Jackson Lumber & Millwork Company, Inc.'s EIN is 04-2022453.
Download the official 2025 Form 5500 (PDF) for Jackson Lumber & Millwork Company, Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2025 Form 5500 (PDF)Jackson Lumber & Millwork Company, Inc.'s plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA).
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| ANGELL PENSION GROUP, INC | 04-2530412 | — | THIRD PARTY ADMINISTRATO | $0 | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| CARON BLETZER | — | KINGSTON, NH | AUDITOR | $12K | — |
Rows tagged as a trust or pooled fund hold many underlying securities. Their holdings are itemized on each fund’s own Form 5500.
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| Allspring Growth Fund Mutual fund | Other securities | — | — | $2.9M | 15.0% | |
| MM S&P 500 Index Fund " | Common Collective Trusts | — | — | $1.9M | 10.0% | |
| Invesco Global Fund " | Mutual Funds | — | — | $1.9M | 9.8% | |
| American Funds American Balanced Fund " | Mutual Funds | — | — | $1.4M | 7.2% | |
| Janus Henderson Triton Fund " | Mutual Funds | — | — | $1.2M | 6.5% | |
| Guaranteed Fund Guaranteed investment contract | Stable Value | — | — | $1.1M | 5.6% | |
| T ROWE PRICE RETIREMENT 2040 SA EMPOWER ANNUITY INSURANCE COMPANY · EIN 06-1050034 / PN 000 | Pooled Separate Account | — | — | $1.1M | 5.5% | |
| MassMutual Mid Cap Growth Fund " | Other securities | — | — | $979K | 5.1% | |
| John Hancock Disciplined Value Mid Cap Fund " | Other securities | — | — | $932K | 4.8% | |
| Vanguard Small Cap Index Fund " | Common Collective Trusts | — | — | $880K | 4.5% | |
| Loomis Sayles Investment Grade Bond Fund " | Other securities | — | — | $790K | 4.1% | |
| T ROWE PRICE RETIREMENT 2045 SA EMPOWER ANNUITY INSURANCE COMPANY · EIN 06-1050034 / PN 000 | Pooled Separate Account | — | — | $648K | 3.4% | |
| T ROWE PRICE RETIREMENT 2045 SA EMPOWER ANNUITY INSURANCE COMPANY · EIN 06-1050034 / PN 000 | Pooled Separate Account | — | — | $611K | 3.2% | |
| Invesco Growth & Income Fund " | Mutual Funds | — | — | $439K | 2.3% | |
| Oakmark Equity & Income Fund " | Other securities | — | — | $424K | 2.2% | |
| T ROWE PRICE RETIREMENT 2055 SA EMPOWER ANNUITY INSURANCE COMPANY · EIN 06-1050034 / PN 000 | Pooled Separate Account | — | — | $397K | 2.1% | |
| Touchstone Dividend Equity Fund " | Other securities | — | — | $344K | 1.8% | |
| Participant Loans (3.25% - 8.50%) - | Bonds / Notes | — | — | $301K | 1.6% | |
| T ROWE PRICE RETIREMENT 2035 SA EMPOWER ANNUITY INSURANCE COMPANY · EIN 06-1050034 / PN 000 | Pooled Separate Account | — | — | $297K | 1.5% | |
| T ROWE PRICE RETIREMENT 2025 SA EMPOWER ANNUITY INSURANCE COMPANY · EIN 06-1050034 / PN 000 | Pooled Separate Account | — | — | $287K | 1.5% | |
| Nomura Diversified Income Fund " | Other securities | — | — | $205K | 1.1% | |
| T ROWE PRICE RETIREMENT 2050 SA EMPOWER ANNUITY INSURANCE COMPANY · EIN 06-1050034 / PN 000 | Pooled Separate Account | — | — | $194K | 1.0% | |
| American Funds Capital World Bond Fund " | Mutual Funds | — | — | $85K | 0.4% | |
| Dreyfus Government Securities Cash Mgmt Fund " | Mutual Funds | — | — | $23K | 0.1% | |
| T ROWE PRICE RETIREMENT 2020 SA EMPOWER ANNUITY INSURANCE COMPANY · EIN 06-1050034 / PN 000 | Pooled Separate Account | — | — | $0 | <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 |
|---|---|---|---|---|---|
| NYLINK INSURANCE AGENCY INC | 13-3929029 | — | SHAREHOLDER SERVICE PROV | $0 | — |
