Troy Sarles signed JM Longyear, LLC's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
JM Longyear, LLC's EIN is 38-3306338.
Download the official 2024 Form 5500 (PDF) for JM Longyear, LLC from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)JM Longyear, LLC's plan includes a default investment (QDIA), profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a self-directed brokerage window.
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| FIDELITY INVESTMENTS INSTITUTIONAL | 04-2647786 | — | RECORDKEEPER | $25K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| KERBER ROSE WEALTH MANAGEMENT | 30-0793896 | — | ADVISOR | $18K | — |
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.
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| American Funds American Funds American Balanced Fund N/A | Mutual Funds | — | — | $1.6M | 13.3% | |
| Fidelity Freedom Index 2045 IPR N/A | Mutual Funds | — | — | $1.4M | 11.2% | |
| Fidelity 500 Index Fund N/A | Common Collective Trusts | — | — | $1.3M | 10.7% | |
| JP Morgan JP Morgan Large Cap Growth Fund N/A | Other securities | — | — | $702K | 5.8% | |
| Fidelity Freedom Index 2055 IPR N/A | Mutual Funds | — | — | $611K | 5.0% | |
| Fidelity Freedom Index 2035 IPR N/A | Mutual Funds | — | — | $602K | 5.0% | |
| Fidelity Freedom Index 2060 IPR N/A | Mutual Funds | — | — | $597K | 4.9% | |
| Fidelity Freedom Index 2050 IPR N/A | Mutual Funds | — | — | $502K | 4.1% | |
| Fidelity Freedom Index 2030 IPR N/A | Mutual Funds | — | — | $433K | 3.6% | |
| Fidelity Freedom Index 2040 IPR N/A | Mutual Funds | — | — | $416K | 3.4% | |
| JP Morgan JP Morgan U.S. Equity Fund N/A | Other securities | — | — | $362K | 3.0% | |
| Fidelity Large Cap Growth Index Fund N/A | Common Collective Trusts | — | — | $293K | 2.4% | |
| Fidelity Small Cap Value Fund N/A | Mutual Funds | — | — | $269K | 2.2% | |
| Fidelity Puritan Fund N/A | Mutual Funds | — | — | $245K | 2.0% | |
| JP Morgan JP Morgan Small Cap Growth Index Fund N/A | Common Collective Trusts | — | — | $232K | 1.9% | |
| Fidelity Small Cap Index Fund N/A | Common Collective Trusts | — | — | $223K | 1.8% | |
| INTL GROWTH II R1 GREAT GRAY TRUST COMPANY · EIN 38-4139842 / PN 619 | Common Collective Trust | — | — | $190K | 1.6% | |
| Notes Receivable from Participants * Participant loans Interest rates ranging from 4.25% - 9.50% -0- | Bonds / Notes | — | — | $187K | 1.5% | |
| JP Morgan JP Morgan Equity Income Fund N/A | Other securities | — | — | $186K | 1.5% | |
| Fidelity Freedom Index 2020 IPR N/A | Mutual Funds | — | — | $162K | 1.3% | |
| Fidelity Freedom Index 2025 IPR N/A | Mutual Funds | — | — | $157K | 1.3% | |
| iShares Russell Small/Mid-Cap Index Fund N/A | Common Collective Trusts | — | — | $144K | 1.2% | |
| Fidelity Asset Manager 40% Fund N/A | Mutual Funds | — | — | $142K | 1.2% | |
| iShares Russell Mid-Cap Index Fund N/A | Common Collective Trusts | — | — | $137K | 1.1% | |
| BlackRock Health Sciences Opportunities Portfolio Fund N/A | Other securities | — | — | $112K | 0.9% | |
| PGIM Mid Cap Growth Fund N/A | Other securities | — | — | $104K | 0.9% | |
| Fidelity Balanced Fund N/A | Mutual Funds | — | — | $102K | 0.8% | |
| American Funds American Funds New World Fund N/A | Mutual Funds | — | — | $95K | 0.8% | |
| PGIM High Yield Fund N/A | Other securities | — | — | $76K | 0.6% | |
| DFA Real Estate Securities Portfolio Fund N/A | Mutual Funds | — | — | $66K | 0.5% | |
| Fidelity Self directed brokerage accounts N/A | Self-Directed Brokerage | — | — | $66K | 0.5% | |
| Vanguard International Growth Fund N/A | Mutual Funds | — | — | $57K | 0.5% | |
| Fidelity Freedom Index 2070 IPR N/A 151 Franklin Utilities Fund N/A | Mutual Funds | — | — | $44K | 0.4% | |
| Fidelity Large Cap Value Index Fund N/A | Common Collective Trusts | — | — | $43K | 0.4% | |
| PIMCO Diversified Income Fund N/A | Mutual Funds | — | — | $37K | 0.3% | |
| Fidelity Freedom Index Fund N/A | Common Collective Trusts | — | — | $28K | 0.2% | |
| Vanguard Mid Cap Value Index Fund N/A | Common Collective Trusts | — | — | $28K | 0.2% | |
| PGIM Total Return Bond Fund N/A | Other securities | — | — | $26K | 0.2% | |
| Standard Insurance Company Stable Asset Fund II N/A | Common Stocks | — | — | $24K | 0.2% | |
| Fidelity Freedom Index 2065 IPR N/A | Mutual Funds | — | — | $23K | 0.2% | |
| Metropolitan West Total Return Bond Fund I N/A | Other securities | — | — | $12K | 0.1% | |
| Fidelity Government Money Market N/A | Mutual Funds | — | — | $4K | <0.1% | |
| PGIM Global Total Return Fund N/A | Other securities | — | — | $3K | <0.1% | |
| American Century American Century Mid Cap Value Index Fund N/A | Common Collective Trusts | — | — | $3K | <0.1% | |
| Fidelity Total Market Index N/A | Common Collective Trusts | — | — | $2K | <0.1% |
