James D. Ewing, Jr. signed JMJS, Inc. DBA COE Distributing's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
JMJS, Inc. DBA COE Distributing's EIN is 27-1572756.
Download the official 2024 Form 5500 (PDF) for JMJS, Inc. DBA COE Distributing from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)JMJS, Inc. DBA COE Distributing'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 |
|---|---|---|---|---|---|
| CAPITAL GROUP RETIREMENT PLAN SERVI | 82-4555287 | IRVINE, CA | RECORDKEEPER | $2K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| DUNBAR, BENDER & ZAPF, INC. | 25-1650062 | PITTSBURGH, PA | CONTRACT ADMIN | $4K | — |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| s * American Funds Target Date Fund 2035 | Mutual Funds | — | — | $1.6M | 20.4% | |
| American Funds Target Date Fund 2040 | Mutual Funds | — | — | $836K | 10.8% | |
| American Funds Target Date Fund 2055 | Mutual Funds | — | — | $762K | 9.9% | |
| American Funds Target Date Fund 2030 | Mutual Funds | — | — | $654K | 8.5% | |
| American Funds Target Date Fund 2045 | Mutual Funds | — | — | $591K | 7.7% | |
| American Funds Target Date Fund 2050 | Mutual Funds | — | — | $483K | 6.3% | |
| American Funds Target Date Fund 2060 | Mutual Funds | — | — | $444K | 5.7% | |
| Fidelity Growth Opportunities Fund | Mutual Funds | — | — | $406K | 5.3% | |
| American Century Growth Fund | Other securities | — | — | $306K | 4.0% | |
| American Funds Target Date Fund 2025 | Mutual Funds | — | — | $298K | 3.9% | |
| Notes receivable from participants Interest rates from 4.25% to 9.50% | Bonds / Notes | — | — | $214K | 2.8% | |
| PARTICIPANT LOANS VARIOUS | Participant loans | — | $211K | $211K | 2.7% | |
| American Funds Target Date Fund 2020 | Mutual Funds | — | — | $164K | 2.1% | |
| Neuberger Berman Large Cap Value Fund | Other securities | — | — | $153K | 2.0% | |
| American Funds New Perspective Fund | Mutual Funds | — | — | $137K | 1.8% | |
| Janus Henderson Enterprise Fund | Mutual Funds | — | — | $68K | 0.9% | |
| Royce Small Cap Opportunity Fund | Other securities | — | — | $68K | 0.9% | |
| American Funds Target Date Fund 2065 | Mutual Funds | — | — | $68K | 0.9% | |
| Money market fund * American Funds American Funds - Money Market Fund | Mutual Funds | — | — | $14K | 0.2% | |
| American Funds American Balanced | Mutual Funds | — | — | $10K | 0.1% | |
| American Funds Target Date Fund 2010 | Mutual Funds | — | — | $2K | <0.1% | |
| American Funds New Work 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.
