JOY CONE Co.'s EIN is 25-1153491.
Download the official 2024 Form 5500 (PDF) for JOY CONE Co. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)JOY CONE Co.'s plan includes profit-sharing, a 401(k) feature, a self-directed brokerage window, automatic enrollment, a default investment (QDIA), ERISA 404(c) participant direction.
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| STANCORP FINANCIAL GROUP | 93-1253576 | — | NONE | $3K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| CHARLES SCHWAB TRUST | 42-1558009 | — | NONE | $0 | — |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| VANGUARD GROWTH INDEX FD ADMIRAL Mutual Fund | Mutual Funds | — | — | $27.3M | 19.2% | |
| DFA US LARGE CAP VALUE PORT INSTL Mutual Fund | Mutual Funds | — | — | $24.3M | 17.1% | |
| DFA INTL CORE EQTY PORT INSTL Mutual Fund | Mutual Funds | — | — | $19.6M | 13.8% | |
| VANGUARD STAR FUND INV Mutual Fund | Mutual Funds | — | — | $13.4M | 9.4% | |
| DFA US MICRO CAP PORT INSTL Mutual Fund | Mutual Funds | — | — | $12.1M | 8.5% | |
| DFA US SMALL CAP VALUE PORT INSTL Mutual Fund | Mutual Funds | — | — | $12.0M | 8.4% | |
| DFA INTL SMALL CO PORT INSTL Mutual Fund | Mutual Funds | — | — | $8.2M | 5.8% | |
| DFA EMERG MKTS CORE EQTY PORT INSTL Mutual Fund | Mutual Funds | — | — | $7.3M | 5.1% | |
| JPMORGAN CORE PLUS BD R6 Mutual Fund | Other securities | — | — | $6.7M | 4.7% | |
| BAIRD AGGREGATE BD INST Mutual Fund | Other securities | — | — | $5.3M | 3.7% | |
| DFA US LARGE CO PORT INST Mutual Fund | Mutual Funds | — | — | $3.3M | 2.3% | |
| STANDARD STABLE ASSET A Guaranteed Investment Contract | Stable Value | — | — | $1.3M | 0.9% | |
| CASH Non-Interest Bearing Cash ** 41 * Notes receivable from participants Bearing interest at 3.25%-8.50% - | Cash / Money Market | — | — | $1.1M | 0.8% | |
| DFA GLBL REAL ESTATE SEC PORT INST Mutual Fund | Mutual Funds | — | — | $364K | 0.3% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
