David M. Fisher signed The James Monroe Wire & Cable Corp.'s 2023 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
The James Monroe Wire & Cable Corp.'s EIN is 04-2472856.
Download the official 2023 Form 5500 (PDF) for The James Monroe Wire & Cable Corp. from the U.S. Department of Labor's EFAST2 system.
Download the official 2023 Form 5500 (PDF)The James Monroe Wire & Cable Corp.'s plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature.
Holdings are itemized directly on this plan's Schedule of Assets, below.
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| Retirement Cash Account Money Market | Cash / Money Market | — | — | $2.1M | 19.3% | |
| Harbor Capital Appreciation Mutual Funds | Other securities | — | — | $1.9M | 17.4% | |
| Vanguard 500 Index Admiral Shs Mutual Funds | Common Collective Trusts | — | — | $1.0M | 9.2% | |
| MFS Value Fund R5 Mutual Funds | Mutual Funds | — | — | $490K | 4.4% | |
| American Funds Balanced Fd R6 Mutual Funds | Mutual Funds | — | — | $463K | 4.2% | |
| Vanguard Mid-Cap Index Adm Shs Mutual Funds | Mutual Funds | — | — | $443K | 4.0% | |
| BNY Mellon Global Equity Inc Mutual Funds | Common Stocks | — | — | $434K | 3.9% | |
| Amer Funds Trgt Date Ret 2020 Mutual Funds | Other securities | — | — | $433K | 3.9% | |
| Amer Funds Trgt Date Ret 2040 Mutual Funds | Other securities | — | — | $410K | 3.7% | |
| Amer Funds Trgt Date Ret 2010 Mutual Funds | Other securities | — | — | $387K | 3.5% | |
| Amer Funds Trgt Date Ret 2030 Mutual Funds | Other securities | — | — | $333K | 3.0% | |
| Vanguard Small Cap Index Adm Mutual Funds | Mutual Funds | — | — | $304K | 2.8% | |
| Vanguard FTSE ALL-WLD X-US IDX Mutual Funds | Common Collective Trusts | — | — | $294K | 2.7% | |
| Loan Fund Interest rates from 3.25% to 9.50% | Bonds / Notes | — | — | $267K | 2.4% | |
| Vanguard Growth Index Mutual Funds | Mutual Funds | — | — | $252K | 2.3% | |
| American Cent Infl-Adj Bond Fd Mutual Funds | Other securities | — | — | $250K | 2.3% | |
| Baird Aggregate Bond Fund Mutual Funds | Other securities | — | — | $242K | 2.2% | |
| Thornburg Strategic Income R6 Mutual Funds | Other securities | — | — | $229K | 2.1% | |
| DFA US Targeted Value Fund I Mutual Funds | Mutual Funds | — | — | $122K | 1.1% | |
| Amer Funds Trgt Date Ret 2050 Mutual Funds | Other securities | — | — | $111K | 1.0% | |
| DFA Emerging Markets Fund I Mutual Funds | Mutual Funds | — | — | $100K | 0.9% | |
| Amer Funds Trgt Date Ret 2035 Mutual Funds | Other securities | — | — | $96K | 0.9% | |
| American Cent Sm Cap Growth Mutual Funds | Other securities | — | — | $86K | 0.8% | |
| Vanguard Short Term Inv Grade Mutual Funds | Mutual Funds | — | — | $73K | 0.7% | |
| Amer Funds Trgt Date Ret 2045 Mutual Funds | Other securities | — | — | $61K | 0.6% | |
| Amer Funds Trgt Date Ret 2055 Mutual Funds | Other securities | — | — | $34K | 0.3% | |
| BNY Mellon Develop Mkts RE Scs Mutual Funds | Other securities | — | — | $28K | 0.3% | |
| Amer Funds Trgt Date Ret 2015 Mutual Funds 946 Amer Funds Trgt Date Ret 2025 Mutual Funds | Other securities | — | — | $4K | <0.1% | |
| Amer Funds Trgt Date Ret 2060 Mutual Funds | Other securities | — | — | $3K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
