Scott Selfridge signed Bill Jacobs Motorsport Holdings, Inc.'s 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Bill Jacobs Motorsport Holdings, Inc.'s EIN is 36-3462757.
Download the official 2024 Form 5500 (PDF) for Bill Jacobs Motorsport Holdings, Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Bill Jacobs Motorsport Holdings, 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 | 01-0233346 | — | RECORDKEEPER | $26K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| CREATIVE PLANNING | — | OVERLAND PARK, KS | FINANCIAL ADVISOR | $13K | — |
| MESIROW FINANCIAL | 36-3429599 |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| Vanguard Target Ret 2045 Fund | Mutual Funds | — | — | $2.1M | 14.3% | |
| Vanguard 500 Index Fd Admiral | Common Collective Trusts | — | — | $1.7M | 11.6% | |
| Vanguard Target Ret 2055 Fund | Mutual Funds | — | — | $1.5M | 10.5% | |
| JP Morgan Large Growth R6 | Other securities | — | — | $1.1M | 7.8% | |
| Vanguard Target Ret 2050 Fund | Mutual Funds | — | — | $1.0M | 7.1% | |
| Vanguard Target Ret 2040 Fund | Mutual Funds | — | — | $990K | 6.8% | |
| Janus Henderson Enterprise Fund (N) | Mutual Funds | — | — | $819K | 5.7% | |
| Vanguard Target Ret 2025 Fund | Mutual Funds | — | — | $656K | 4.5% | |
| Vanguard Target Ret 2035 Fund | Mutual Funds | — | — | $572K | 4.0% | |
| Vanguard Target Ret 2030 Fund | Mutual Funds | — | — | $512K | 3.5% | |
| Vanguard Target Ret 2060 Fund | Mutual Funds | — | — | $451K | 3.1% | |
| American Funds Wash Mutual Inv Fd R6 | Mutual Funds | — | — | $437K | 3.0% | |
| Vanguard Sm-Cap Index Fd Adm | Mutual Funds | — | — | $347K | 2.4% | |
| American Funds New Perspective R6 | Mutual Funds | — | — | $326K | 2.3% | |
| American Funds Balanced Fund R6 | Mutual Funds | — | — | $301K | 2.1% | |
| Vanguard Target Ret 2065 Fund | Mutual Funds | — | — | $296K | 2.0% | |
| Notes receivable from participants 5.25% - 10.50% -0- | Bonds / Notes | — | — | $247K | 1.7% | |
| American Funds EuroPacific Growth R6 | Mutual Funds | — | — | $158K | 1.1% | |
| Vanguard Mid-Cap Index Adm | Mutual Funds | — | — | $141K | 1.0% | |
| PGIM High Yield R6 | Other securities | — | — | $117K | 0.8% | |
| William Blair Small-Cap Value I | Other securities | — | — | $105K | 0.7% | |
| Blackrock Total Return Fund | Other securities | — | — | $97K | 0.7% | |
| Vanguard Ttl Bd Mkt Ind Adm | Mutual Funds | — | — | $95K | 0.7% | |
| Vanguard Fed Money Market | Mutual Funds | — | — | $89K | 0.6% | |
| John Hancock Stable Value Guaranteed Inc | Stable Value | — | — | $78K | 0.5% | |
| Vanguard Total Int Idx Adm | Common Collective Trusts | — | — | $63K | 0.4% | |
| Vanguard Target Ret Income Fd | Mutual Funds | — | — | $59K | 0.4% | |
| JP Morgan US Govt MMkt-Cap Cl | Other securities | — | — | $56K | 0.4% | |
| Victory Syca Est Value R6 | Other securities | — | — | $27K | 0.2% | |
| Vanguard Target Ret 2020 Fund | Mutual Funds | — | — | $4K | <0.1% | |
| Cash Interest bearing | Cash / Money Market | — | — | $2K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| — |
| FINANCIAL ADVISOR |
| $12K |
| — |
