Sasha Dean signed JRM Construction Management, LLC's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
JRM Construction Management, LLC's EIN is 20-8783504.
Download the official 2024 Form 5500 (PDF) for JRM Construction Management, LLC from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)JRM Construction Management, LLC's plan includes ERISA 404(c) participant direction, profit-sharing, 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 |
|---|---|---|---|---|---|
| FIDELITY INVESTMENTS INSTITUTIONAL | 04-2647786 | — | RECORDKEEPER | $48K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| MML INVESTOR SERVICES LLC | 04-1590850 | — | ADVISOR | $43K | — |
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.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| ASSOCIATED PENSION CONSULTANTS INC | — | MELVILLE, NY | THIRD PARTY ADMINISTRATOR | $0 | — |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| FLEXFIT+MOD 2055 R1 GREAT GRAY TRUST COMPANY · EIN 82-2146204 / PN 336 | Common Collective Trust | — | — | $9.8M | 18.2% | |
| FLEXFIT+MOD 2045 R1 GREAT GRAY TRUST COMPANY · EIN 82-2162748 / PN 335 | Common Collective Trust | — | — | $7.9M | 14.8% | |
| FLEXFIT+MOD RET R1 GREAT GRAY TRUST COMPANY · EIN 82-2217685 / PN 332 | Common Collective Trust | — | — | $6.3M | 11.8% | |
| The Vanguard Group VANG LIFEST GROWTH | Mutual Funds | — | — | $4.0M | 7.5% | |
| The Vanguard Group VANG 500 INDEX ADM | Common Collective Trusts | — | — | $4.0M | 7.5% | |
| FLEXFIT+MOD 2035 R1 GREAT GRAY TRUST COMPANY · EIN 82-2170541 / PN 334 | Common Collective Trust | — | — | $3.3M | 6.2% | |
| The Vanguard Group VANG LIFEST MOD GRTH | Mutual Funds | — | — | $2.5M | 4.6% | |
| AllianceBernstein L.P. AB LG CAP GRTH Z | Other securities | — | — | $2.1M | 3.9% | |
| The Vanguard Group VANG LIFEST CON GRTH | Mutual Funds | — | — | $1.2M | 2.3% | |
| American Beacon Advisors ABF LG CAP VAL R5 | Other securities | — | — | $1.2M | 2.2% | |
| Capital Group AF BALANCED R6 | Common Stocks | — | — | $838K | 1.6% | |
| Fidelity Investments FID GOVT MMKT ** 67 * Fidelity Investments FID GOVT MMKT K6 | Mutual Funds | — | — | $755K | 1.4% | |
| FLEXFIT+MOD 2065 R1 GREAT GRAY TRUST COMPANY, LLC · EIN 38-7275342 / PN 001 | Common Collective Trust | — | — | $727K | 1.4% | |
| Voya Retirement Insurance & Annuity Co Voya Fixed Account | Common Stocks | — | — | $723K | 1.3% | |
| JPMorgan JPM US EQUITY R6 | Other securities | — | — | $714K | 1.3% | |
| The Vanguard Group VANG MIDCAP IDX ADM | Common Collective Trusts | — | — | $698K | 1.3% | |
| Participant Loans Interest rate at 4.75% to 10% per annum | Bonds / Notes | — | — | $613K | 1.1% | |
| FLEXFIT+AGGR 2055 R1 GREAT GRAY TRUST COMPANY · EIN 82-2114992 / PN 341 | Common Collective Trust | — | — | $507K | 0.9% | |
| The Vanguard Group VANG SM CAP IDX ADM | Common Collective Trusts | — | — | $499K | 0.9% | |
| PGIM HIGH YIELD R6 | Other securities | — | — | $483K | 0.9% | |
| Eaton Vance EV AC SMID CAP R6 | Other securities | — | — | $482K | 0.9% | |
| VOYA Retirement Insurance & Annuity Co VOYA INTERM BOND R6 | Common Stocks | — | — | $454K | 0.8% | |
| The Vanguard Group VANG TOT INTL STK AD | Mutual Funds | — | — | $454K | 0.8% | |
| Capital Group AF NEW PERSPECT R6 | Common Stocks | — | — | $416K | 0.8% | |
| MFS Investment Management MFS INTL GROWTH R6 | Mutual Funds | — | — | $304K | 0.6% | |
| Victory Capital Holdings, Inc. VICTORY S EST VAL R6 | Common Stocks | — | — | $290K | 0.5% | |
| AllianceBernstein L.P. AB GLOBAL BOND Z | Other securities | — | — | $275K | 0.5% | |
| ClearBridge Investments CBA SM CAP GR IS | Other securities | — | — | $263K | 0.5% | |
| Frank lin Templeton Investments FKLN SM CAP VALUE R6 | Mutual Funds | — | — | $249K | 0.5% | |
| Divisional Fund Advisors, L.P. DFA REAL EST SEC I | Mutual Funds | — | — | $170K | 0.3% | |
| Lincoln National Corporation LINCOLN STABLE VALUE | Stable Value | — | — | $141K | 0.3% | |
| Divisional Fund Advisors, L.P. DFA INF PRT SEC PORT | Mutual Funds | — | — | $115K | 0.2% | |
| The Vanguard Group VANG LIFEST INCOME | Mutual Funds | — | — | $104K | 0.2% | |
| Capital Group AF WASH MUTL INV R6 | Common Stocks | — | — | $52K | <0.1% | |
| FLEXFIT+AGGR 2045 R1 GREAT GRAY TRUST COMPANY · EIN 82-2098838 / PN 340 | Common Collective Trust | — | — | $23K | <0.1% | |
| Fidelity Investments FIDELITY STIF | Mutual Funds | — | — | $19K | <0.1% | |
| FLEXFIT+AGGR 2035 R1 GREAT GRAY TRUST COMPANY · EIN 82-2070598 / PN 339 | Common Collective Trust | — | — | $19K | <0.1% | |
| FLEXFIT+AGGR RET R1 GREAT GRAY TRUST COMPANY · EIN 82-2044121 / PN 337 | Common Collective Trust | — | — | $16K | <0.1% | |
| Capital Group AF FUNDMNTL INV R6 | Common Stocks | — | — | $4K | <0.1% | |
| FLEXFIT+AGGR 2065 R1 GREAT GRAY TRUST COMPANY, LLC · EIN 82-2114992 / PN 342 | Common Collective Trust | — | — | $2K | <0.1% | |
| FLEXFIT+CONS 2055 R1 GREAT GRAY TRUST COMPANY · EIN 82-2248432 / PN 331 | Common Collective Trust | — | — | $2K | <0.1% | |
| FLEXFIT+CONS 2065 R1 GREAT GRAY TRUST COMPANY, LLC · EIN 36-6071399 / PN 917 | Common Collective Trust | — | — | $2K | <0.1% | |
| FLEXFIT+CONS 2045 R1 GREAT GRAY TRUST COMPANY · EIN 82-2261612 / PN 330 | Common Collective Trust | — | — | $857 | <0.1% | |
| MAP CONTRACT SEPARATE ACCOUNT D VOYA RETIREMENT INSURANCE & ANNUITY CO · EIN 71-0294708 / PN 000 | Pooled Separate Account | — | — | $0 | <0.1% |
