Jason Jahnel signed Jahnel Group, Inc.'s 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Jahnel Group, Inc.'s EIN is 26-4146626.
Download the official 2024 Form 5500 (PDF) for Jahnel Group, Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Jahnel Group, 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 |
|---|---|---|---|---|---|
| EMPOWER LIFE & ANNUITY INSURANCE CO | — | GREENWOOD VILLAGE, CO | RECORDKEEPER | $11K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| LPL FINANCIAL LLC | — | SAN DIEGO, CA | INVESTMENT ADVISOR | $13K | — |
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 | |||||
|---|---|---|---|---|---|---|
| GREAT GRAY TRUST AF 2050 I GREAT GRAY TRUST · EIN 38-4126266 / PN 570 | Common Collective Trust | — | — | $2.4M | 23.7% | |
| GREAT GRAY TRUST AF 2040 I GREAT GRAY TRUST · EIN 38-4126264 / PN 568 | Common Collective Trust | — | — | $1.7M | 16.4% | |
| GREAT GRAY TRUST AF 2060 I GREAT GRAY TRUST · EIN 38-4126268 / PN 572 | Common Collective Trust | — | — | $1.5M | 14.8% | |
| GREAT GRAY TRUST AF 2055 I GREAT GRAY TRUST · EIN 38-4126267 / PN 571 | Common Collective Trust | — | — | $1.3M | 12.9% | |
| GREAT GRAY TRUST AF 2045 I GREAT GRAY TRUST · EIN 38-4126265 / PN 569 | Common Collective Trust | — | — | $894K | 8.8% | |
| Fidelity 500 Index Registered Investment Company (Mutual Fund) | Common Collective Trusts | — | — | $850K | 8.3% | |
| GREAT GRAY TRUST AF 2065 I GREAT GRAY TRUST · EIN 38-7275308 / PN 777 | Common Collective Trust | — | — | $359K | 3.5% | |
| GREAT GRAY TRUST AF 2035 I GREAT GRAY TRUST · EIN 38-4126263 / PN 567 | Common Collective Trust | — | — | $300K | 2.9% | |
| monthly payments, various maturities through * Participant Loans September 2052 | Participant loans | — | — | $253K | 2.5% | |
| Ishares Msci Eafe International Index K Registered Investment Company (Mutual Fund) | Common Stocks | — | — | $101K | 1.0% | |
| Fidelity Mid Cap Index Registered Investment Company (Mutual Fund) | Mutual Funds | — | — | $74K | 0.7% | |
| Fidelity Advisor Semiconductors Z Registered Investment Company (Mutual Fund) | Mutual Funds | — | — | $59K | 0.6% | |
| Fidelity Small Cap Index Registered Investment Company (Mutual Fund) | Mutual Funds | — | — | $54K | 0.5% | |
| JP Morgan Large Cap Growth R6 Registered Investment Company (Mutual Fund) | Common Stocks | — | — | $53K | 0.5% | |
| Janus Henderson Global Tech Innovation N Registered Investment Company (Mutual Fund) | Mutual Funds | — | — | $49K | 0.5% | |
| GREAT GRAY TRUST AF 2030 I GREAT GRAY TRUST · EIN 38-4126262 / PN 566 | Common Collective Trust | — | — | $31K | 0.3% | |
| American Funds New Perspective R6 Registered Investment Company (Mutual Fund) | Mutual Funds | — | — | $28K | 0.3% | |
| DFA U.S. Vector Equity I Registered Investment Company (Mutual Fund) | Mutual Funds | — | — | $15K | 0.1% | |
| JP Morgan Core Bond R6 Registered Investment Company (Mutual Fund) ** | Common Stocks | — | — | $13K | 0.1% | |
| Fidelity Small Cap Value Index Registered Investment Company (Mutual Fund) | Mutual Funds | — | — | $11K | 0.1% | |
| DFA Emerging Markets I Registered Investment Company (Mutual Fund) | Mutual Funds | — | — | $11K | 0.1% | |
| American Funds American Hi Inc Tr R6 Registered Investment Company (Mutual Fund) | Mutual Funds | — | — | $10K | <0.1% | |
| Columbia Dividend Income Instl 3 Registered Investment Company (Mutual Fund) | Common Stocks | — | — | $9K | <0.1% | |
| DFA Global Real Estate Securities Registered Investment Company (Mutual Fund) | Mutual Funds | — | — | $8K | <0.1% | |
| Fidelity Growth Strategies K6 Registered Investment Company (Mutual Fund) | Mutual Funds | — | — | $2K | <0.1% | |
| DFA U.S. Small Cap Growth Instl Registered Investment Company (Mutual Fund) | Mutual Funds | — | — | $2K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| — |
| ALBANY, NY |
| ADVISOR |
| $11K |
| — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| TEAL, BECKER & CHIARAMONTE, CPAS | — | ALBANY, NY | CONTRACT ADMIN | -$1K | — |
