Christine Smith signed Joseph Jingoli & SON, Inc.'s 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Joseph Jingoli & SON, Inc.'s EIN is 22-1738310.
Download the official 2024 Form 5500 (PDF) for Joseph Jingoli & SON, Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Joseph Jingoli & SON, Inc.'s plan includes profit-sharing, ERISA 404(c) participant direction, 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 |
|---|---|---|---|---|---|
| PRINCIPAL LIFE INSURANCE COMPANY | 42-0127290 | — | CONTRACT ADMINISTRATOR | $219K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| MORNINGSTAR INVESTMENT MANAGEMENT L | 36-4317381 | — | INV ADV, PARTICIPANTS | $0 |
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 | |||||
|---|---|---|---|---|---|---|
| PRIN LIFETIME HYB 2030 CIT U PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 005 | Common Collective Trust | — | — | $7.2M | 10.9% | |
| PRIN LIFETIME HYB 2025 CIT U PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 004 | Common Collective Trust | — | — | $6.9M | 10.5% | |
| PRIN LIFETIME HB 2045 CIT U PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 008 | Common Collective Trust | — | — | $5.8M | 8.8% | |
| PRIN LIFETIME HYB 2020 CIT U PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 003 | Common Collective Trust | — | — | $5.3M | 8.1% | |
| PRIN LIFETIME HB 2035 CIT U PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 006 | Common Collective Trust | — | — | $5.0M | 7.6% | |
| PRIN LIFETIME HB 2040 CIT U PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 007 | Common Collective Trust | — | — | $3.9M | 5.9% | |
| Vanguard Growth Index Adm Fund Mutual Fund | Mutual Funds | — | — | $3.4M | 5.2% | |
| PRIN LIFETIME HY 2050 CIT U PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 009 | Common Collective Trust | — | — | $2.9M | 4.5% | |
| PRIN LGCP S&P 500 INDEX SA-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 016 | Pooled Separate Account | — | — | $2.6M | 4.0% | |
| PRIN LIFETIME HYB 2015 CIT U PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 002 | Common Collective Trust | — | — | $2.2M | 3.4% | |
| PRIN LIFETIME HY INC CIT U PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 011 | Common Collective Trust | — | — | $2.0M | 3.1% | |
| PRIN LIFETIME HY 2055 CIT U PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 010 | Common Collective Trust | — | — | $1.8M | 2.7% | |
| Prin LifeTime Hybr 2070 Common collective trust fund 303 * Prin Fixed Inc Guar Option Insurance contract, fully benefit-responsive | Common Collective Trusts | — | — | $1.7M | 2.6% | |
| Vanguard Sm Cap Gr Idx Adm Fd Mutual Fund | Common Collective Trusts | — | — | $1.3M | 1.9% | |
| Vanguard MidCp Grth Idx Adm Fd Mutual Fund | Common Collective Trusts | — | — | $1.2M | 1.8% | |
| MFS Growth R6 Fund Mutual Fund | Mutual Funds | — | — | $1.1M | 1.6% | |
| American Funds Amer Bal R6 Fd Mutual Fund | Mutual Funds | — | — | $1.0M | 1.6% | |
| Vanguard Gr & Inc Adm Fund Mutual Fund | Mutual Funds | — | — | $876K | 1.3% | |
| Vanguard MidCap Val Idx Adm Fd Mutual Fund | Common Collective Trusts | — | — | $860K | 1.3% | |
| Participant Loans 4.25% - 9.50% | Bonds / Notes | — | — | $800K | 1.2% | |
| Vanguard Int-Tm Bd Idx Adm Fd Mutual Fund | Common Collective Trusts | — | — | $779K | 1.2% | |
| PRIN LIFETIME HY 2060 CIT U PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 012 | Common Collective Trust | — | — | $727K | 1.1% | |
| American Funds Newprsp R6 Fnd Mutual Fund | Mutual Funds | — | — | $689K | 1.0% | |
| Vanguard Hi-Yld Corp Adm Fund Mutual Fund | Mutual Funds | — | — | $593K | 0.9% | |
| PRIN SMCAP S&P 600 INDEX SA-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 028 | Pooled Separate Account | — | — | $473K | 0.7% | |
| Vanguard Dev Mkts Index Adm Fd Mutual Fund | Mutual Funds | — | — | $413K | 0.6% | |
| Tiaa- Lrg Cap Val Index R6 Mutual Fund | Mutual Funds | — | — | $386K | 0.6% | |
| PRIN MIDCAP S&P 400 IDX SA-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 023 | Pooled Separate Account | — | — | $380K | 0.6% | |
| Invesco Divers Dividend R6 Fd Mutual Fund | Mutual Funds | — | — | $370K | 0.6% | |
| American Funds Newworld R6 Mutual Fund | Mutual Funds | — | — | $329K | 0.5% | |
| Vanguard Ttl Intl Bond Indx Adm Fd Mutual Fund | Mutual Funds | — | — | $309K | 0.5% | |
| Vgd Infl-Prot Sec Adm Fund Mutual Fund | Other securities | — | — | $300K | 0.5% | |
| Victory Sycamore Est Val R6 Fd Mutual Fund | Other securities | — | — | $240K | 0.4% | |
| Dfa Intl Core Equity I FD Mutual Fund | Mutual Funds | — | — | $221K | 0.3% | |
| PRIN SMCAP VALUE II SEP ACCT-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 096 | Pooled Separate Account | — | — | $196K | 0.3% | |
| Etn Vnc Atl Cp Smid-Cap R6 Fd Mutual Fund | Other securities | — | — | $195K | 0.3% | |
| PRIN LIFETIME HY 2065 CIT U PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 013 | Common Collective Trust | — | — | $138K | 0.2% | |
| Janus Henderson Triton Fund Mutual Fund | Mutual Funds | — | — | $136K | 0.2% | |
| Dfa Inter Gov Fixed Inc Mutual Fund | Mutual Funds | — | — | $131K | 0.2% | |
| Fmi International Fund Mutual Fund | Other securities | — | — | $104K | 0.2% | |
| Oppenheimer Intl Grw R6 Fd Mutual Fund | Mutual Funds | — | — | $75K | 0.1% | |
| (E) | Other securities | — | — | $75K | 0.1% | |
| PRIN LIFETIME HYB 2070 CIT U PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 014 | Common Collective Trust | — | — | $303 | <0.1% |
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 |
|---|---|---|---|---|---|
| NEWPORT CAPITAL GROUP | 86-1109193 | — | INVESTMENT ADVISORY | $0 | — |
| WILSHIRE ADVISORS LLC | 95-2755361 | — | INVESTMENT ADVISORY | $0 | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| ROSENBERG RICH BAKER BERMAN, P.A. | 22-3271252 | — | ACCOUNTANT | $0 | — |
