LIZA Peace signed Astenjohnson, Inc.'s 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Astenjohnson, Inc.'s EIN is 82-1924997.
Download the official 2024 Form 5500 (PDF) for Astenjohnson, Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Astenjohnson, Inc.'s plan includes ERISA 404(c) participant direction, a 401(k) feature, automatic enrollment, 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 | $8K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| STRATEGIC ADVISORS, INC. | 04-2654524 | — | ADVISOR | $11K | — |
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 | |||||
|---|---|---|---|---|---|---|
| American Funds 2030 Target Date Retirement Fund, 180,757.412 Shares | Mutual Funds | — | — | $3.1M | 12.8% | |
| Fidelity 500 Index, 10,383.415 shares | Common Collective Trusts | — | — | $2.1M | 8.7% | |
| Fidelity Managed Income Portfolio CL2, 2,215,985.9 units | Mutual Funds | — | — | $2.1M | 8.6% | |
| MIP CL 2 FIDELITY MANAGEMENT TRUST COMPANY · EIN 04-3022712 / PN 024 | Common Collective Trust | — | — | $2.1M | 8.6% | |
| American Funds 2025 Target Date Retirement Fund, 133,161.823 Shares | Mutual Funds | — | — | $2.0M | 8.3% | |
| American Funds 2040 Target Date Retirement Fund, 93,142.968 Shares | Mutual Funds | — | — | $1.9M | 7.8% | |
| American Funds 2035 Target Date Retirement Fund, 92,373.967 Shares | Mutual Funds | — | — | $1.7M | 7.2% | |
| American Funds 2055 Target Date Retirement Fund, 62,173.028 Shares | Mutual Funds | — | — | $1.6M | 6.7% | |
| (1) Participants Participant loans (maturing 2025 to 2038 at interest rates of 4.25% to 9.50%) | Bonds / Notes | — | — | $1.2M | 4.9% | |
| American Funds 2020 Target Date Retirement Fund, 86,976.504 Shares | Mutual Funds | — | — | $1.2M | 4.8% | |
| American Funds 2050 Target Date Retirement Fund, 49,050.435 Shares | Mutual Funds | — | — | $1.0M | 4.2% | |
| American Funds 2045 Target Date Retirement Fund, 44,341.618 Shares | Mutual Funds | — | — | $929K | 3.8% | |
| Newyork Life Insurance Winslow Large Cap Growth Class R, 67,239.872 Shares | Other securities | — | — | $812K | 3.3% | |
| Vanguard Total Bond Market ADM, 76,778.318 shares | Mutual Funds | — | — | $728K | 3.0% | |
| Fidelity Mid Cap, 19,379.618 shares | Mutual Funds | — | — | $654K | 2.7% | |
| Western Asset Core Bond Fund IS, 49,397.236 shares | Other securities | — | — | $513K | 2.1% | |
| American Funds 2060 Target Date Retirement Fund, 26,665.886 Shares | Mutual Funds | — | — | $475K | 2.0% | |
| Vanguard Total Intl Stk AD, 11,482.303 shares | Mutual Funds | — | — | $364K | 1.5% | |
| American Funds Washington Mutual R6, 5,361.748 shares | Mutual Funds | — | — | $330K | 1.4% | |
| American Funds Europac Growth R6, 5,950.307 shares | Mutual Funds | — | — | $320K | 1.3% | |
| American Funds New World R6, 2,749.812 shares | Mutual Funds | — | — | $212K | 0.9% | |
| Fededrated Hermes Small Cap Fund, 4,260.204 shares | Other securities | — | — | $208K | 0.9% | |
| Fidelity Puritan K, 8,094.834 shares | Mutual Funds | — | — | $201K | 0.8% | |
| American Beacon Small Cap Value R6, 7,294.066 shares | Other securities | — | — | $180K | 0.7% | |
| American Funds 2065 Target Date Retirement Fund, 7,000.644 Shares | Mutual Funds | — | — | $122K | 0.5% | |
| American Funds 2015 Target Date Retirement Fund, 9,846.912 Shares | Mutual Funds | — | — | $120K | 0.5% | |
| Touchstone Mid Cap Growth Y, 2,333.386 shares | Other securities | — | — | $95K | 0.4% | |
| American Funds 2010 Target Date Retirement Fund, 6,918.283 Shares | Mutual Funds | — | — | $80K | 0.3% | |
| Nuance Mid cap value fund, 308.363 shares | Other securities | — | — | $4K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
