JEAN Moloney signed Fortune-Johnson LLC's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Fortune-Johnson LLC's EIN is 86-2115392.
Download the official 2024 Form 5500 (PDF) for Fortune-Johnson LLC from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Fortune-Johnson LLC's plan includes a 401(k) feature, a default investment (QDIA), automatic enrollment, profit-sharing, ERISA 404(c) participant direction.
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| FIDELITY WORKPLACE SERVICES, LLC | 04-3532603 | — | PLAN ADMINISTRATOR | $25K | — |
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 | |||||
|---|---|---|---|---|---|---|
| Fidelity Freedom Blend 2050 Q | Mutual Funds | — | — | $1.5M | 11.3% | |
| FID FRDM BLND 2050 Q FIDELITY INSTITUTIONAL ASSET MANAGEMENT · EIN 20-4659714 / PN 095 | Common Collective Trust | — | — | $1.5M | 11.3% | |
| Fidelity Freedom Blend 2030 Q | Mutual Funds | — | — | $1.5M | 11.2% | |
| FID FRDM BLND 2030 Q FIDELITY INSTITUTIONAL ASSET MANAGEMENT · EIN 20-4659714 / PN 091 | Common Collective Trust | — | — | $1.5M | 11.2% | |
| Fidelity Freedom Blend 2040 Q | Mutual Funds | — | — | $1.4M | 10.5% | |
| FID FRDM BLND 2040 Q FIDELITY INSTITUTIONAL ASSET MANAGEMENT · EIN 20-4659714 / PN 093 | Common Collective Trust | — | — | $1.4M | 10.5% | |
| Fidelity Freedom Blend 2045 Q | Mutual Funds | — | — | $1.4M | 10.3% | |
| FID FRDM BLND 2045 Q FIDELITY INSTITUTIONAL ASSET MANAGEMENT · EIN 20-4659714 / PN 094 | Common Collective Trust | — | — | $1.4M | 10.3% | |
| Fidelity Freedom Blend 2060 Q | Mutual Funds | — | — | $1.2M | 9.0% | |
| FID FRDM BLND 2060 Q FIDELITY INSTITUTIONAL ASSET MANAGEMENT · EIN 20-4659714 / PN 147 | Common Collective Trust | — | — | $1.2M | 9.0% | |
| Fidelity Freedom Blend 2055 Q | Mutual Funds | — | — | $1.2M | 8.7% | |
| FID FRDM BLND 2055 Q FIDELITY INSTITUTIONAL ASSET MANAGEMENT · EIN 20-4659714 / PN 113 | Common Collective Trust | — | — | $1.2M | 8.7% | |
| Fidelity 500 Index | Common Collective Trusts | — | — | $991K | 7.5% | |
| Fidelity Freedom Blend 2035 Q | Mutual Funds | — | — | $985K | 7.5% | |
| FID FRDM BLND 2035 Q FIDELITY INSTITUTIONAL ASSET MANAGEMENT · EIN 20-4659714 / PN 092 | Common Collective Trust | — | — | $985K | 7.5% | |
| Fidelity Freedom Blend 2025 Q | Mutual Funds | — | — | $657K | 5.0% | |
| FID FRDM BLND 2025 Q FIDELITY INSTITUTIONAL ASSET MANAGEMENT · EIN 20-4659714 / PN 090 | Common Collective Trust | — | — | $657K | 5.0% | |
| Fidelity Contrafund K6 | Mutual Funds | — | — | $498K | 3.8% | |
| Fidelity Mid Cap Index | Mutual Funds | — | — | $264K | 2.0% | |
| Fidelity Freedom Blend 2020 Q | Mutual Funds | — | — | $202K | 1.5% | |
| FID FRDM BLND 2020 Q FIDELITY INSTITUTIONAL ASSET MANAGEMENT · EIN 20-4659714 / PN 089 | Common Collective Trust | — | — | $202K | 1.5% | |
| Participant loans Interest rates from 4.25% to 9.50% - | Bonds / Notes | — | — | $184K | 1.4% | |
| Vanguard Equity Inc Adm | Mutual Funds | — | — | $159K | 1.2% | |
| MFS Intl Divrsn R6 | Mutual Funds | — | — | $158K | 1.2% | |
| Fidelity Intl Index | Mutual Funds | — | — | $146K | 1.1% | |
| Carillon Eagle Mid Cap Growth Fund | Other securities | — | — | $137K | 1.0% | |
| Fidelity Small Cap Index | Mutual Funds | — | — | $132K | 1.0% | |
| Hood River Small Cap Growth R | Other securities | — | — | $107K | 0.8% | |
| Vanguard Federal Money Market | Mutual Funds | — | — | $100K | 0.8% | |
| Dodge & Cox Income X | Mutual Funds | — | — | $97K | 0.7% | |
| DFA US Target Val I | Mutual Funds | — | — | $80K | 0.6% | |
| Cohen & Steers Real Estate Securities Z | Other securities | — | — | $63K | 0.5% | |
| MFS Mid Cap Value R6 | Mutual Funds | — | — | $55K | 0.4% | |
| Pimco Income Inst | Mutual Funds | — | — | $53K | 0.4% | |
| Fidelity Freedom Blend Inc Q | Mutual Funds | — | — | $52K | 0.4% | |
| FID FRDM BLEND INC Q FIDELITY INSTITUTIONAL ASSET MANAGEMENT · EIN 20-4659714 / PN 085 | Common Collective Trust | — | — | $52K | 0.4% | |
| Fidelity US Bond Index | Mutual Funds | — | — | $9K | <0.1% | |
| Fidelity Freedom Blend 2065 Q | Mutual Funds | — | — | $4K | <0.1% | |
| FID FRDM BLND 2065 Q FIDELITY INSTITUTIONAL ASSET MANAGEMENT · EIN 20-4659714 / PN 168 | Common Collective Trust | — | — | $4K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
