Angie Harnett signed Jedson Engineering, Inc.'s 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Jedson Engineering, Inc.'s EIN is 31-1745802.
Download the official 2024 Form 5500 (PDF) for Jedson Engineering, Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Jedson Engineering, 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 |
|---|---|---|---|---|---|
| JOHN HANCOCK RETIREMENT PLAN SRVCS | 01-0233346 | — | RETAINED BY EMPLOYER | $34K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| GLOBAL RETIREMENT PARTNERS, LLC | — | SAN RAFAEL, CA | RETAINED BY EMPLOYER | $20K | — |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| Fidelity 500 Index 31,152 shares | Common Collective Trusts | — | $31K | $6.4M | 16.4% | |
| Fidelity Contrafund 136,843 shares | Mutual Funds | — | $137K | $4.3M | 10.9% | |
| American Funds 2050 Target Date 104,148 shares | Mutual Funds | — | $104K | $2.2M | 5.6% | |
| American Funds 2055 Target Date 81,768 shares | Mutual Funds | — | $82K | $2.2M | 5.6% | |
| JP Morgan Equity Income 78,147 shares | Other securities | — | $78K | $1.9M | 4.8% | |
| American Funds 2035 Target Date 86,315 shares | Mutual Funds | — | $86K | $1.6M | 4.2% | |
| American Funds 2045 Target Date 74,173 shares | Mutual Funds | — | $74K | $1.6M | 4.0% | |
| American Funds 2040 Target Date 71,065 shares | Mutual Funds | — | $71K | $1.5M | 3.8% | |
| American Funds 2060 Target Date 80,952 shares | Mutual Funds | — | $81K | $1.5M | 3.7% | |
| American Funds 2015 Target Date 106,074 shares | Mutual Funds | — | $106K | $1.3M | 3.3% | |
| American Funds 2030 Target Date 72,174 shares | Mutual Funds | — | $72K | $1.2M | 3.2% | |
| Clearbridge International Growth 17,264 shares | Other securities | — | $17K | $1.1M | 2.9% | |
| Baird Core Plus 108,427 shares | Other securities | — | $108K | $1.1M | 2.8% | |
| American Funds 2025 Target Date 70,368 shares | Mutual Funds | — | $70K | $1.1M | 2.8% | |
| Fidelity Extended Market Index 10,069 shares | Mutual Funds | — | $10K | $915K | 2.4% | |
| Janus Henderson Enterprise 5,454 shares | Mutual Funds | — | $5K | $785K | 2.0% | |
| Money Market Funds JP Morgan Money Market Fund 181 shares 181 Vanguard Money Market Fund 772,423 shares | Mutual Funds | — | $772K | $772K | 2.0% | |
| Parnassus Core Equity Institutional 12,328 shares | Other securities | — | $12K | $737K | 1.9% | |
| Fidelity Low Priced Fund 49,085 shares | Mutual Funds | — | $49K | $718K | 1.8% | |
| Fidelity International Index 14,206 shares | Mutual Funds | — | $14K | $675K | 1.7% | |
| Artisan International Value Investor 14,172 shares | Other securities | — | $14K | $665K | 1.7% | |
| Goldman Sachs Small/ Mid Cap Growth 23,460 shares | Other securities | — | $23K | $578K | 1.5% | |
| Fidelity Capital & Income Fund 51,118 shares | Mutual Funds | — | $51K | $519K | 1.3% | |
| John Hancock Disciplined Value Mid Cap 16,988 shares | Other securities | — | $17K | $458K | 1.2% | |
| Columbia Small Cap Index Instl 2 19,118 shares | Other securities | — | $19K | $455K | 1.2% | |
| Prudential Jennison Health Sciences 10,323 shares | Other securities | — | $10K | $449K | 1.2% | |
| American Funds 2065 Target Date 25,054 shares | Mutual Funds | — | $25K | $438K | 1.1% | |
| American Funds 2020 Target Date 32,375 shares | Mutual Funds | — | $32K | $436K | 1.1% | |
| American Funds 2010 Target Date 28,310 shares | Mutual Funds | — | $28K | $329K | 0.8% | |
| Participant Loans Notes receivable with interest rates of 4.25% to 9.50%, due through 2029 | Bonds / Notes | — | — | $273K | 0.7% | |
| Fidelity US Bond Index 25,364 shares | Mutual Funds | — | $25K | $259K | 0.7% | |
| DFA Emerging Markets Core Equity I 10,692 shares | Mutual Funds | — | $11K | $249K | 0.6% | |
| Principal Real Estate Securities 8,571 shares | Other securities | — | $9K | $241K | 0.6% | |
| Franklin Small Cap Value Fund 2,292 shares | Mutual Funds | — | $2K | $138K | 0.4% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
