JM Texas Companies, LLC's EIN is 26-4818658.
Download the official 2024 Form 5500 (PDF) for JM Texas Companies, LLC from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)JM Texas Companies, LLC'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 |
|---|---|---|---|---|---|
| FONDREN OAKS CAPITAL MANAGEMENT | 82-3258348 | — | NONE | $30K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| AMERITAS LIFE INSURANCE CORP | 47-0098400 | — | NONE | $44K | — |
| CHARLES SCHWAB BANK | 82-3967259 |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| Polen Global Growth Stock Fund I 294 T. Rowe Price T. Rowe Price Growth Stock I | Other securities | — | — | $2.4M | 18.2% | |
| First Eagle First Eagle Global R6 | Other securities | — | — | $1.3M | 10.3% | |
| Dodge & Cox Dodge & Cox Income Fund X | Mutual Funds | — | — | $1.2M | 9.2% | |
| Vanguard Target Retirement 2040 Inv | Mutual Funds | — | — | $1.1M | 8.3% | |
| AMG Funds AMG Yacktman Fund I | Other securities | — | — | $1.0M | 7.8% | |
| Vanguard Target Retirement 2050 Inv | Mutual Funds | — | — | $955K | 7.3% | |
| Vanguard Short-Term Bond Index Adm | Mutual Funds | — | — | $942K | 7.2% | |
| Vanguard Target Retirement 2030 Inv | Mutual Funds | — | — | $882K | 6.8% | |
| Permanent Portfolio Permanent Portfolio Permanent Fund I | Other securities | — | — | $658K | 5.1% | |
| Vanguard 500 Index Admiral | Common Collective Trusts | — | — | $556K | 4.3% | |
| BlackRock Global Allocation Fund K 743 Dimensional Fund Advisors DFA International Core Equity Port I | Mutual Funds | — | — | $540K | 4.1% | |
| Vanguard Inflation-Protected Secs Adm | Mutual Funds | — | — | $391K | 3.0% | |
| Vanguard Wellesley Income Admiral 594 * Schwab Bank Savings | Mutual Funds | — | — | $341K | 2.6% | |
| Vanguard Target Retirement 2020 Inv | Mutual Funds | — | — | $282K | 2.2% | |
| Vanguard Target Retirement 2060 Fund | Mutual Funds | — | — | $90K | 0.7% | |
| American Funds American Funds Fundamental Invs R6 | Mutual Funds | — | — | $81K | 0.6% | |
| Harbor Funds Harbor Small Cap Value Retirement | Mutual Funds | — | — | $75K | 0.6% | |
| Vanguard Total Stock Mkt Idx Adm | Common Collective Trusts | — | — | $42K | 0.3% | |
| from 2025 to 2026 | Other securities | — | — | $35K | 0.3% | |
| Dodge & Cox Dodge & Cox Stock Fund X | Mutual Funds | — | — | $9K | <0.1% | |
| Lord Abbett Lord Abbett Short Duration Income R6 | Mutual Funds | — | — | $7K | <0.1% | |
| Nicholas Equity Income Fund I | Other securities | — | — | $6K | <0.1% | |
| Vanguard Real Estate Index Admiral | Mutual Funds | — | — | $4K | <0.1% | |
| Fiduciary Management, Inc FMI International Institutional | Common Stocks | — | — | $3K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| — |
| NONE |
| $4K |
| — |
