Timothy Thompson signed Jacent Strategic Merchandising's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Jacent Strategic Merchandising's EIN is 32-0473691.
Download the official 2024 Form 5500 (PDF) for Jacent Strategic Merchandising from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Jacent Strategic Merchandising'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 |
|---|---|---|---|---|---|
| ADP, INC. | 13-3036745 | — | RECORD KEEPER | $41K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| CREATIVE PLANNING HOLDCO, LLC | 84-4519624 | — | INVESTMENT/FINANCIAL ADVI | $35K | — |
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 | |||||
|---|---|---|---|---|---|---|
| AMC ONE CHOICE 2035 TRUST L GLOBAL TRUST COMPANY · EIN 30-6406015 / PN 001 | Common Collective Trust | — | — | $1.5M | 19.4% | |
| AMC ONE CHOICE 2025 TRUST L GLOBAL TRUST COMPANY · EIN 30-6406015 / PN 001 | Common Collective Trust | — | — | $1.0M | 13.4% | |
| AMC ONE CHOICE 2040 TRUST L GLOBAL TRUST COMPANY · EIN 30-6406015 / PN 001 | Common Collective Trust | — | — | $933K | 12.2% | |
| AMC ONE CHOICE 2030 TRUST L GLOBAL TRUST COMPANY · EIN 30-6406015 / PN 001 | Common Collective Trust | — | — | $811K | 10.6% | |
| AMC ONE CHOICE 2055 TRUST L GLOBAL TRUST COMPANY · EIN 30-6406015 / PN 001 | Common Collective Trust | — | — | $522K | 6.8% | |
| AMC ONE CHOICE 2045 TRUST L GLOBAL TRUST COMPANY · EIN 30-6406015 / PN 001 | Common Collective Trust | — | — | $471K | 6.1% | |
| FID 500 IND | Registered Investment Companies | — | — | $383K | 5.0% | |
| AMC ONE CHOICE 2050 TRUST L GLOBAL TRUST COMPANY · EIN 30-6406015 / PN 001 | Common Collective Trust | — | — | $353K | 4.6% | |
| AMC OC IN RETIREMENT TRUST L GLOBAL TRUST COMPANY · EIN 30-6406015 / PN 001 | Common Collective Trust | — | — | $254K | 3.3% | |
| PUTNAM STABLE VALUE FUND - 20 PUTNAM FIDUCIARY TRUST COMPANY · EIN 04-3159710 / PN 202 | Common Collective Trust | — | — | $221K | 2.9% | |
| AMC ONE CHOICE 2060 TRUST L GLOBAL TRUST COMPANY · EIN 30-6406015 / PN 001 | Common Collective Trust | — | — | $206K | 2.7% | |
| T ROWE LARGE CAP GROWTH I | Registered Investment Companies | — | — | $145K | 1.9% | |
| AMC ONE CHOICE 2065 TRUST L GLOBAL TRUST COMPANY · EIN 30-6406015 / PN 001 | Common Collective Trust | — | — | $133K | 1.7% | |
| MFS MID CAP VALUE FUND - R6 | Registered Investment Companies | — | — | $114K | 1.5% | |
| BAIRD CORE PLUS BOND INSTL 818 REGISTERED INVESTMENT COMPANY FID MID CAP INDEX | Registered Investment Companies | — | — | $98K | 1.3% | |
| FID INTERNATIONAL INDEX | Registered Investment Companies | — | — | $67K | 0.9% | |
| FID SMALL CAP INDEX | Registered Investment Companies | — | — | $62K | 0.8% | |
| FID US BOND IND | Registered Investment Companies | — | — | $37K | 0.5% | |
| AMERICAN FUNDS NEW WORLD R6 | Registered Investment Companies | — | — | $36K | 0.5% | |
| T ROWE PRICE OVERSEAS STOCK | Registered Investment Companies | — | — | $36K | 0.5% | |
| GS SMALL MID CAP GR R6 | Registered Investment Companies | — | — | $32K | 0.4% | |
| COLUMBIA DIVIDEND INCOME I3 | Registered Investment Companies | — | — | $29K | 0.4% | |
| PIMCO INCOME FUND - INSTL | Registered Investment Companies | — | — | $21K | 0.3% | |
| PRINCIPAL SMALLCAP GROWTH I R6 | Registered Investment Companies | — | — | $15K | 0.2% | |
| MACQUARIE SMALL CAP VALUE R6 | Registered Investment Companies | — | — | $11K | 0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
