Jeffrey McCannon signed Jeffreym Consulting, LLC's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Jeffreym Consulting, LLC's EIN is 41-2113274.
Download the official 2024 Form 5500 (PDF) for Jeffreym Consulting, LLC from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Jeffreym Consulting, LLC'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 |
|---|---|---|---|---|---|
| FIDELITY INVESTMENTS INSTITUTIONAL | 04-2647786 | — | RECORDKEEPER | $24K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| USI ADVISORS INC | 06-1397347 | — | ADVISOR | $50K | — |
| Provider | Nondisclosure info |
|---|---|
| — | — |
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 500 Index ** | Common Collective Trusts | — | — | $3.3M | 21.2% | |
| Fidelity Contra Fund ** | Mutual Funds | — | — | $1.6M | 10.2% | |
| Dodge & Cox income ** | Mutual Funds | — | — | $1.4M | 8.9% | |
| Fidelity Mid Cap Idx ** | Common Collective Trusts | — | — | $866K | 5.6% | |
| Thornburg Lt Inc R6 ** | Common Stocks | — | — | $819K | 5.2% | |
| Harbor International Fund Instl ** | Other securities | — | — | $812K | 5.2% | |
| MORLEY STABLE VALUE PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 93-6274329 / PN 001 | Common Collective Trust | — | — | $725K | 4.6% | |
| DFA US Large cap value port instl ** | Mutual Funds | — | — | $609K | 3.9% | |
| Fidelity Sm Cap Idx ** | Common Collective Trusts | — | — | $596K | 3.8% | |
| DFA US small cap value port instl ** | Mutual Funds | — | — | $490K | 3.1% | |
| DFA Emerging Mts Port Insl ** | Mutual Funds | — | — | $486K | 3.1% | |
| DFA Intl small co port instl ** | Mutual Funds | — | — | $477K | 3.1% | |
| DFA inflation protect sec port instl ** | Mutual Funds | — | — | $466K | 3.0% | |
| PGIM Jennison Mid Cap Gwth R6 ** | Other securities | — | — | $310K | 2.0% | |
| DFA Real Est Sec ** | Mutual Funds | — | — | $296K | 1.9% | |
| DFA US small cap grth inst ** | Mutual Funds | — | — | $295K | 1.9% | |
| BR Mid Cap Value ** | Other securities | — | — | $285K | 1.8% | |
| Fidelity FDM IDX 2050 IPR ** | Common Collective Trusts | — | — | $278K | 1.8% | |
| Fidelity FDM IDX 2045 IPR ** | Common Collective Trusts | — | — | $273K | 1.7% | |
| Parnassus Core Eqty Fd Inst ** | Other securities | — | — | $270K | 1.7% | |
| Fidelity FDM IDX 2055 IPR ** | Common Collective Trusts | — | — | $248K | 1.6% | |
| Fidelity FDM IDX 2060 IPR ** | Common Collective Trusts | — | — | $204K | 1.3% | |
| Participant Loans 4.25% - 9.50% | Bonds / Notes | — | — | $156K | 1.0% | |
| Interests in Mutual Funds * Buffalo Discovery FD ** | Other securities | — | — | $82K | 0.5% | |
| Fidelity FDM IDX 2035 IPR ** | Common Collective Trusts | — | — | $73K | 0.5% | |
| Fidelity FDM IDX 2030 IPR ** | Common Collective Trusts | — | — | $51K | 0.3% | |
| Fidelity FDM IDX 2040 IPR ** | Common Collective Trusts | — | — | $51K | 0.3% | |
| Fidelity FDM Idx Inc ** | Common Collective Trusts | — | — | $37K | 0.2% | |
| Fidelity FDM IDX 2025 IPR ** | Common Collective Trusts | — | — | $29K | 0.2% | |
| Fidelity FDM IDX 2065 IPR ** | Common Collective Trusts | — | — | $25K | 0.2% | |
| Cash | Cash / Money Market | — | $5K | $5K | <0.1% | |
| Fidelity FDM IDX 2020 IPR ** | Common Collective Trusts | — | — | $4K | <0.1% |
