Matt Tepfenhart signed JSSI Management Enterprises, LLC's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
JSSI Management Enterprises, LLC's EIN is 26-1868140.
Download the official 2024 Form 5500 (PDF) for JSSI Management Enterprises, LLC from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)JSSI Management Enterprises, LLC's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a self-directed brokerage window, 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 |
|---|---|---|---|---|---|
| ADP, INC. | 13-3036745 | — | RECORD KEEPER | $45K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| CHARLES SCHWAB INVESTMENT MGMT INC. | 94-3106735 | — | BROKER | $4 | — |
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 | |||||
|---|---|---|---|---|---|---|
| TRP RETIREMENT 2040 I | Registered Investment Companies | — | — | $5.9M | 15.5% | |
| TRP RETIREMENT 2045 I | Registered Investment Companies | — | — | $5.1M | 13.5% | |
| FID 500 IND | Registered Investment Companies | — | — | $3.7M | 9.7% | |
| TRP RETIREMENT 2050 I | Registered Investment Companies | — | — | $3.5M | 9.3% | |
| TRP RETIREMENT 2035 I | Registered Investment Companies | — | — | $3.1M | 8.2% | |
| TRP RETIREMENT 2030 I | Registered Investment Companies | — | — | $2.8M | 7.3% | |
| JPMORGAN LARGE CAP GROWTH R6 | Registered Investment Companies | — | — | $2.3M | 6.0% | |
| TRP RETIREMENT 2055 I | Registered Investment Companies | — | — | $1.8M | 4.6% | |
| TRP RETIREMENT 2025 I | Registered Investment Companies | — | — | $1.1M | 3.0% | |
| TRP SV COMMON TR A T. ROWE PRICE TRUST COMPANY · EIN 52-1309931 / PN 001 | Common Collective Trust | — | — | $1.1M | 2.9% | |
| VANGUARD TOT BND MKT IND- ADM | Registered Investment Companies | — | — | $969K | 2.5% | |
| TRP RETIREMENT 2060 I | Registered Investment Companies | — | — | $938K | 2.5% | |
| FID TOTAL INTERNATIONAL INDEX | Registered Investment Companies | — | — | $775K | 2.0% | |
| BROKERAGE FUND OPTIONS SELF-DIRECTED BROKERAGE ACCT | Self-Directed Brokerage | — | — | $739K | 1.9% | |
| FID EXT MRKT INDEX | Registered Investment Companies | — | — | $592K | 1.6% | |
| JPMORGAN LARGE CAP VALUE R6 | Registered Investment Companies | — | — | $528K | 1.4% | |
| AMC SMALL CAP GROWTH - R6 | Registered Investment Companies | — | — | $444K | 1.2% | |
| COLUMBIA SMALL CAP VALUE I I3 | Registered Investment Companies | — | — | $323K | 0.8% | |
| DFA INTL SUSTAIN CORE 1 INST | Registered Investment Companies | — | — | $305K | 0.8% | |
| VANGUARD TAX-MANAGED BAL ADM | Registered Investment Companies | — | — | $261K | 0.7% | |
| TRP RETIREMENT 2015 I | Registered Investment Companies | — | — | $239K | 0.6% | |
| PGIM TOTAL RETURN BOND R6 | Registered Investment Companies | — | — | $232K | 0.6% | |
| TRP RETIREMENT 2020 I | Registered Investment Companies | — | — | $218K | 0.6% | |
| HARBOR SMALL CAP VALUE RET CL | Registered Investment Companies | — | — | $154K | 0.4% | |
| PIMCO REAL RETURN FUND - INSTL | Registered Investment Companies | — | — | $109K | 0.3% | |
| AMERICAN FUNDS NEW WORLD R6 | Registered Investment Companies | — | — | $99K | 0.3% | |
| DODGE & COX GLOBAL BOND I | Registered Investment Companies | — | — | $94K | 0.2% | |
| PRI REAL ESTATE SECURITIES R6 | Registered Investment Companies | — | — | $43K | 0.1% | |
| FIDELITY INTL GROWTH Z | Registered Investment Companies | — | — | $9K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
