Stacey Thompson signed Christensen Oconnor Johnson Kindness PLLC's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Christensen Oconnor Johnson Kindness PLLC's EIN is 91-0860813.
Download the official 2024 Form 5500 (PDF) for Christensen Oconnor Johnson Kindness PLLC from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Christensen Oconnor Johnson Kindness PLLC's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a self-directed brokerage window, automatic enrollment, a default investment (QDIA).
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| VANGUARD GROUP INC. | 23-1945930 | — | RECORDKEEPER | $31K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| KESTRA ADVISORY SERVICES LLC | 35-2552359 | — | INVESTMENT ADVISORY | $63K | — |
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 | |||||
|---|---|---|---|---|---|---|
| Vanguard 500 Index Fund Admiral Shares N/R | Common Collective Trusts | — | — | $9.7M | 24.6% | |
| VFTC RETIREMENT SAVINGS TRUST III VANGUARD FIDUCIARY TRUST COMPANY · EIN 38-7041744 / PN 024 | Common Collective Trust | — | — | $3.2M | 8.1% | |
| Adm Shares * Vanguard Mid-Cap Index Fund Admiral Shares N/R | Common Collective Trusts | — | — | $2.8M | 7.2% | |
| Self-Directed Brokerage Account * Vanguard Brokerage Option Fund N/R | Self-Directed Brokerage | — | — | $2.7M | 6.9% | |
| Fund Class Y PIMCO Income Fund Institutional Class N/R | Mutual Funds | — | — | $2.4M | 6.0% | |
| Vanguard Small-Cap Index Fund Admiral N/R | Common Collective Trusts | — | — | $2.2M | 5.7% | |
| Vanguard Equity Income Fund Admiral Shares N/R | Mutual Funds | — | — | $2.2M | 5.6% | |
| CIT International Growth Fund II Class N/R | Common Collective Trusts | — | — | $1.7M | 4.2% | |
| Vanguard Total Bond Market Index Fund N/R | Common Collective Trusts | — | — | $1.3M | 3.2% | |
| R1 CIT Large Cap Growth Fund II Class R1 N/R | Common Collective Trusts | — | — | $1.3M | 3.2% | |
| Vanguard Target Retirement 2045 Fund N/R | Mutual Funds | — | — | $1.2M | 3.0% | |
| Admiral Shares * Vanguard Explorer Fund Admiral Shares N/R | Mutual Funds | — | — | $1.2M | 2.9% | |
| Vanguard Information Technology Index Fund N/R | Common Collective Trusts | — | — | $986K | 2.5% | |
| Vanguard Target Retirement 2030 Fund N/R | Mutual Funds | — | — | $843K | 2.1% | |
| Inst'l Cl Shr DFA US Targeted Value Portfolio N/R | Mutual Funds | — | — | $818K | 2.1% | |
| CIT Mid Cap Value Fund Fee Class R1 N/R | Common Collective Trusts | — | — | $679K | 1.7% | |
| DFA Global Real Estate Securities N/R | Mutual Funds | — | — | $573K | 1.5% | |
| Vanguard Target Retirement 2025 Fund N/R | Mutual Funds | — | — | $498K | 1.3% | |
| Portfolio DFA Inflation-Protected Securities Port N/R | Mutual Funds | — | — | $481K | 1.2% | |
| Carillon Eagle Mid Cap Growth Fund Class R6 N/R | Other securities | — | — | $366K | 0.9% | |
| Class I Invesco International Small-Mid Company N/R | Mutual Funds | — | — | $352K | 0.9% | |
| Vanguard Target Retirement 2055 Fund N/R | Mutual Funds | — | — | $284K | 0.7% | |
| Vanguard Target Retirement 2040 Fund N/R | Mutual Funds | — | — | $273K | 0.7% | |
| Vanguard Target Retirement 2060 Fund N/R | Mutual Funds | — | — | $268K | 0.7% | |
| American Funds New World Fund Class R6 N/R | Mutual Funds | — | — | $259K | 0.7% | |
| Vanguard Target Retirement 2050 Fund N/R | Mutual Funds | — | — | $197K | 0.5% | |
| Vanguard Developed Markets Index Fund N/R | Common Collective Trusts | — | — | $147K | 0.4% | |
| Money Market Fund * Vanguard Federal Money Market Fund N/R | Mutual Funds | — | — | $128K | 0.3% | |
| Participant Loans * Notes receivable from Interest between 4.25% - 9.5% $0 | Bonds / Notes | — | — | $108K | 0.3% | |
| Vanguard Target Retirement 2035 Fund N/R | Mutual Funds | — | — | $108K | 0.3% | |
| Vanguard Target Retirement 2065 Fund N/R | Mutual Funds | — | — | $51K | 0.1% | |
| Eaton Vance High Income Opportunities Fund N/R | Other securities | — | — | $32K | <0.1% | |
| Shares * Vanguard Target Retirement 2020 Fund N/R | Mutual Funds | — | — | $22K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| UNIGLOBAL PENSION PLANNING, INC. | 13-3601506 | — | TPA | $9K | — |
