HALI Smith signed Jetco Delivery, LLC's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Jetco Delivery, LLC's EIN is 20-4272510.
Download the official 2024 Form 5500 (PDF) for Jetco Delivery, LLC from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Jetco Delivery, LLC's plan includes ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA), profit-sharing.
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| FIDELITY INVESTMENTS INSTITUTIONAL | 04-2647786 | — | RECORDKEEPER | $19K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| SAGEVIEW ADVISORY GROUP LLC | 33-0818667 | — | ADVISOR | $18K | — |
| Provider | Nondisclosure info |
|---|---|
| — | — |
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 | |||||
|---|---|---|---|---|---|---|
| SCHWAB IDX RET 2040 SCHWAB ASSET MANAGEMENT · EIN 81-0625169 / PN 017 | Common Collective Trust | — | — | $611K | 15.2% | |
| SCHWAB IDX RET 2045 SCHWAB ASSET MANAGEMENT · EIN 81-0625169 / PN 018 | Common Collective Trust | — | — | $606K | 15.0% | |
| SCHWAB IDX RET 2035 SCHWAB ASSET MANAGEMENT · EIN 81-0625169 / PN 016 | Common Collective Trust | — | — | $515K | 12.8% | |
| SCHWAB IDX RET 2050 SCHWAB ASSET MANAGEMENT · EIN 81-0625169 / PN 019 | Common Collective Trust | — | — | $488K | 12.1% | |
| SCHWAB IDX RET 2030 SCHWAB ASSET MANAGEMENT · EIN 81-0625169 / PN 015 | Common Collective Trust | — | — | $421K | 10.5% | |
| SCHWAB IDX RET 2055 SCHWAB ASSET MANAGEMENT · EIN 81-0625169 / PN 021 | Common Collective Trust | — | — | $368K | 9.1% | |
| CT STABLE INC I-0 AMERIPRISE TRUST COMPANY · EIN 41-0007957 / PN 060 | Common Collective Trust | — | — | $217K | 5.4% | |
| Notes receivable from participants Interest rates ranging from 5.25% to 10.5% - | Bonds / Notes | — | — | $197K | 4.9% | |
| SCHWAB IDX RET 2025 SCHWAB ASSET MANAGEMENT · EIN 81-0625169 / PN 014 | Common Collective Trust | — | — | $135K | 3.4% | |
| SCHWAB IDX RET 2060 SCHWAB ASSET MANAGEMENT · EIN 81-0625169 / PN 023 | Common Collective Trust | — | — | $96K | 2.4% | |
| Fidelity 500 Index | Common Collective Trusts | — | — | $75K | 1.9% | |
| SCHWAB IDX RET 2065 SCHWAB ASSET MANAGEMENT · EIN 81-0625169 / PN 024 | Common Collective Trust | — | — | $72K | 1.8% | |
| SCHWAB IDX RET 2010 SCHWAB ASSET MANAGEMENT · EIN 81-0625169 / PN 011 | Common Collective Trust | — | — | $63K | 1.6% | |
| American Century American Century Growth R6 Fund | Other securities | — | — | $42K | 1.0% | |
| Fidelity Mid Cap Index | Mutual Funds | — | — | $25K | 0.6% | |
| Franklin Templeton/Putnam Putnam Large Cap Value R6 | Mutual Funds | — | — | $14K | 0.4% | |
| MFS New Discovery Value R6 Fund | Mutual Funds | — | — | $13K | 0.3% | |
| Fidelity Small Cap Index | Mutual Funds | — | — | $13K | 0.3% | |
| Macquarie Asset Management Macquarie Mid Cap Growth R6 Fund | Other securities | — | — | $11K | 0.3% | |
| Janus Henderson Investors Janus Henderson Triton N Fund | Mutual Funds | — | — | $9K | 0.2% | |
| J.P. Morgan JPMorgan Core Bond R6 | Other securities | — | — | $8K | 0.2% | |
| Vanguard Total Bond Market Index Admin | Mutual Funds | — | — | $8K | 0.2% | |
| MFS International Intrinsic Value R6 | Mutual Funds | — | — | $6K | 0.2% | |
| Fidelity Total International Index | Mutual Funds | — | — | $4K | 0.1% | |
| MFS Mid Cap Value R6 Fund | Mutual Funds | — | — | $4K | 0.1% | |
| Fidelity Real Estate Index | Mutual Funds | — | — | $4K | <0.1% | |
| SCHWAB IDX RET 2020 SCHWAB ASSET MANAGEMENT · EIN 81-0625169 / PN 013 | Common Collective Trust | — | — | $1K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
