JEAN Stanley signed J & L Ventures, LLC's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
J & L Ventures, LLC's EIN is 03-0404658.
Download the official 2024 Form 5500 (PDF) for J & L Ventures, LLC from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)J & L Ventures, LLC's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, 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 |
|---|---|---|---|---|---|
| ADP, INC. | 13-3036745 | — | RECORD KEEPER | $15K | — |
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.
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| Reliance Trust Company American Funds American Balanced Fund - | Mutual Funds | — | — | $5.6M | 27.1% | |
| R6 * Reliance Trust Company T Rowe Large Cap Growth I | Common Stocks | — | — | $1.4M | 6.9% | |
| Reliance Trust Company Vanguard Target Retirement 2040 | Mutual Funds | — | — | $1.2M | 6.0% | |
| Reliance Trust Company Vanguard Index 500 Fund - ADM | Mutual Funds | — | — | $1.2M | 5.9% | |
| METLIFE REL ST VAL 25053 - 0 RELIANCE TRUST COMPANY · EIN 46-6625485 / PN 001 | Common Collective Trust | — | — | $1.1M | 5.4% | |
| Reliance Trust Company Vanguard Target Retirement 2045 | Mutual Funds | — | — | $1.1M | 5.3% | |
| Reliance Trust Company Vanguard Target Retirement 2065 | Mutual Funds | — | — | $959K | 4.6% | |
| Reliance Trust Company Vanguard Target Retirement 2030 | Mutual Funds | — | — | $875K | 4.2% | |
| Reliance Trust Company Dodge & Cox Income Fund X | Mutual Funds | — | — | $855K | 4.1% | |
| Reliance Trust Company Vanguard Target Retirement 2035 | Mutual Funds | — | — | $811K | 3.9% | |
| Reliance Trust Company Vanguard Target Retirement 2055 | Mutual Funds | — | — | $638K | 3.1% | |
| vested portion of part- icipants's account balance | Other securities | — | — | $613K | 3.0% | |
| Reliance Trust Company Vanguard Windsor Fund Admiral | Mutual Funds | — | — | $554K | 2.7% | |
| Reliance Trust Company American Funds EuroPacific Growth - R6 | Mutual Funds | — | — | $536K | 2.6% | |
| Reliance Trust Company Vanguard Target Retirement 2025 | Mutual Funds | — | — | $533K | 2.6% | |
| Reliance Trust Company Carillon Eagle Mid Cap Growth - R6 | Common Stocks | — | — | $500K | 2.4% | |
| Reliance Trust Company Vanguard Target Retirement 2050 | Mutual Funds | — | — | $336K | 1.6% | |
| Reliance Trust Company Vanguard Retirement Income | Mutual Funds | — | — | $328K | 1.6% | |
| Reliance Trust Company Vanguard Target Retirement 2060 | Mutual Funds | — | — | $320K | 1.5% | |
| T ROWE PRICE MID CAP VALUE I | Registered Investment Companies | — | — | $281K | 1.4% | |
| Reliance Trust Company Vanguard Small Cap Index ADMRL | Mutual Funds | — | — | $200K | 1.0% | |
| S * Reliance Trust Company American Beacon Small Cap Value R6 | Mutual Funds | — | — | $177K | 0.9% | |
| Reliance Trust Company Vanguard Target Retirement 2020 | Mutual Funds | — | — | $144K | 0.7% | |
| Reliance Trust Company Vanguard Total Bond Market Index Fund | Common Collective Trusts | — | — | $134K | 0.6% | |
| Reliance Trust Company Principal Small Cap Growth Fund I R6 | Common Stocks | — | — | $111K | 0.5% | |
| Reliance Trust Company Vanguard Total International Stock Index | Mutual Funds | — | — | $48K | 0.2% | |
| Reliance Trust Company Vanguard Intermediate-Term Treasury Fund | Mutual Funds | — | — | $25K | 0.1% | |
| Reliance Trust Company Vanguard Mid-Cap Index Fund | Common Collective Trusts | — | — | $4K | <0.1% | |
| (1) X This form is filed for a CCT, PSA, or MTIA. | Pooled Separate Accounts | — | — | $3K | <0.1% | |
| performed pursuant to both 29 CFR 2520.103-8 and 29 CFR 2520.103-12(d). Check box (3) if pursuant to neither. | Other securities | — | $3K | $3K | <0.1% | |
| Yes No Amount a | Other securities | — | — | $3K | <0.1% | |
| Reliance Trust Company Vanguard ST lnpro Sec Index Admiral | Mutual Funds | — | — | $1K | <0.1% |
