Sean Opitz signed Jerry's GM, LLC's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Jerry's GM, LLC's EIN is 36-4623085.
Download the official 2024 Form 5500 (PDF) for Jerry's GM, LLC from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Jerry's GM, LLC'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 |
|---|---|---|---|---|---|
| TRANSAMERICA FINANCIAL LIFE INSURAN | 36-6071399 | — | RECORDKEEPER | $9K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| BENTOAK CAPITAL | 47-2206045 | — | INVESTMENT ADVISORY PLAN | $56K | — |
| LPL FINANCIAL CORPORATION |
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 | |||||
|---|---|---|---|---|---|---|
| Transamerica Financial Life Insurance Company | Common Stocks | — | — | $3.9M | 22.9% | |
| TRANSAMERICA LARGE CAP GROWTH RET TRANSAMERICA FINANCIAL LIFE INS CO · EIN 36-6071399 / PN 537 | Pooled Separate Account | — | — | $2.3M | 13.8% | |
| JPMORGAN EQUITY INCOME RET ACCT TRANSAMERICA FINANCIAL LIFE INS CO · EIN 36-6071399 / PN 579 | Pooled Separate Account | — | — | $1.7M | 10.3% | |
| PRUDENTIAL TOTAL RETURN BOND RET TRANSAMERICA FINANCIAL LIFE INS CO · EIN 36-6071399 / PN 597 | Pooled Separate Account | — | — | $1.1M | 6.7% | |
| AMERICAN CENTURY MID CAP VALUE RET TRANSAMERICA FINANCIAL LIFE INS CO · EIN 36-6071399 / PN 276 | Pooled Separate Account | — | — | $1.1M | 6.6% | |
| AMERICAN FUNDS NEW PERSPECTIVE RET TRANSAMERICA FINANCIAL LIFE INS CO · EIN 36-6071399 / PN 255 | Pooled Separate Account | — | — | $945K | 5.6% | |
| TRANSAMERICA MID-CAP GROWTH RET TRANSAMERICA FINANCIAL LIFE INS CO · EIN 36-6071399 / PN 635 | Pooled Separate Account | — | — | $938K | 5.6% | |
| TRANSAMERICA INTL GROWTH RET ACCT TRANSAMERICA FINANCIAL LIFE INS CO · EIN 36-6071399 / PN 168 | Pooled Separate Account | — | — | $761K | 4.5% | |
| MFS INTL DIVERSIFICATION TRANSAMERICA FINANCIAL LIFE INS CO · EIN 36-6071399 / PN 662 | Pooled Separate Account | — | — | $727K | 4.3% | |
| DFA U.S. TARGETED VALUE PORTFOLIO TRANSAMERICA FINANCIAL LIFE INS CO · EIN 36-6071399 / PN 527 | Pooled Separate Account | — | — | $636K | 3.8% | |
| CLEARBRIDGE SMALL CAP GROWTH RET AC TRANSAMERICA FINANCIAL LIFE INS CO · EIN 36-6071399 / PN 380 | Pooled Separate Account | — | — | $541K | 3.2% | |
| COLUMBIA DIVIDEND INCOME TRANSAMERICA FINANCIAL LIFE INS CO · EIN 36-6071399 / PN 632 | Pooled Separate Account | — | — | $525K | 3.1% | |
| AEGON US HIGH YIELD RET ACCT TRANSAMERICA FINANCIAL LIFE INS CO · EIN 36-6071399 / PN 508 | Pooled Separate Account | — | — | $321K | 1.9% | |
| DFA INFL-PROTECTED SEC PORTFOLIO RE TRANSAMERICA FINANCIAL LIFE INS CO · EIN 36-6071399 / PN 526 | Pooled Separate Account | — | — | $305K | 1.8% | |
| DFA EMERGING MARKETS PORTFOLIO RET TRANSAMERICA FINANCIAL LIFE INS CO · EIN 36-6071399 / PN 525 | Pooled Separate Account | — | — | $302K | 1.8% | |
| Participant loans | Participant loans | — | — | $240K | 1.4% | |
| TA VANGUARD REAL ESTATE INDEX RET TRANSAMERICA FINANCIAL LIFE INS CO · EIN 36-6071399 / PN 130 | Pooled Separate Account | — | — | $218K | 1.3% | |
| GOLDMAN SACHS DYNAMIC BOND RET ACCT TRANSAMERICA FINANCIAL LIFE INS CO · EIN 36-6071399 / PN 641 | Pooled Separate Account | — | — | $124K | 0.7% | |
| THORNBURG INVESTMENT INCOME BUILDER TRANSAMERICA FINANCIAL LIFE INS CO · EIN 36-6071399 / PN 544 | Pooled Separate Account | — | — | $59K | 0.4% | |
| BLACKROCK GLOBAL ALLOCATION RET ACC TRANSAMERICA FINANCIAL LIFE INS CO · EIN 36-6071399 / PN 277 | Pooled Separate Account | — | — | $38K | 0.2% | |
| GOLDMAN SACHS INCOME BUILDER RET AC TRANSAMERICA FINANCIAL LIFE INS CO · EIN 36-6071399 / PN 695 | Pooled Separate Account | — | — | $21K | 0.1% | |
| PGJM Total Return Bond Ret Acct | Other securities | — | — | $30 | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| 04-3046611 |
| — |
| INVESTMENT ADVISORY PLAN |
| $10K |
| — |
