target 2025 Fund R6 | Other securities | — | — | $806K | 3.1% | |
| Vanguard LifeStrategy Mod Grw I | Mutual Funds | — | — | $802K | 3.1% | |
| American Wash Mutual Inv Fd R6 | Other securities | — | — | $795K | 3.0% | |
| BNY Mellon SMID Cap Growth Y | Other securities | — | — | $794K | 3.0% | |
| Invesco Value Opportunities R6 | Mutual Funds | — | — | $651K | 2.5% | |
| Goldman Intl Eqty Insights R6 | Other securities | — | — | $505K | 1.9% | |
| Federated Hermes KF Sm Cap R6 | Other securities | — | — | $442K | 1.7% | |
| Amer Target 2060 Fund R6 | Other securities | — | — | $423K | 1.6% | |
| Invesco Developing Mkts R6 | Mutual Funds | — | — | $410K | 1.6% | |
| Amer Target 2040 Fund R6 | Other securities | — | — | $388K | 1.5% | |
| American Balanced Fund R6 | Other securities | — | — | $306K | 1.2% | |
| Amer Target 2050 Fund R6 | Other securities | — | — | $160K | 0.6% | |
| Amer Target 2015 Fund R6 | Other securities | — | — | $128K | 0.5% | |
| Fidelity Inf-Pr Bond Index Fd | Mutual Funds | — | — | $120K | 0.5% | |
| Vanguard LifeStrategy Growth Inv | Mutual Funds | — | — | $94K | 0.4% | |
| Notes Receivable From Participants | Other securities | — | — | $88K | 0.3% | |
| Putnam Income Fund R6 | Mutual Funds | — | — | $53K | 0.2% | |
| JP Morgan US Govt MMkt Cap Cl | Other securities | — | — | $34K | 0.1% | |
| Vanguard Balanced Index Ad | Mutual Funds | — | — | $20K | <0.1% | |
| Amer Target 2020 Fund R6 | Other securities | — | — | $18K | <0.1% | |
| Amer Target 2010 Fund R6 | Other securities | — | — | $15K | <0.1% | |
| Vanguard LifeStrategy Cons Gr Inv | Mutual Funds | — | — | $4K | <0.1% | |
| Vanguard LifeStrategy Inc Inv Sh | Mutual Funds | — | — | $4K | <0.1% | |
| Amer Target 2030 Fund R6 | Other securities | — | — | $3K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
Junkermier, Clark, Campanella, Stevens, P.C.'s plan includes profit-sharing, a 401(k) feature, automatic enrollment, a default investment (QDIA).
