Susanne Ponto signed JSP International Group, Ltd.'s 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
JSP International Group, Ltd.'s EIN is 13-3308754.
Download the official 2024 Form 5500 (PDF) for JSP International Group, Ltd. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)JSP International Group, Ltd.'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 | $99K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| CBIZ INVESTMENT ADVISORY SERVICES, | 81-3968784 | — | INVESTMENT ADVISORY | $118K | — |
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 | |||||
|---|---|---|---|---|---|---|
| MFS Growth A Fund | Mutual Funds | — | — | $10.1M | 13.1% | |
| MFS Core Equity Fund | Mutual Funds | — | — | $6.4M | 8.2% | |
| Vanguard 500 Index Fund | Common Collective Trusts | — | — | $5.1M | 6.6% | |
| Capital Research and Mgmt Co Am Fds AM Balance R4 Fund | Common Stocks | — | — | $4.4M | 5.7% | |
| T. Rowe Price Retirement 2035 Fund | Other securities | — | — | $4.3M | 5.5% | |
| Value Line Select Growth Fund | Other securities | — | — | $4.0M | 5.2% | |
| MORLEY STABLE VALUE VI FUND PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 93-6274329 / PN 001 | Common Collective Trust | — | — | $3.8M | 4.9% | |
| Baron Growth Retail Fund | Other securities | — | — | $3.4M | 4.4% | |
| T. Rowe Price Retirement 2030 Fund | Other securities | — | — | $3.3M | 4.2% | |
| Vanguard Mid Cap Index Fund | Common Collective Trusts | — | — | $3.1M | 4.0% | |
| T. Rowe Price Retirement 2040 Fund | Other securities | — | — | $2.8M | 3.6% | |
| T. Rowe Price Retirement 2045 Fund | Other securities | — | — | $2.7M | 3.5% | |
| T. Rowe Price Retirement 2050 Fund | Other securities | — | — | $2.7M | 3.4% | |
| Columbia Dividend Income Advisor Class | Other securities | — | — | $2.6M | 3.4% | |
| T. Rowe Price Retirement 2055 Fund | Other securities | — | — | $2.5M | 3.3% | |
| Vanguard Small Cap Index | Mutual Funds | — | — | $2.5M | 3.2% | |
| Fidelity Advisor Total Bond Fund | Mutual Funds | — | — | $2.2M | 2.8% | |
| T. Rowe Price Retirement 2025 Fund | Other securities | — | — | $2.1M | 2.7% | |
| Participant loans Interest rates ranging from 4.25% to 10.25% | Bonds / Notes | — | — | $1.5M | 2.0% | |
| T. Rowe Price Overseas Stock I | Other securities | — | — | $1.5M | 1.9% | |
| MFS Mid Cap Value R3 Fund | Mutual Funds | — | — | $1.4M | 1.8% | |
| T. Rowe Price Retirement 2005 Fund | Other securities | — | — | $1.3M | 1.6% | |
| T. Rowe Price Retirement 2020 Fund | Other securities | — | — | $783K | 1.0% | |
| Vanguard International Growth | Mutual Funds | — | — | $783K | 1.0% | |
| Allspring Small Co Value A | Common Stocks | — | — | $595K | 0.8% | |
| T. Rowe Price Retirement 2060 Fund | Other securities | — | — | $595K | 0.8% | |
| Putnam Investment Mgmt Co. Small Cap Growth Fund | Mutual Funds | — | — | $570K | 0.7% | |
| T. Rowe Price Retirement 2010 Fund 43 T. Rowe Price Retirement 2015 Fund | Other securities | — | — | $129K | 0.2% | |
| T. Rowe Price Retirement 2065 Fund | Other securities | — | — | $83K | 0.1% | |
| (E) | Other securities | — | — | $83K | 0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
