Jeffrey A. Black signed POND Realty Company DBA Joseph Management's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
POND Realty Company DBA Joseph Management's EIN is 31-0746641.
Download the official 2024 Form 5500 (PDF) for POND Realty Company DBA Joseph Management from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)POND Realty Company DBA Joseph Management's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a self-directed brokerage window, 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 ADVISORY GROUP, LLC | — | GREENWOOD VILLAGE, CO | INVESTMENT MGMT | $25K | — |
| EMPOWER ANNUITY INSURANCE COMPANY O | — | GREENWOOD VILLAGE, CO | RECORDKEEPER | $11K | — |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| Vanguard 500 Index Admiral | Common Collective Trusts | — | — | $6.0M | 12.5% | |
| Fidelity Contra Fund | Mutual Funds | — | — | $5.9M | 12.4% | |
| JPMorgan US Equity R4 | Other securities | — | — | $4.1M | 8.6% | |
| Empower Annuity Insurance Co Key Guaranteed Portfolio Fund | Common Stocks | — | — | $3.8M | 8.0% | |
| Ivy Mid Cap Growth I | Other securities | — | — | $2.6M | 5.4% | |
| Vanguard Small Cap Index ADM | Mutual Funds | — | — | $2.3M | 4.9% | |
| Blackrock Equity Dividend Instl | Other securities | — | — | $2.3M | 4.8% | |
| JPMorgan Smartretirement 2020 R5 | Other securities | — | — | $1.9M | 4.1% | |
| Principal Midcap Inst | Other securities | — | — | $1.7M | 3.7% | |
| JPMorgan Smartretirement 2025 R5 | Other securities | — | — | $1.6M | 3.4% | |
| Oakmark International Investor | Other securities | — | — | $1.6M | 3.2% | |
| JPMorgan Smartretirement 2045 R5 | Other securities | — | — | $1.5M | 3.1% | |
| Metropolitan West Total Return Bond | Other securities | — | — | $1.4M | 3.0% | |
| American Funds Europacific GR R6 | Mutual Funds | — | — | $1.3M | 2.8% | |
| MFS Mid Cap Value R3 | Mutual Funds | — | — | $1.1M | 2.4% | |
| Janus Henderson Triton I | Mutual Funds | — | — | $1.1M | 2.3% | |
| JPMorgan Smartretirement 2040 R5 | Other securities | — | — | $1.1M | 2.3% | |
| JPMorgan Smartretirement Income R5 | Other securities | — | — | $1.1M | 2.2% | |
| JPMorgan Smartretirement 2030 R5 | Other securities | — | — | $898K | 1.9% | |
| JPMorgan Smartretirement 2050 R5 | Other securities | — | — | $871K | 1.8% | |
| American Century Infl-Adj Bd R5 | Other securities | — | — | $711K | 1.5% | |
| JPMorgan Smartretirement 2035 R5 | Other securities | — | — | $594K | 1.2% | |
| Charles Schwab Self-directed brokerage accounts | Self-Directed Brokerage | — | — | $516K | 1.1% | |
| various maturities | Other securities | — | — | $397K | 0.8% | |
| JPMorgan Smartretirement 2055 R5 | Other securities | — | — | $315K | 0.7% | |
| Invesco Developing Markets Y | Mutual Funds | — | — | $290K | 0.6% | |
| Pimco Income Fund | Mutual Funds | — | — | $264K | 0.6% | |
| JPMorgan Smartretirement 2060 R5 | Other securities | — | — | $215K | 0.4% | |
| Columbia Small Cap Value Fund I | Other securities | — | — | $198K | 0.4% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
