Jennifer Andrews signed Refac Optical Group's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Refac Optical Group's EIN is 13-1681234.
Download the official 2024 Form 5500 (PDF) for Refac Optical Group from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Refac Optical Group'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 |
|---|---|---|---|---|---|
| USI CONSULTING GROUP | 06-1053228 | — | N/A | $36K | — |
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.
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| JPMorgan Funds | Other securities | — | — | $4.7M | 21.1% | |
| Vanguard Funds | Mutual Funds | — | — | $2.6M | 11.5% | |
| JPMorgan Funds | Other securities | — | — | $2.0M | 8.9% | |
| Pioneer Investments | Other securities | — | — | $1.9M | 8.5% | |
| MORLEY STABLE VALUE III PRINCIPAL GLOBAL INVESTORS TRUST · EIN 93-6274329 / PN 001 | Common Collective Trust | — | — | $1.6M | 7.4% | |
| JPMorgan Funds | Other securities | — | — | $1.6M | 7.0% | |
| JPMorgan Funds | Other securities | — | — | $1.2M | 5.3% | |
| JPMorgan Funds | Other securities | — | — | $813K | 3.7% | |
| Victory Funds | Other securities | — | — | $765K | 3.4% | |
| Goldman Sachs Funds | Other securities | — | — | $639K | 2.9% | |
| JPMorgan Funds | Other securities | — | — | $525K | 2.4% | |
| JPMorgan Funds | Other securities | — | — | $465K | 2.1% | |
| Touchstone Funds | Other securities | — | — | $407K | 1.8% | |
| Fidelity Investments | Mutual Funds | — | — | $398K | 1.8% | |
| Vanguard Funds | Mutual Funds | — | — | $331K | 1.5% | |
| Western Asset | Other securities | — | — | $262K | 1.2% | |
| JPMorgan Funds | Other securities | — | — | $224K | 1.0% | |
| Participant Loans | Participant loans | — | — | $182K | 0.8% | |
| JPMorgan Funds | Other securities | — | — | $168K | 0.8% | |
| Goldman Sachs Funds | Other securities | — | — | $152K | 0.7% | |
| JPMorgan Funds | Other securities | — | — | $141K | 0.6% | |
| JPMorgan Funds | Other securities | — | — | $119K | 0.5% | |
| Goldman Sachs Funds | Other securities | — | — | $111K | 0.5% | |
| Delaware Ivy Funds | Other securities | — | — | $109K | 0.5% | |
| Wilmington Trust MetLife Annuity | Other securities | — | — | $98K | 0.4% | |
| METLIFE STABLE VALUE BNY MELLON · EIN 97-1803101 / PN 001 | Common Collective Trust | — | — | $98K | 0.4% | |
| BNY Mellon Funds | Other securities | — | — | $85K | 0.4% | |
| Goldman Sachs Funds | Other securities | — | — | $77K | 0.3% | |
| MFS Funds | Mutual Funds | — | — | $77K | 0.3% | |
| Pioneer Investments | Other securities | — | — | $68K | 0.3% | |
| Vanguard Funds | Mutual Funds | — | — | $61K | 0.3% | |
| Metropolitan West Funds | Other securities | — | — | $49K | 0.2% | |
| Voya Funds | Other securities | — | — | $45K | 0.2% | |
| Pioneer Investments | Other securities | — | — | $39K | 0.2% | |
| Columbia Funds | Other securities | — | — | $39K | 0.2% | |
| JPMorgan Funds | Other securities | — | — | $39K | 0.2% | |
| Pioneer Investments | Other securities | — | — | $39K | 0.2% | |
| PIMCO Funds | Mutual Funds | — | — | $39K | 0.2% | |
| Invesco Funds | Mutual Funds | — | — | $39K | 0.2% | |
| BNY Mellon Funds | Other securities | — | — | $39K | 0.2% | |
| Forfeiture Fund | Other securities | — | — | $37K | 0.2% | |
| Vanguard Funds | Mutual Funds | — | — | $32K | 0.1% | |
| Vanguard Funds | Mutual Funds | — | — | $17K | <0.1% | |
| JPMorgan Funds | Other securities | — | — | $16K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
