Brent Hagen signed Jones Dairy Farm's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Jones Dairy Farm's EIN is 39-0380850.
Download the official 2024 Form 5500 (PDF) for Jones Dairy Farm from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Jones Dairy Farm's plan includes a 401(k) feature, a default investment (QDIA), ERISA 404(c) participant direction, 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 | -$22K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| CLIFTONLARSONALLEN LLP | 41-0746749 | — | ACCOUNTANT/AUDITOR | $10K | — |
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 | |||||
|---|---|---|---|---|---|---|
| Fidelity Growth Company Fund K | Mutual Funds | — | — | $4.6M | 14.6% | |
| Fidelity Contrafund Fund K | Mutual Funds | — | — | $2.9M | 9.2% | |
| Fidelity Freedom 2030 Fund | Mutual Funds | — | — | $2.9M | 9.1% | |
| American Funds American Mutual R6 | Mutual Funds | — | — | $1.9M | 5.9% | |
| Fidelity Freedom 2025 Fund | Mutual Funds | — | — | $1.7M | 5.3% | |
| Fidelity Freedom 2040 Fund | Mutual Funds | — | — | $1.5M | 4.9% | |
| Fidelity Freedom 2020 Fund | Mutual Funds | — | — | $1.3M | 4.1% | |
| Fidelity Puritan Fund K | Mutual Funds | — | — | $1.3M | 4.0% | |
| MassMutual Premier Small Cap Opportunities Fund Class I | Other securities | — | — | $1.2M | 3.9% | |
| Carillon Eagle Mid Cap Growth Fund Class R6 | Other securities | — | — | $1.1M | 3.7% | |
| Fidelity Low Priced Stock Fund K | Mutual Funds | — | — | $1.1M | 3.4% | |
| Fidelity Diversified International Fund K | Mutual Funds | — | — | $1.1M | 3.3% | |
| Fidelity Freedom 2045 Fund | Mutual Funds | — | — | $1.0M | 3.2% | |
| Fidelity Managed Income Portfolio | Mutual Funds | — | — | $933K | 3.0% | |
| MIP CL 1 FIDELITY MANAGEMENT TRUST COMPANY · EIN 04-3022712 / PN 024 | Common Collective Trust | — | — | $933K | 3.0% | |
| Fidelity Freedom 2035 Fund | Mutual Funds | — | — | $873K | 2.8% | |
| Fidelity Freedom 2050 Fund | Mutual Funds | — | — | $866K | 2.8% | |
| Fidelity 500 Index | Common Collective Trusts | — | — | $834K | 2.7% | |
| Fidelity Freedom 2055 Fund | Mutual Funds | — | — | $640K | 2.0% | |
| Fidelity Government Money Market | Mutual Funds | — | — | $607K | 1.9% | |
| Fidelity International Discovery Fund K | Mutual Funds | — | — | $599K | 1.9% | |
| Fidelity Freedom 2060 Fund | Mutual Funds | — | — | $331K | 1.1% | |
| Allspring Special Mid Cap Value R6 | Other securities | — | — | $288K | 0.9% | |
| Fidelity Total Bond Fund K6 | Mutual Funds | — | — | $271K | 0.9% | |
| Fidelity Mid Cap Index Fund | Common Collective Trusts | — | — | $267K | 0.8% | |
| Participant Loans | Participant loans | — | — | $255K | 0.8% | |
| Fidelity Global Ex US Index Fund | Common Collective Trusts | — | — | $186K | 0.6% | |
| Fidelity Small Cap Index Fund | Common Collective Trusts | — | — | $164K | 0.5% | |
| Fidelity US Bond Index Fund | Common Collective Trusts | — | — | $164K | 0.5% | |
| American Century Government Bond Fund R5 | U.S. Treasuries | — | — | $160K | 0.5% | |
| Fidelity Freedom 2015 Fund | Mutual Funds | — | — | $151K | 0.5% | |
| Fidelity Inflation Premium Bond Index | Mutual Funds | — | — | $132K | 0.4% | |
| Fidelity Freedom 2010 Fund | Mutual Funds | — | — | $121K | 0.4% | |
| Self-Directed Brokerage Accounts | Self-Directed Brokerage | — | — | $83K | 0.3% | |
| Fidelity Freedom 2065 Fund | Mutual Funds | — | — | $65K | 0.2% | |
| Fidelity Freedom Income Fund | Mutual Funds | — | — | $5 | <0.1% |
