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, a leveraged ESOP, an S-corporation ESOP.
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| PRINCIPAL LIFE INSURANCE CO | 42-0127290 | CLEVELAND, OH | THIRD PARTY ADMINISTRATOR | $24K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| EDWARD D. JONES & CO., L.P. | 43-0345811 | SAINT LOUIS, MO |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| [Assets held in employer securities] | Other | — | — | $27.5M | 73.4% | |
| [Assets held in registered investment companies (mutual funds)] | Other | — | — | $4.8M | 12.9% | |
| [Assets held in interest-bearing cash] | Other | — | — | $2.2M | 5.9% |
| INVESTMENT MANAGEMENT |
| $33K |
| — |
| MANAGEMENT PLANNING, INC. | 21-0646362 | LAWRENCEVILLE, NJ | VALUATION ADVISOR | $13K | — |
| HIGHLAND CONSULTING ASSOCIATES, INC | 34-1753575 | WESTLAKE, OH | INVESTMENT MANAGEMENT | $9K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| THE MGM GROUP INC | 93-4596146 | CHAGRIN FALLS, OH | TRUSTEE | $7K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| PAYNE NICKLES & COMPANY | 34-1664586 | NORWALK, OH | AUDITOR | $32K | — |
