Roberto Acosta signed Jaros, BAUM & Bolles Consulting Engineers LLP's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Jaros, BAUM & Bolles Consulting Engineers LLP's EIN is 13-0884150.
Download the official 2024 Form 5500 (PDF) for Jaros, BAUM & Bolles Consulting Engineers LLP from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Jaros, BAUM & Bolles Consulting Engineers LLP's plan includes 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 |
|---|---|---|---|---|---|
| TRANSAMERICA RETIREMENT SOLUTIONS | 13-3689044 | — | RECORD KEEPER | $84K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| MORGAN STANLEY WEALTH MANAGEMENT | 13-2655998 | — | INVESTMENT ADVISORY | $80K | — |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| BlackRock iShares S&P 500 Index Investor A | Common Collective Trusts | — | — | $14.4M | 18.5% | |
| NYL Anchor (65) | Common Stocks | — | — | $8.5M | 10.9% | |
| Pioneer Fundamental Gr Y | Other securities | — | — | $6.2M | 7.9% | |
| American Funds American Funds American Mutual R4 | Mutual Funds | — | — | $5.7M | 7.3% | |
| BlackRock iShares Russell Mid-Cap Index Inv A | Other securities | — | — | $4.0M | 5.2% | |
| Victory Pioneer International Equity Y | Other securities | — | — | $3.9M | 5.0% | |
| T. Rowe Price T. Rowe Price Retirement 2045 Adv | Other securities | — | — | $3.8M | 4.8% | |
| American Funds American Funds Strategic Bond R4 | Mutual Funds | — | — | $3.4M | 4.3% | |
| T. Rowe Price T. Rowe Price Retirement 2055 Adv | Other securities | — | — | $3.2M | 4.1% | |
| Franklin Small Cap Value A | Mutual Funds | — | — | $2.9M | 3.7% | |
| T. Rowe Price T. Rowe Price Retirement 2060 Adv | Other securities | — | — | $2.8M | 3.6% | |
| Putnam Small Cap Growth Y | Mutual Funds | — | — | $2.6M | 3.3% | |
| JPMorgan Govt Bd R4 | U.S. Treasuries | — | — | $2.3M | 2.9% | |
| American Funds American Funds Balanced R4 | Mutual Funds | — | — | $2.1M | 2.7% | |
| Fidelity Select Health Care | Mutual Funds | — | — | $1.8M | 2.3% | |
| Cohen & Steers Cohen & Steers Estate Securities A | Other securities | — | — | $1.4M | 1.8% | |
| T. Rowe Price T. Rowe Price Retirement 2050 Adv | Other securities | — | — | $1.3M | 1.7% | |
| T. Rowe Price T. Rowe Price Retirement 2025 Adv | Other securities | — | — | $1.1M | 1.4% | |
| T. Rowe Price T. Rowe Price Retirement 2040 Adv | Other securities | — | — | $1.1M | 1.4% | |
| T. Rowe Price T. Rowe Price Retirement 2030 Adv | Other securities | — | — | $985K | 1.3% | |
| American Funds American Funds New World R4 | Mutual Funds | — | — | $887K | 1.1% | |
| T. Rowe Price T. Rowe Price Retirement 2020 Adv | Other securities | — | — | $809K | 1.0% | |
| T. Rowe Price T. Rowe Price Retirement 2065 Advisor | Other securities | — | — | $801K | 1.0% | |
| Notes Receivable From Participants Various interest rates from 4.25% - 9.50% | Bonds / Notes | — | — | $580K | 0.7% | |
| T. Rowe Price T. Rowe Price Retirement 2035 Adv | Other securities | — | — | $381K | 0.5% | |
| Cash and Equivalents - * State Street Bank & Trust Co. Cash Reserve Account | Cash / Money Market | — | — | $191K | 0.2% | |
| T. Rowe Price T. Rowe Price Retirement Balanced Adv | Other securities | — | — | $125K | 0.2% | |
| T. Rowe Price T. Rowe Price Retirement 2015 Adv | Other securities | — | — | $116K | 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 |
|---|---|---|---|---|---|
| NATIONAL FINANCIAL SERVICES | 04-3523567 | — | SECURITIES BROKER | $0 | — |
| MID ATLANTIC CAPITAL CORPORATION | 25-1409618 | — | SECURITIES BROKER | $0 | — |
