Jabian, LLC's EIN is 20-4276524.
Download the official 2024 Form 5500 (PDF) for Jabian, LLC from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Jabian, LLC'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.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| EMPOWER ANNUITY INS CO OF AMERICA | — | GREENWOOD VILLAGE, CO | RECORDKEEPER | $24K | — |
| ASCENSUS HOLDINGS INC DBA FP ADMIN | — | SAN DIEGO, CA | CONTRACT ADMIN | $6K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
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.
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| RESOURCES INVESTMENT ADVISORS, LLC |
| — |
| OVERLAND PARK, KS |
| INVESTMENT MGMT |
| $4K |
| — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| ONEDIGITAL INVESTMENT ADVISORS LLC | — | DALLAS, TX | INVESTMENT ADVISOR | $46K | — |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| American Century American Century Ultra R6 | Mutual Funds | — | — | $3.3M | 14.6% | |
| Fidelity 500 Index | Common Collective Trusts | — | — | $3.2M | 14.1% | |
| Black Rock Blackrock Lifepath Index 2045 K | Other securities | — | — | $2.5M | 11.3% | |
| Black Rock Blackrock Lifepath Index 2055 K | Other securities | — | — | $1.5M | 6.7% | |
| Fidelity Total Bond K6 | Mutual Funds | — | — | $1.1M | 4.9% | |
| Putnam Large Cap Value R6 | Mutual Funds | — | — | $1.0M | 4.6% | |
| American Funds American Funds New Perspective R6 | Mutual Funds | — | — | $989K | 4.4% | |
| Fidelity Mid Cap Index | Mutual Funds | — | — | $892K | 4.0% | |
| Fidelity Small Cap Index | Mutual Funds | — | — | $812K | 3.6% | |
| Unallocated contract * Empower Annuity Insurance Company Key Guaranteed Portfolio Fund | Common Stocks | — | — | $654K | 2.9% | |
| Fidelity Global Ex Us Index | Mutual Funds | — | — | $652K | 2.9% | |
| MFS International Growth R6 | Mutual Funds | — | — | $626K | 2.8% | |
| AM1 DOMESTIC EQUITY CLASS 1 ALTA TRUST · EIN 99-0743104 / PN 001 | Common Collective Trust | — | — | $530K | 2.4% | |
| Macquarie Small Cap Value R6 | Other securities | — | — | $474K | 2.1% | |
| MFS Mid Cap Value R6 | Mutual Funds | — | — | $446K | 2.0% | |
| Goldman Sachs Goldman Sachs Em Mkts Eq Insghts R6 | Other securities | — | — | $334K | 1.5% | |
| Invesco Discovery Mid Cap Growth R6 | Mutual Funds | — | — | $334K | 1.5% | |
| Black Rock Blackrock Lifepath Index 2035 K | Other securities | — | — | $305K | 1.4% | |
| American Century American Century Global Real Estate R6 | Other securities | — | — | $297K | 1.3% | |
| Black Rock Blackrock High Yield Bond Portfolio K | Other securities | — | — | $290K | 1.3% | |
| Black Rock Blackrock Lifepath Index 2040 K | Other securities | — | — | $269K | 1.2% | |
| Franklin Utilities R6 | Mutual Funds | — | — | $234K | 1.0% | |
| Alliance Bernstein AB Small Cap Growth Z | Other securities | — | — | $225K | 1.0% | |
| PIMCO Int Bond (Usd-Hedged) Instl | U.S. Treasuries | — | — | $211K | 0.9% | |
| Black Rock Blackrock Lifepath Index 2065 K | Other securities | — | — | $205K | 0.9% | |
| AM1 INTERNATIONAL EQUITY CLASS 1 ALTA TRUST · EIN 99-0743245 / PN 001 | Common Collective Trust | — | — | $190K | 0.8% | |
| AM1 CORE FIXED INCOME CLASS 1 ALTA TRUST · EIN 83-2064950 / PN 001 | Common Collective Trust | — | — | $132K | 0.6% | |
| Black Rock Blackrock Lifepath Index 2060 K | Other securities | — | — | $112K | 0.5% | |
| * Notes receivable from participants - 9.00% to 9.50% | Bonds / Notes | — | — | $111K | 0.5% | |
| Cash-forfeitures | Cash / Money Market | — | — | $87K | 0.4% | |
| Parnassus Value Equity Institutional | Other securities | — | — | $83K | 0.4% | |
| PIMCO Real Return Instl | Mutual Funds | — | — | $72K | 0.3% | |
| Putnam International Value R6 | Mutual Funds | — | — | $62K | 0.3% | |
| AM1 PORTFOLIO DIVERSIFIERS CLASS 1 ALTA TRUST · EIN 99-0817374 / PN 001 | Common Collective Trust | — | — | $59K | 0.3% | |
| Black Rock Blackrock Lifepath Index Retirement K | Other securities | — | — | $56K | 0.2% | |
| AM1 INCOME CLASS 1 ALTA TRUST · EIN 99-0817300 / PN 001 | Common Collective Trust | — | — | $45K | 0.2% | |
| Black Rock Blackrock Lifepath Index 2050 K | Other securities | — | — | $45K | 0.2% | |
| Cohen & Steers Cohen & Steers Real Estate Securities Z | Other securities | — | — | $5K | <0.1% | |
| Black Rock Blackrock Lifepath Index 2030 K | Other securities | — | — | $1K | <0.1% | |
| RESOURCES DIVERSIFIED EQUITY ALTA TRUST · EIN 83-2060613 / PN 001 | Common Collective Trust | — | — | $0 | <0.1% | |
| RESOURCES DIVERSIFIED RISK MIT ALTA TRUST · EIN 83-2080943 / PN 001 | Common Collective Trust | — | — | $0 | <0.1% |
