Mandy Michalec signed JARP Industries, Inc.'s 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
JARP Industries, Inc.'s EIN is 39-0833575.
Download the official 2024 Form 5500 (PDF) for JARP Industries, Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)JARP Industries, 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 |
|---|---|---|---|---|---|
| ASSOCIATED TRUST COMPANY, N.A. | 30-0219031 | — | NONE | $68K | — |
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 | |||||
|---|---|---|---|---|---|---|
| STABLE VALUE FUND PRINCIPAL GLOBAL INVESTORS TRUST COMPANY · EIN 93-6274329 / PN 001 | Common Collective Trust | — | — | $4.7M | 22.1% | |
| Vanguard Group Vanguard Index TR 500 Admiral SHS | Mutual Funds | — | — | $2.8M | 13.0% | |
| ASSOCIATED BALANCED LIFESTAGE FUND ASSOCIATED TRUST COMPANY, N.A. · EIN 39-6771933 / PN 001 | Common Collective Trust | — | — | $2.5M | 11.7% | |
| ASSOC GROWTH BAL LIFESTAGE FUND ASSOCIATED TRUST COMPANY, N.A. · EIN 39-6771934 / PN 001 | Common Collective Trust | — | — | $1.8M | 8.3% | |
| American Funds Am Fds Growth Fd of America Cl R6 | Mutual Funds | — | — | $1.3M | 6.2% | |
| Vanguard Group Vanguard Mid Cap Index ADM | Mutual Funds | — | — | $1.0M | 4.9% | |
| ASSOC CONSERV GROWTH LIFESTAGE FUND ASSOCIATED TRUST COMPANY, N.A. · EIN 39-6771935 / PN 001 | Common Collective Trust | — | — | $1.0M | 4.7% | |
| Dodge & Cox Funds Dodge & Cox Stock Fd | Mutual Funds | — | — | $956K | 4.5% | |
| ASSOC GROWTH LIFESTAGE FUND ASSOCIATED TRUST COMPANY, N.A. · EIN 39-6771936 / PN 001 | Common Collective Trust | — | — | $790K | 3.7% | |
| Vanguard Group Vanguard Small Cap Index ADM | Mutual Funds | — | — | $746K | 3.5% | |
| Dodge & Cox Funds Dodge & Cox Fds Intl Stock Fd | Mutual Funds | — | — | $718K | 3.3% | |
| Virtus Funds Virtus Ceredex Mid Cap Value Equity Fund R6 | Other securities | — | — | $537K | 2.5% | |
| Wasatch Funds Wasatch Small Cap Growth Fd | Other securities | — | — | $518K | 2.4% | |
| Royce Funds Royce Small Cap Fund Inst | Other securities | — | — | $398K | 1.9% | |
| Vanguard Group Vanguard Total Bond Market Index ADM | Mutual Funds | — | — | $354K | 1.6% | |
| Goldman Sachs Goldman Sachs Mid Cap Growth FD R6 | Other securities | — | — | $337K | 1.6% | |
| Vanguard Group Vanguard Target Retirement 2060 ** 504 Vanguard Group Vanguard Target Retirement 2065 ** 444 Vanguard Group Vanguard Target Retirement 2035 ** 244 * Participant Loans Notes receivable - 5.25% to 10.50% $0 | Mutual Funds | — | — | $309K | 1.4% | |
| American Funds Am Fds Europacific Growth Fd Cl R6 | Mutual Funds | — | — | $275K | 1.3% | |
| American Funds Am Fds New World Fund R6 | Mutual Funds | — | — | $226K | 1.1% | |
| Associated Trust Company, N.A. Conservative Balanced Lifestage Fund | Common Stocks | — | — | $50K | 0.2% | |
| ASSOC CONSERV BAL LIFESTAGE FUND ASSOCIATED TRUST COMPANY, N.A. · EIN 39-6771932 / PN 001 | Common Collective Trust | — | — | $50K | 0.2% | |
| Templeton Global Bond R6 | Mutual Funds | — | — | $21K | <0.1% | |
| Vanguard Group Vanguard Target Retirement 2055 | Mutual Funds | — | — | $5K | <0.1% | |
| Vanguard Group Vanguard Target Retirement 2030 | Mutual Funds | — | — | $5K | <0.1% | |
| Vanguard Group Vanguard Target Retirement 2070 | Mutual Funds | — | — | $2K | <0.1% | |
| Vanguard Group Vanguard Target Retirement 2050 | Mutual Funds | — | — | $2K | <0.1% | |
| MONEY MARKET COMMON TR FUND ASSOCIATED TRUST COMPANY, N.A. · EIN 52-7241044 / PN 001 | Common Collective Trust | — | — | $2K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
