Scott Jensen signed CURT G. JOA, Inc.'s 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
CURT G. JOA, Inc.'s EIN is 39-0376520.
Download the official 2024 Form 5500 (PDF) for CURT G. JOA, Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)CURT G. JOA, 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 |
|---|---|---|---|---|---|
| EMPOWER ANNUITY INSURANCE COMPANY O | — | GREENWOOD VILLAGE, CO | RECORDKEEPER | $37K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| FRANCIS LLC | — | BROOKFIELD, WI | INVESTMENT ADVISOR | $78K | — |
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 | |||||
|---|---|---|---|---|---|---|
| PUTNAM STABLE VALUE FUND PUTNAM INVESTMENTS · EIN 04-3159710 / PN 202 | Common Collective Trust | — | — | $8.6M | 10.3% | |
| Fidelity investments Fidelity 500 Index Fund | Common Collective Trusts | — | — | $7.5M | 9.0% | |
| T. Rowe Price T Rowe Price Blue Chip Growth Fund | Mutual Funds | — | — | $6.7M | 8.1% | |
| T. ROWE PRICE RETIREMENT 2040 TRUST T. ROWE PRICE COLLECTIVE TRUSTS · EIN 35-6941729 / PN 001 | Common Collective Trust | — | — | $5.4M | 6.5% | |
| T. ROWE PRICE RETIREMENT 2030 TRUST T. ROWE PRICE COLLECTIVE TRUSTS · EIN 38-7010946 / PN 001 | Common Collective Trust | — | — | $5.1M | 6.1% | |
| JPMorgan U.S. Value Fund Class R6 | Other securities | — | — | $4.3M | 5.2% | |
| American Funds American Europacific Growth Fund | Mutual Funds | — | — | $4.3M | 5.1% | |
| T. ROWE PRICE RETIREMENT 2050 TRUST T. ROWE PRICE COLLECTIVE TRUSTS · EIN 30-6303214 / PN 001 | Common Collective Trust | — | — | $3.6M | 4.3% | |
| Victory Capital Victory Integrity Small Cap Value Fund | Other securities | — | — | $3.3M | 3.9% | |
| AMG Funds AMG Timessquare Small Cap Growth Fund | Other securities | — | — | $3.2M | 3.8% | |
| Goldman Sachs Goldman Sachs Emerging Markets Equity Fund | Other securities | — | — | $3.0M | 3.6% | |
| T. ROWE PRICE RETIREMENT 2045 TRUST T. ROWE PRICE COLLECTIVE TRUSTS · EIN 32-6199848 / PN 001 | Common Collective Trust | — | — | $3.0M | 3.6% | |
| T. ROWE PRICE RETIREMENT 2055 TRUST T. ROWE PRICE COLLECTIVE TRUSTS · EIN 35-6941728 / PN 001 | Common Collective Trust | — | — | $2.9M | 3.5% | |
| T. ROWE PRICE RETIREMENT 2025 TRUST T. ROWE PRICE COLLECTIVE TRUSTS · EIN 37-6495447 / PN 001 | Common Collective Trust | — | — | $2.6M | 3.2% | |
| Fidelity Investments Fidelity Mid Cap Index Fund | Common Collective Trusts | — | — | $2.5M | 3.0% | |
| Pimco Funds Institutional Pimco Commodities Plus Strategy | Mutual Funds | — | — | $2.2M | 2.6% | |
| Baird Advisors Baird Intermediate Bond Fund | Other securities | — | — | $2.1M | 2.5% | |
| Dimensional Fund Advisors DFA Inflation Protection Securities Fund | Mutual Funds | — | — | $2.1M | 2.5% | |
| T. ROWE PRICE RETIREMENT 2020 TRUST T. ROWE PRICE COLLECTIVE TRUSTS · EIN 36-7594871 / PN 001 | Common Collective Trust | — | — | $1.8M | 2.2% | |
| T. ROWE PRICE RETIREMENT 2060 TRUST T. ROWE PRICE COLLECTIVE TRUSTS · EIN 47-1088316 / PN 001 | Common Collective Trust | — | — | $1.7M | 2.0% | |
| T. ROWE PRICE RETIREMENT BALANCED T T. ROWE PRICE COLLECTIVE TRUSTS · EIN 38-7011316 / PN 001 | Common Collective Trust | — | — | $1.5M | 1.8% | |
| MFS Investment Management MFS Emerging Markets Debt Fund | Mutual Funds | — | — | $1.3M | 1.5% | |
| T. ROWE PRICE RETIREMENT 2035 TRUST T. ROWE PRICE COLLECTIVE TRUSTS · EIN 36-7595013 / PN 001 | Common Collective Trust | — | — | $1.1M | 1.4% | |
| T. ROWE PRICE RETIREMENT 2065 TRUST T. ROWE PRICE COLLECTIVE TRUSTS · EIN 85-1763138 / PN 001 | Common Collective Trust | — | — | $584K | 0.7% | |
| T. ROWE PRICE RETIREMENT 2010 TRUST T. ROWE PRICE COLLECTIVE TRUSTS · EIN 32-6199795 / PN 001 | Common Collective Trust | — | — | $422K | 0.5% | |
| T. ROWE PRICE RETIREMENT 2015 TRUST T. ROWE PRICE COLLECTIVE TRUSTS · EIN 35-6941654 / PN 001 | Common Collective Trust | — | — | $29K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
