Nicholas ZAPF signed Jottan, Inc.'s 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Jottan, Inc.'s EIN is 22-2768915.
Download the official 2024 Form 5500 (PDF) for Jottan, Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Jottan, Inc.'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 |
|---|---|---|---|---|---|
| TRANSAMERICA RETIREMENT SOLUTIONS | 13-3689044 | — | RECORDKEEPER | $15K | — |
| DUNBAR, BENDER AND ZAPF, INC. | 25-1650062 | — | RECORDKEEPER | $12K | — |
| TAG RESOURCES, LLC | 42-1484983 | — | RECORDKEEPER | $11K | — |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| Schwab Target 2060 Index Fund | Common Collective Trusts | — | — | $2.6M | 21.5% | |
| Schwab Target 2040 Index Fund | Common Collective Trusts | — | — | $2.3M | 19.1% | |
| Schwab Target 2045 Index Fund | Common Collective Trusts | — | — | $1.4M | 11.8% | |
| Schwab Target 2030 Index Fund | Common Collective Trusts | — | — | $1.1M | 9.1% | |
| Schwab Target 2035 Index Fund | Common Collective Trusts | — | — | $928K | 7.7% | |
| Schwab Target 2055 Index Fund | Common Collective Trusts | — | — | $891K | 7.4% | |
| Schwab Target 2050 Index Fund | Common Collective Trusts | — | — | $711K | 5.9% | |
| Schwab Target 2025 Index Fund | Common Collective Trusts | — | — | $595K | 4.9% | |
| Participant Loans | Participant loans | — | — | $448K | 3.7% | |
| Transamerica | Other securities | — | — | $297K | 2.5% | |
| Schwab Target 2020 Index Fund | Common Collective Trusts | — | — | $220K | 1.8% | |
| Schwab Target 2065 Index Fund | Common Collective Trusts | — | — | $107K | 0.9% | |
| JP Morgan Large Cap Growth Fund | Other securities | — | — | $57K | 0.5% | |
| Vanguard Value Index Fund | Common Collective Trusts | — | — | $57K | 0.5% | |
| iShares S&P 500 Index Fund | Common Collective Trusts | — | — | $54K | 0.5% | |
| Vanguard Developed Markets Index Fund | Common Collective Trusts | — | — | $38K | 0.3% | |
| American Funds New Perspective Fund | Mutual Funds | — | — | $37K | 0.3% | |
| PGIM High Yield Fund | Other securities | — | — | $34K | 0.3% | |
| American Funds Bond Fund of America | Mutual Funds | — | — | $29K | 0.2% | |
| American Funds New World Fund | Mutual Funds | — | — | $23K | 0.2% | |
| Vanguard Explorer Fund | Mutual Funds | — | — | $15K | 0.1% | |
| Vanguard Small Cap Value Index Fund | Common Collective Trusts | — | — | $15K | 0.1% | |
| Vanguard Mid Cap Value Index Fund | Common Collective Trusts | — | — | $14K | 0.1% | |
| BlackRock Mid-Cap Growth Equity Fund | Other securities | — | — | $14K | 0.1% | |
| Vanguard Small Cap Index Fund | Common Collective Trusts | — | — | $12K | 0.1% | |
| Nuveen Real Estate Secs Select | Mutual Funds | — | — | $11K | <0.1% | |
| Vanguard Mid Cap Index Fund | Common Collective Trusts | — | — | $11K | <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 |
|---|
| LPL FINANCIAL CORPORATION | 04-3046611 | — | INVESTMENT ADVISORY | $33K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| TORRILLO & ASSOCIATES LLC | 83-0414789 | — | AUDIT | $21K | — |
