Mark Lopiparo signed Jacques Moret, Inc.'s 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Jacques Moret, Inc.'s EIN is 13-2812613.
Download the official 2024 Form 5500 (PDF) for Jacques Moret, Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Jacques Moret, Inc.'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.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| VOYA RETIREMENT ADVISORS, LLC | 02-0488491 | — | SERVICE PROVIDER | $18K | — |
| VOYA RETIREMENT INSURANCE AND ANNUI | 71-0294708 | — | SERVICE PROVIDER | $0 | — |
| Name | EIN | Location | Relation | Direct comp |
|---|
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 | |||||
|---|---|---|---|---|---|---|
| MAP CONTRACT SEPARATE ACCOUNT D VOYA RETIREMENT INSURANCE AND ANNUITY COMPANY SEPARATE ACCOUNT D · EIN 71-0294708 / PN 000 | Pooled Separate Account | — | — | $37.1M | 86.7% | |
| Vanguard 500 Index Fund Admiral Shares Pooled Separate Account | Pooled Separate Accounts | — | — | $9.3M | 21.7% | |
| Voya Money Market Fund A (Holding Account) Money Market Account ** 193 *JPMorgan Large Cap Growth Fund Class R6 Pooled Separate Account | Pooled Separate Accounts | — | — | $6.1M | 14.3% | |
| Voya Fixed Account Fixed Income Account | Other securities | — | — | $3.3M | 7.7% | |
| Voya Fixed Account A Fixed Income Account | Other securities | — | — | $2.3M | 5.3% | |
| American Funds New Perspective Funds Class R6 Pooled Separate Account | Pooled Separate Accounts | — | — | $2.2M | 5.2% | |
| T. Rowe Price Retirement 2035 Fund Class G Pooled Separate Account | Pooled Separate Accounts | — | — | $2.2M | 5.0% | |
| T. Rowe Price Retirement 2055 Fund Class G Pooled Separate Account | Pooled Separate Accounts | — | — | $1.6M | 3.8% | |
| T. Rowe Price Retirement 2040 Fund Class G Pooled Separate Account | Pooled Separate Accounts | — | — | $1.3M | 3.1% | |
| MFS International Diversification Fund Class R6 Pooled Separate Account | Pooled Separate Accounts | — | — | $1.2M | 2.9% | |
| T. Rowe Price Retirement 2045 Fund Class G Pooled Separate Account | Pooled Separate Accounts | — | — | $1.1M | 2.5% | |
| Federated Hermes Total Return Bond Fund Pooled Separate Account | Pooled Separate Accounts | — | — | $1.0M | 2.4% | |
| American Century Small Cap Growth Fund Class R6 Pooled Separate Account | Pooled Separate Accounts | — | — | $942K | 2.2% | |
| Allspring Special Mid Cap Value Fund Class R6 Pooled Separate Account | Pooled Separate Accounts | — | — | $920K | 2.1% | |
| American Funds American Balanced Fund Class R6 Pooled Separate Account | Pooled Separate Accounts | — | — | $910K | 2.1% | |
| T. Rowe Price Retirement 2020 Fund Class G Pooled Separate Account | Pooled Separate Accounts | — | — | $904K | 2.1% | |
| T. Rowe Price Retirement 2025 Fund Class G Pooled Separate Account | Pooled Separate Accounts | — | — | $847K | 2.0% | |
| PIMCO Real Return Fund Institutional Class Pooled Separate Account | Pooled Separate Accounts | — | — | $716K | 1.7% | |
| DFA U.S. Targeted Value Portfolio - Institutional Class Pooled Separate Account | Pooled Separate Accounts | — | — | $699K | 1.6% | |
| Vanguard Small-Cap Index Fund Admiral Shares Pooled Separate Account | Pooled Separate Accounts | — | — | $685K | 1.6% | |
| Vanguard Total International Stock Index Fund Admiral Shares Pooled Separate Account | Pooled Separate Accounts | — | — | $642K | 1.5% | |
| The Hartford Equity Income Fund Class R6 Pooled Separate Account | Pooled Separate Accounts | — | — | $613K | 1.4% | |
| PIMCO Income Fund Institutional Class Pooled Separate Account | Pooled Separate Accounts | — | — | $546K | 1.3% | |
| Vanguard Mid-Cap Index Fund Admiral Shares Pooled Separate Account | Pooled Separate Accounts | — | — | $499K | 1.2% | |
| T. Rowe Price Retirement 2060 Fund Class G Pooled Separate Account | Pooled Separate Accounts | — | — | $470K | 1.1% | |
| American Funds New World Fund Class R6 Pooled Separate Account | Pooled Separate Accounts | — | — | $340K | 0.8% | |
| T. Rowe Price Retirement 2050 Fund Class G Pooled Separate Account | Pooled Separate Accounts | — | — | $334K | 0.8% | |
| T. Rowe Price Retirement 2030 Fund Class G Pooled Separate Account | Pooled Separate Accounts | — | — | $321K | 0.7% | |
| Cohen & Steers Real Estate Securities Fund Inc. Class Z Pooled Separate Account | Pooled Separate Accounts | — | — | $138K | 0.3% | |
| due through 2029 0 | Other securities | — | — | $132K | 0.3% | |
| T. Rowe Price Retirement 2065 Fund Class G Pooled Separate Account | Pooled Separate Accounts | — | — | $23K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| Indirect comp |
|---|
| LAIKEN ASSOC INC | — | WHIPPANY, NJ | THIRD PARTY ADMINISTRATO | $0 | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| MORGAN STANLEY GLOBAL BANKING OP | 36-3145972 | — | SERVICE PROVIDER | $50K | — |
| FRENDEL BROWN WEISSMAN, LLP | 13-2907212 | — | SERVICE PROVIDER | $35K | — |
| LAIKEN ASSOCIATES INC. | 13-1980835 | — | SERVICE PROVIDER | $10K | — |
