Don Hindman signed Johnson Storage & Moving Company Holding LLC's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Johnson Storage & Moving Company Holding LLC's EIN is 83-0313972.
Download the official 2024 Form 5500 (PDF) for Johnson Storage & Moving Company Holding LLC from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Johnson Storage & Moving Company Holding LLC's plan includes profit-sharing, a 401(k) feature, ERISA 404(c) participant direction, a self-directed brokerage window.
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| TRAVERSE PLANNING | 41-2188524 | — | INVESTMENT ADVISOR | $17K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| ALLIANCE BENEFIT GROUP RM | 87-0364490 | — | TPA | $11K | — |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| BlackRock LifePath Index Retirement | Other securities | — | — | $487K | 18.7% | |
| LifePath Index 2040 | Other securities | — | — | $293K | 11.2% | |
| LifePath Index 2030 | Other securities | — | — | $258K | 9.9% | |
| iShares Edge MSCI Min Volume Factor * 577 iShares ESG Aware MSCI EM * 455 Vanguard S&P 500 ETF | Common Collective Trusts | — | — | $244K | 9.3% | |
| LifePath Index 2035 | Other securities | — | — | $208K | 8.0% | |
| LifePath Index 2045 | Other securities | — | — | $142K | 5.4% | |
| State Street Global Advisors Portfolio S&P 500 Growth | Common Collective Trusts | — | — | $137K | 5.2% | |
| LifePath Index 2050 | Other securities | — | — | $92K | 3.5% | |
| LifePath Index 2055 | Other securities | — | — | $84K | 3.2% | |
| iShares Core MSCI EAFE | Other securities | — | — | $71K | 2.7% | |
| Portfolio Emerging Markets | Other securities | — | — | $65K | 2.5% | |
| December 2028 - | Other securities | — | — | $56K | 2.2% | |
| iShares MSCI USA Quality Factor | Other securities | — | — | $45K | 1.7% | |
| iShares Core S&P Small-Cap | Other securities | — | — | $42K | 1.6% | |
| Schwab US Mid-Cap | Mutual Funds | — | — | $40K | 1.5% | |
| iShares Trust iShares ESG Aware | Other securities | — | — | $33K | 1.3% | |
| Select Sector | Real Estate | — | — | $32K | 1.2% | |
| Total World Stock | Other securities | — | — | $31K | 1.2% | |
| LifePath Index 2060 | Other securities | — | — | $24K | 0.9% | |
| Portfolio S&P 1500 Composite Stock Market | Other securities | — | — | $22K | 0.8% | |
| Value | Other securities | — | — | $18K | 0.7% | |
| iShares Exponential Technologies | Other securities | — | — | $18K | 0.7% | |
| iShares Short Maturity Bond | Other securities | — | — | $16K | 0.6% | |
| iShares Broad USD High Yield Corporate Bond | Other securities | — | — | $16K | 0.6% | |
| Federated Hermes Money market fund - Federared Hermes Government Obligations | Cash / Money Market | — | — | $15K | 0.6% | |
| Portfolio Long Term Treasury | Other securities | — | — | $12K | 0.4% | |
| iShares MSCI USA Min Volume Factor | Other securities | — | — | $11K | 0.4% | |
| Portfolio Intermediate Term Treasury | Other securities | — | — | $2K | <0.1% | |
| Short-Term Inflation-Protected Securities | Other securities | — | — | $2K | <0.1% | |
| iShares MBS | Other securities | — | — | $2K | <0.1% | |
| Emerging Markets Government Bond | U.S. Treasuries | — | — | $1K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
