Benjamin C. Moncher signed JHI Group Inc.'s 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
JHI Group Inc.'s EIN is 34-0894044.
Download the official 2024 Form 5500 (PDF) for JHI Group Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)JHI Group Inc.'s plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, automatic enrollment, 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 ANNUITY INSURANCE COMPANY | — | GREENWOOD VILLAGE, CO | RECORDKEEPER | $31K | — |
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 2040 I | Other securities | — | — | $2.4M | 10.4% | |
| t. rowe price retirement 2030 I | Other securities | — | — | $2.2M | 9.6% | |
| baird core plus bond inst | Other securities | — | — | $2.2M | 9.3% | |
| pimcoincomefund institutional class | Other securities | — | — | $2.0M | 8.7% | |
| t. rowe price retirement 2035 I | Other securities | — | — | $1.6M | 7.0% | |
| fidelity 500 index fund | Common Collective Trusts | — | — | $1.5M | 6.6% | |
| PUTNAM STABLE VALUE FUND PUTNAM INVESTMENTS · EIN 04-3159710 / PN 202 | Common Collective Trust | — | — | $1.3M | 5.6% | |
| t. rowe price retirement 2050 I | Other securities | — | — | $1.1M | 4.6% | |
| t. rowe price retirement 2045 I | Other securities | — | — | $1.0M | 4.4% | |
| dodge & cox international stock x | Mutual Funds | — | — | $897K | 3.9% | |
| american funds europacific growth r6 | Mutual Funds | — | — | $885K | 3.8% | |
| mfs growth r4 | Mutual Funds | — | — | $881K | 3.8% | |
| fidelity international index | Mutual Funds | — | — | $828K | 3.6% | |
| fidelity extended market index | Mutual Funds | — | — | $771K | 3.3% | |
| jpmorgan equity income r6 | Other securities | — | — | $681K | 2.9% | |
| harbor small cap value retirement | Other securities | — | — | $661K | 2.8% | |
| t. rowe price retirement 2055 I | Other securities | — | — | $653K | 2.8% | |
| t. rowe price integr us small-Cap grwt eqty mv | Other securities | — | — | $528K | 2.3% | |
| t. rowe price retirement 2060 I | Other securities | — | — | $440K | 1.9% | |
| t. rowe price retirement 2065 I | Other securities | — | — | $240K | 1.0% | |
| pimco real return insti | Mutual Funds | — | — | $232K | 1.0% | |
| participant loans | Participant loans | — | — | $112K | 0.5% | |
| rowe price retirement 2020 I | Mutual Funds | — | — | $101K | 0.4% | |
| t. rowe price retirement 2025 I | Other securities | — | — | $49K | 0.2% | |
| t. rowe price retirement 2010 I | Other securities | — | — | $8K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
