Corey Martin signed Jones-Hamilton Co.'s 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Jones-Hamilton Co.'s EIN is 20-3745300.
Download the official 2024 Form 5500 (PDF) for Jones-Hamilton Co. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Jones-Hamilton Co.'s plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA).
Holdings are itemized directly on this plan's Schedule of Assets, below.
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 | |||||
|---|---|---|---|---|---|---|
| T Rowe Price Retirement 2035 | Mutual Funds | — | — | $1.1M | 14.4% | |
| T Rowe Price Retirement 2030 | Mutual Funds | — | — | $853K | 11.7% | |
| T Rowe Price Retirement 2025 | Mutual Funds | — | — | $512K | 7.0% | |
| PUTNAM STABLE VALUE FUND PUTNAM FIDUCIARY TRUST COMPANY · EIN 04-3159710 / PN 202 | Common Collective Trust | — | — | $510K | 7.0% | |
| American Funds Bond Fund of America | Mutual Funds | — | — | $482K | 6.6% | |
| T Rowe Price Retirement 2040 | Mutual Funds | — | — | $355K | 4.9% | |
| T Rowe Price Retirement 2060 | Mutual Funds | — | — | $279K | 3.8% | |
| MFS Core Equity | Mutual Funds | — | — | $258K | 3.6% | |
| MFS International Equity | Mutual Funds | — | — | $256K | 3.5% | |
| Participants Participant Loans Rates from 5.25% to 10.50% - | Bonds / Notes | — | — | $243K | 3.3% | |
| Vanguard 500 Index | Common Collective Trusts | — | — | $231K | 3.2% | |
| Vanguard Balanced Index | Mutual Funds | — | — | $225K | 3.1% | |
| Vanguard Growth Index | Mutual Funds | — | — | $183K | 2.5% | |
| Vanguard Mid Cap Index | Mutual Funds | — | — | $153K | 2.1% | |
| JP Morgan Growth Advantage | Other securities | — | — | $148K | 2.0% | |
| Vanguard Value Index | Mutual Funds | — | — | $141K | 1.9% | |
| Vanguard Total Intl Stock Index | Mutual Funds | — | — | $138K | 1.9% | |
| MFS Mid Cap Value | Mutual Funds | — | — | $114K | 1.6% | |
| Carillon Eagle Mid Cap Growth | Other securities | — | — | $112K | 1.5% | |
| T Rowe Price Retirement 2055 | Mutual Funds | — | — | $105K | 1.4% | |
| JP Morgan US Value | Other securities | — | — | $102K | 1.4% | |
| T Rowe Price Retirement 2020 | Mutual Funds | — | — | $85K | 1.2% | |
| American Century Small Cap Value Fund | Other securities | — | — | $61K | 0.8% | |
| Vanguard Small Cap Index | Mutual Funds | — | — | $59K | 0.8% | |
| T Rowe Price Retirement 2050 | Mutual Funds | — | — | $59K | 0.8% | |
| Fidelity Advisor Small Cap Growth | Mutual Funds | — | — | $54K | 0.7% | |
| T Rowe Price Retirement 2045 | Mutual Funds | — | — | $50K | 0.7% | |
| Cohen & Steers Instl Realty Shares | Other securities | — | — | $4K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
