Lindsay Browner signed JBGS Employee Company LLC's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
JBGS Employee Company LLC's EIN is 36-4861256.
Download the official 2024 Form 5500 (PDF) for JBGS Employee Company LLC from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)JBGS Employee Company 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 |
|---|---|---|---|---|---|
| EMPOWER ANNUITY INSURANCE COMPANY | 06-1050034 | GREENWOOD VILLAGE, CO | RECORDKEEPER | $92K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| KESTRA ADVISORY SERVICES LLC | 35-2552359 | AUSTIN, TX | INVESTMENT ADVISOR | $30K | — |
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.
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| TOOLE KATZ & ROEMERSMA LLP | 47-1767422 | ARLINGTON, VA | AUDITOR | $16K | — |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| Vanguard 500 Index Admiral Mutual fund (1) | Common Collective Trusts | — | — | $18.7M | 14.1% | |
| T. Rowe Price Large Cap Growth Mutual fund (1) | Other securities | — | — | $15.1M | 11.4% | |
| Empower Annuity Insurance Company Guaranteed Income Fund Guaranteed income fund (1) | Common Stocks | — | — | $14.3M | 10.8% | |
| LARGE CAP VALUE I1 GREAT GRAY · EIN 38-4065329 / PN 426 | Common Collective Trust | — | — | $11.3M | 8.5% | |
| JP Morgan US Equity R6 Mutual fund (1) | Other securities | — | — | $6.2M | 4.7% | |
| INTERNATIONAL EQUITY FUND FEE CLASS GREAT GRAY · EIN 38-4139853 / PN 631 | Common Collective Trust | — | — | $5.9M | 4.5% | |
| MID CAP GRO II CLASS R1 GREAT GRAY TRUST COMPANY, LLC · EIN 38-7304118 / PN 001 | Common Collective Trust | — | — | $5.9M | 4.4% | |
| American Funds New World R6 Mutual fund (1) | Mutual Funds | — | — | $5.7M | 4.3% | |
| Fidelity Small Cap Growth K6 Mutual fund (1) | Mutual Funds | — | — | $5.7M | 4.3% | |
| Victory Sycamore Established Value I Mutual fund (1) | Other securities | — | — | $5.7M | 4.3% | |
| PRUDENTIAL CORE PLUS BOND FUND PGIM INVESTMENTS · EIN 23-6994310 / PN 165 | Common Collective Trust | — | — | $5.6M | 4.2% | |
| Victory Sycamore Small Co. Opportunity I Mutual fund (1) | Common Stocks | — | — | $4.3M | 3.3% | |
| INTERNATIONAL STOCK I1 GREAT GRAY · EIN 82-2436292 / PN 342 | Common Collective Trust | — | — | $4.3M | 3.3% | |
| Mid Cap Index Admiral Mutual fund (1) | Other securities | — | — | $2.7M | 2.0% | |
| Small Cap Index Admiral Mutual fund (1) | Other securities | — | — | $2.6M | 2.0% | |
| AB Global Bond Z Mutual fund (1) | Other securities | — | — | $2.2M | 1.7% | |
| SA/INVESCO GLOBAL STRATEGY FUND EMPOWER ANNUITY INSURANCE COMPANY · EIN 06-1050034 / PN 308 | Pooled Separate Account | — | — | $1.6M | 1.2% | |
| Notes receivable from participants Interest rates: 5.25% - 10.50%, various | Bonds / Notes | — | — | $1.2M | 0.9% | |
| Index Fund Admiral Mutual fund (1) | Real Estate | — | — | $1.1M | 0.8% | |
| BlackRock High Yield Portfolio K Mutual fund (1) | Other securities | — | — | $940K | 0.7% |
