Sheryl Carbone signed Hampton Jitney, Inc.'s 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Hampton Jitney, Inc.'s EIN is 11-2330835.
Download the official 2024 Form 5500 (PDF) for Hampton Jitney, Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Hampton Jitney, Inc.'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 |
|---|---|---|---|---|---|
| PRINCIPAL LIFE INSURANCE COMPANY | 42-0127290 | — | CONTRACT ADMINISTRATOR | $47K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| PARK AVENUE SECURITIES | 13-4023176 | — | INVESTMENT ADVISORY | $0 | — |
| WILSHIRE ADVISORS LLC |
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.
| 95-2755361 |
| — |
| INVESTMENT ADVISORY |
| $0 |
| — |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| Principal Life Insurance Co. Guaranteed Option Investment Contract - | Common Stocks | — | — | $2.0M | 18.4% | |
| Vanguard Group Vanguard 500 Index Admiral Fd - | Common Collective Trusts | — | — | $1.1M | 10.2% | |
| Capital Research and Mgmt Co American Funds NewWorld R6 - 42 PIMCO Stocks Plus Intl I Fund - 41 Vanguard Group Vanguard Intl Growth Adm Fd - | Mutual Funds | — | — | $776K | 7.3% | |
| Vanguard Group Vanguard Int-Tm Bd Idx Adm Fd - | Common Collective Trusts | — | — | $709K | 6.6% | |
| Vanguard Group Vanguard LT Inv-Grade Bond Adm Fd - 1 Western Asset Mgmt Co. Western Asset Core Bond IS Fd - | Mutual Funds | — | — | $705K | 6.6% | |
| Fidelity Mgmt & Research Fidelity Advanced Growth Opp Z Fd - | Mutual Funds | — | — | $690K | 6.4% | |
| Management Inc. Delaware Mgmt Company Macquarie Small Cap Value R6 Fund - 26 Vanguard Group Vanguard Value Index Adm Fund - | Mutual Funds | — | — | $627K | 5.9% | |
| Vanguard Group Vanguard Sm Cap Val Idx Adm Fd - | Common Collective Trusts | — | — | $500K | 4.7% | |
| PRIN BLUE CHIP SA-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 133 | Pooled Separate Account | — | — | $456K | 4.3% | |
| Vanguard Group Vanguard MidCp Grth Idx Adm Fd - | Common Collective Trusts | — | — | $437K | 4.1% | |
| JPMorgan Investment JP Morgan Equity Income R6 Fd - | Other securities | — | — | $390K | 3.6% | |
| Vanguard Group Vanguard Intl Value Inv Fund - | Mutual Funds | — | — | $384K | 3.6% | |
| Notes Receivable from Interest rates ranging from 4.25% to - | Bonds / Notes | — | — | $360K | 3.4% | |
| PIMCO Global Adv Strat Bnd I Fd - 6 PIMCO Long-Term Credit Inst Fd - 2 Vanguard Group Vanguard Hi-Yld Corp Adm Fund - | Mutual Funds | — | — | $336K | 3.1% | |
| Hartford Mutual Funds Hartford Core Equity R6 Fund - | Other securities | — | — | $318K | 3.0% | |
| Vanguard Group Vanguard Mid Cap Val Idx Adm Fd - | Common Collective Trusts | — | — | $157K | 1.5% | |
| Vanguard Group Vanguard Target Retirement 2040 Fd - | Mutual Funds | — | — | $120K | 1.1% | |
| Vanguard Group Vanguard Target Retirement 2035 Fd - | Mutual Funds | — | — | $117K | 1.1% | |
| Fidelity Mgmt & Research Fidelity Mid Cap Index Fund - | Common Collective Trusts | — | — | $114K | 1.1% | |
| Principal Global Investors SmallCap Growth I Sep Acct + - 27 * Principal Global Investors SmallCap S&P 600 SA+ - | Pooled Separate Accounts | — | — | $110K | 1.0% | |
| PRIN SMCAP S&P 600 INDEX SA-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 028 | Pooled Separate Account | — | — | $110K | 1.0% | |
| John Hancock Advisors LLC John Hancock Disc Val MC R6 Rd - 46 Vanguard Group Vanguard Explorer Admiral Fund - | Mutual Funds | — | — | $103K | 1.0% | |
| Brown Advisory Brown Advisory Sustainable Grth I Fd - | Other securities | — | — | $72K | 0.7% | |
| Vanguard Group Vanguard Target Retirement 2050 Fd - | Mutual Funds | — | — | $46K | 0.4% | |
| Vanguard Group Vanguard Target Retirement 2020 Fd - 27 Vanguard Group Vanguard Target Retirement 2030 Fd - | Mutual Funds | — | — | $36K | 0.3% | |
| (E) | Other securities | — | — | $36K | 0.3% | |
| BlackRock Advisors, LLC BlackRock MidCap Growth Eq K Fd - | Other securities | — | — | $35K | 0.3% | |
| Dimensional Fund Advisors DFA Real Estate Secs I Fd - 26 Federated Investment Mgmt Fed Hrmes Kaufmann Sm Cp R6 Fd - | Mutual Funds | — | — | $33K | 0.3% | |
| Vanguard Group Vanguard Target Retirement 2055 Fd - | Mutual Funds | — | — | $7K | <0.1% | |
| Vanguard Group Vanguard Target Retirement 2065 Fd - | Mutual Funds | — | — | $4K | <0.1% | |
| PRIN SMCAP GROWTH I SEP ACCT-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 070 | Pooled Separate Account | — | — | $27 | <0.1% |
