Timothy McCarty signed Jackson Dawson Communications, Inc.'s 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Jackson Dawson Communications, Inc.'s EIN is 38-2326912.
Download the official 2024 Form 5500 (PDF) for Jackson Dawson Communications, Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Jackson Dawson Communications, 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 |
|---|---|---|---|---|---|
| ADP, INC. | 13-3036745 | — | RECORD KEEPER | $58K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| MORGAN STANLEY SMITH BARNEY | 20-8764829 | — | INVESTMENT/FI NANCIAL ADV | $48K | — |
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 | |||||
|---|---|---|---|---|---|---|
| Vanguard Lifestrategy Growth N/R | Mutual Funds | — | — | $12.2M | 21.9% | |
| Vanguard 500 Index Fund ADM N/R | Mutual Funds | — | — | $6.2M | 11.1% | |
| Vanguard Target Retire 2030 N/R | Mutual Funds | — | — | $2.9M | 5.3% | |
| Vanguard Target Retire 2050 N/R | Mutual Funds | — | — | $2.7M | 4.9% | |
| Vanguard Growth Index Fund AD N/R | Mutual Funds | — | — | $2.7M | 4.9% | |
| Vanguard Target Retire 2040 N/R | Mutual Funds | — | — | $2.7M | 4.9% | |
| Vanguard Lifestrategy Moderate Growth N/R | Mutual Funds | — | — | $2.4M | 4.3% | |
| Vanguard Target Retire 2035 N/R | Mutual Funds | — | — | $2.3M | 4.1% | |
| INVESCO STABLE ASSET -ADPZ INVESCO TRUST COMPANY · EIN 27-3884161 / PN 001 | Common Collective Trust | — | — | $1.8M | 3.3% | |
| Vanguard Target Retire 2055 N/R | Mutual Funds | — | — | $1.6M | 2.9% | |
| Vanguard Value Index Fund ADM N/R | Mutual Funds | — | — | $1.5M | 2.8% | |
| Vanguard Target Retire 2025 N/R | Mutual Funds | — | — | $1.3M | 2.3% | |
| Vanguard Target Retire 2045 N/R | Mutual Funds | — | — | $961K | 1.7% | |
| Ishares US Aggregate Bd Index K N/R | Mutual Funds | — | — | $768K | 1.4% | |
| T Rowe Price Growth Stock I N/R | Mutual Funds | — | — | $763K | 1.4% | |
| Vanguard Target Retire 2060 N/R | Mutual Funds | — | — | $740K | 1.3% | |
| BlackRock High Yield K N/R | Mutual Funds | — | — | $727K | 1.3% | |
| BlackRock Global Allocation N/R | Mutual Funds | — | — | $676K | 1.2% | |
| Vanguard Mid-Cap Index - Adm N/R | Mutual Funds | — | — | $627K | 1.1% | |
| Vanguard Small Cap Index ADMR N/R | Mutual Funds | — | — | $610K | 1.1% | |
| Vanguard Dev Market Index Admira N/R | Mutual Funds | — | — | $575K | 1.0% | |
| JPM US Equity Fund R6 N/R | Mutual Funds | — | — | $568K | 1.0% | |
| Vanguard Equity Income ADM N/R | Mutual Funds | — | — | $567K | 1.0% | |
| American Funds American Balanced - R6 N/R | Mutual Funds | — | — | $523K | 0.9% | |
| Amer Funds New Persp R6 N/R | Mutual Funds | — | — | $491K | 0.9% | |
| Vanguard Lifestrat Conservative Growth-IN N/R | Mutual Funds | — | — | $331K | 0.6% | |
| Pioneer Strategic Income R6 N/R | Mutual Funds | — | — | $314K | 0.6% | |
| Vanguard Target Retire Income Inc N/R | Mutual Funds | — | — | $306K | 0.5% | |
| Participant Loans Interest rates: 4.25% - 9.50% $0 | Bonds / Notes | — | — | $294K | 0.5% | |
| Vanguard International Growth ADM N/R | Mutual Funds | — | — | $287K | 0.5% | |
| Vanguard Target Retire 2020 N/R | Mutual Funds | — | — | $242K | 0.4% | |
| Vanguard Emerging Markets Stock Index N/R | Mutual Funds | — | — | $229K | 0.4% | |
| Vanguard Small Cap Value Index ADM N/R | Mutual Funds | — | — | $224K | 0.4% | |
| Artisan Global Opps Inst N/R | Mutual Funds | — | — | $196K | 0.4% | |
| JPM Small Cap Value Index R6 N/R | Mutual Funds | — | — | $181K | 0.3% | |
| Vanguard Real Estate Index AD N/R | Mutual Funds | — | — | $177K | 0.3% | |
| Pioneer Select Mid Cap Growth N/R | Mutual Funds | — | — | $170K | 0.3% | |
| Vanguard Total International Bd Index N/R | Mutual Funds | — | — | $151K | 0.3% | |
| Macquarie Syst EMMKTS EQ R6 N/R | Mutual Funds | — | — | $148K | 0.3% | |
| Vanguard Mid Cap Value Index N/R | Mutual Funds | — | — | $145K | 0.3% | |
| DFA Intl Small Cap GR Inst N/R | Mutual Funds | — | — | $144K | 0.3% | |
| Vanguard Target Retire 2065 N/R | Mutual Funds | — | — | $119K | 0.2% | |
| PIMCO Commodity Real Return N/R | Mutual Funds | — | — | $101K | 0.2% | |
| Vanguard Small Cap Grow Index - Admira N/R | Mutual Funds | — | — | $92K | 0.2% | |
| Vanguard International Value - Inv N/R | Mutual Funds | — | — | $75K | 0.1% | |
| Vanguard Strategic Equity - Inv N/R | Mutual Funds | — | — | $62K | 0.1% | |
| Vanguard Midcap Growth Index AD N/R | Mutual Funds | — | — | $50K | <0.1% | |
| Janus Henderson Triton Fund N N/R | Mutual Funds | — | — | $46K | <0.1% | |
| DFA Global Real Estate Sec I N/R | Mutual Funds | — | — | $41K | <0.1% | |
| DFA US Small Cap Portfolio Inst. N/R | Mutual Funds | — | — | $32K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
