Mark Lowery signed JAX Refrigeration, Inc.'s 2023 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
JAX Refrigeration, Inc.'s EIN is 27-1892816.
Download the official 2023 Form 5500 (PDF) for JAX Refrigeration, Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2023 Form 5500 (PDF)JAX Refrigeration, Inc.'s plan includes automatic enrollment, profit-sharing, a 401(k) feature, ERISA 404(c) participant direction, a default investment (QDIA).
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| ASCENSUS LLC | 11-3665754 | — | NONE | $17K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| MSL CPAS AND ADVISORS | — | ORLANDO, FL | NONE | $33K | — |
| ONE DIGITAL INVESTMENT ADVISORS |
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 | |||||
|---|---|---|---|---|---|---|
| T. ROWE PRICE RETIREMENT 2030 TRUST T. ROWE PRICE · EIN 38-7010946 / PN 384 | Common Collective Trust | — | — | $289K | 20.9% | |
| T. ROWE PRICE RETIREMENT 2035 TRUST T. ROWE PRICE · EIN 36-7595013 / PN 387 | Common Collective Trust | — | — | $244K | 17.6% | |
| T. ROWE PRICE RETIREMENT 2055 TRUST T. ROWE PRICE · EIN 35-6941728 / PN 399 | Common Collective Trust | — | — | $186K | 13.4% | |
| T. ROWE PRICE RETIREMENT 2060 TRUST T. ROWE PRICE · EIN 47-1088316 / PN 363 | Common Collective Trust | — | — | $98K | 7.1% | |
| T. ROWE PRICE RETIREMENT 2025 TRUST T. ROWE PRICE · EIN 37-6495447 / PN 381 | Common Collective Trust | — | — | $92K | 6.6% | |
| T. ROWE PRICE RETIREMENT 2045 TRUST T. ROWE PRICE · EIN 32-6199848 / PN 393 | Common Collective Trust | — | — | $72K | 5.2% | |
| T. ROWE PRICE RETIREMENT 2040 TRUST T. ROWE PRICE · EIN 35-6941729 / PN 390 | Common Collective Trust | — | — | $52K | 3.8% | |
| T. ROWE PRICE RETIREMENT 2050 TRUST T. ROWE PRICE · EIN 30-6303214 / PN 396 | Common Collective Trust | — | — | $50K | 3.6% | |
| Vanguard 500 Index Adm Vanguard 0 | Common Collective Trusts | — | — | $44K | 3.2% | |
| Vanguard Equity Income Adm Vanguard 0 | Mutual Funds | — | — | $29K | 2.1% | |
| AB US LARGE CAP GROWTH (W SERIES) R GREAT GRAY TRUST · EIN 38-4116831 / PN 509 | Common Collective Trust | — | — | $25K | 1.8% | |
| American Funds US Government Sec R6 American Funds 0 16 Fidelity International Index Fidelity 0 | Mutual Funds | — | — | $25K | 1.8% | |
| Fidelity Small Cap Index Fidelity 0 | Mutual Funds | — | — | $25K | 1.8% | |
| T. ROWE PRICE RETIREMENT 2020 TRUST T. ROWE PRICE · EIN 36-7594871 / PN 378 | Common Collective Trust | — | — | $22K | 1.6% | |
| Federated Hermes Mdt Sm Cap Gr R6 Federated 0 | Other securities | — | — | $11K | 0.8% | |
| Fidelity Advisor Total Bond Z Fidelity 0 | Mutual Funds | — | — | $7K | 0.5% | |
| Goldman Sachs Em Mkts Eq Insights R6 Goldman Sachs 0 511 American Funds American Balanced R6 American Funds 0 348 Fidelity Mid Cap Index Fidelity 0 | Mutual Funds | — | — | $6K | 0.4% | |
| BlackRock Inflation Protected Bond K BlackRock 0 | Other securities | — | — | $5K | 0.3% | |
| Federated Hermes Govt Obl PRM Federated 0 | Other securities | — | — | $4K | 0.3% | |
| MFS Mid Cap Value R6 MFS 0 | Mutual Funds | — | — | $4K | 0.3% | |
| Delaware Ivy Mid Cap Growth R6 Delaware 0 | Other securities | — | — | $2K | 0.2% | |
| Various Rates and Maturities Participant's Loan Account 0 | Participant loans | — | — | $2K | 0.2% | |
| DFA U.S. Targeted Value Portfolio I DFA 0 | Mutual Funds | — | — | $1K | 0.1% | |
| T. ROWE PRICE RETIREMENT 2015 TRUST T. ROWE PRICE · EIN 35-6941654 / PN 375 | Common Collective Trust | — | — | $1K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| — |
| OVERLAND PARK, KS |
| NONE |
| $1K |
| — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| GRAY ROBINSON ATTY. | — | ORLANDO, FL | NONE | $4K | — |
| ASSURANCE DIMENSIONS | — | TAMPA, FL | NONE | $750 | — |
