Mike Tibolet signed Jackson Therapy Partners LLC's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Jackson Therapy Partners LLC's EIN is 20-4430776.
Download the official 2024 Form 5500 (PDF) for Jackson Therapy Partners LLC from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Jackson Therapy Partners LLC's plan includes profit-sharing, a 401(k) feature, ERISA 404(c) participant direction, 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 | $53K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| MORNINGSTAR INVESTMENT MANAGEMENT L | 36-4317381 | — |
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 | |||||
|---|---|---|---|---|---|---|
| PIMCO RealPath Blend 2055 Institutional Fd Mutual Fund | Mutual Funds | — | — | $1.5M | 18.1% | |
| PIMCO RealPath Blend 2060 Institutional Fd Mutual Fund | Mutual Funds | — | — | $1.3M | 15.4% | |
| PIMCO RealPath Blend 2050 Institutional Fd Mutual Fund | Mutual Funds | — | — | $914K | 10.7% | |
| PIMCO RealPath Blend 2045 Institutional Fd Mutual Fund | Mutual Funds | — | — | $714K | 8.4% | |
| PIMCO RealPath Blend 2040 Institutional Fd Mutual Fund | Mutual Funds | — | — | $614K | 7.2% | |
| PIMCO RealPath Blend 2030 Institutional Fd Mutual Fund | Mutual Funds | — | — | $498K | 5.8% | |
| Fidelity 500 Index Fd Mutual Fund | Common Collective Trusts | — | — | $360K | 4.2% | |
| PIMCO RealPath Blend Income Institutional Fd Mutual Fund | Mutual Funds | — | — | $305K | 3.6% | |
| PIMCO RealPath Blend 2025 Institutional Fd Mutual Fund | Mutual Funds | — | — | $207K | 2.4% | |
| JP Morgan Large Cap Growth R6 Fd Mutual Fund | Other securities | — | — | $205K | 2.4% | |
| Fidelity Total Market Index Fd Mutual Fund | Common Collective Trusts | — | — | $130K | 1.5% | |
| PIMCO RealPath Blend 2065 Institutional Fd Mutual Fund | Mutual Funds | — | — | $127K | 1.5% | |
| Putnam Large Cap Value R6 Fd Mutual Fund | Mutual Funds | — | — | $99K | 1.2% | |
| T. Rowe Price Overseas Stock I Fd Mutual Fund | Other securities | — | — | $64K | 0.7% | |
| PIMCO Income Institutional Fd Mutual Fund | Mutual Funds | — | — | $47K | 0.6% | |
| American Funds Bond Fd of America R6 Fd Mutual Fund | Mutual Funds | — | — | $47K | 0.5% | |
| PRINCIPAL STABLE VALUE Z FUND PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 93-6274328 / PN 001 | Common Collective Trust | — | — | $43K | 0.5% | |
| JP Morgan Mid Cap Growth R6 Fd Mutual Fund | Other securities | — | — | $36K | 0.4% | |
| Fidelity Small Cap Index Fd Mutual Fund | Mutual Funds | — | — | $30K | 0.3% | |
| Principal MidCap Value I R6 Fd Mutual Fund | Other securities | — | — | $28K | 0.3% | |
| American Funds New World R6 Fd Mutual Fund | Mutual Funds | — | — | $25K | 0.3% | |
| T. Rowe Price Global Multi-Sector Bond I Fd Mutual Fund | Other securities | — | — | $24K | 0.3% | |
| Vanguard International Growth Admiral Fd Mutual Fund | Mutual Funds | — | — | $22K | 0.3% | |
| Fidelity Advisor Small Cap Growth Z Fd Mutual Fund | Mutual Funds | — | — | $20K | 0.2% | |
| Cohen & Steers Real Estate Securities Z Fd Mutual Fund | Other securities | — | — | $18K | 0.2% | |
| Undiscovered Managers Behavioral Value R6 Fd Mutual Fund | Other securities | — | — | $17K | 0.2% | |
| Fidelity US Bond Index Fd Mutual Fund | Mutual Funds | — | — | $15K | 0.2% | |
| Fidelity Global ex U.S. Index Fd Mutual Fund | Mutual Funds | — | — | $12K | 0.1% | |
| Franklin Income Advisor Fd Mutual Fund 7 American Funds American Balanced R6 Fd Mutual Fund | Mutual Funds | — | — | $11K | 0.1% | |
| Principal Fixed Income Guaranteed Option Guaranteed Investment Contract | Stable Value | — | — | $3K | <0.1% | |
| PRIN LGCP S&P 500 INDEX SA-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 016 | Pooled Separate Account | — | — | $0 | <0.1% | |
| PRIN LIFETIME HYBR 2025 CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 004 | Common Collective Trust | — | — | $0 | <0.1% | |
| PRIN LIFETIME HYBR 2040 CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 007 | Common Collective Trust | — | — | $0 | <0.1% | |
| PRIN LIFETIME HYBR 2045 CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 008 | Common Collective Trust | — | — | $0 | <0.1% | |
| PRIN LIFETIME HYBR 2055 CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 010 | Common Collective Trust | — | — | $0 | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| INV ADV PARTICIPANTS |
| $0 |
| — |
| RESOURCES INVESTMENT ADVISORS, LLC | 43-1451524 | — | INV ADV PARTICIPANTS | $0 | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| EGPS | 13-3180178 | — | CONTRACT ADMINISTRATOR | $23K | — |
| ORENDA RETIREMENT, LLC | 36-4877979 | — | CONTRACT ADMINISTRATOR | $12K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| WBL | 58-1460137 | — | ACCOUNTANT | $31K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| KILPATRICK | 58-0511774 | — | LEGAL | $6K | — |
