Linnie Garrett signed Jackmont Hospitality, Inc.'s 2022 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Jackmont Hospitality, Inc.'s EIN is 42-1561435.
Download the official 2022 Form 5500 (PDF) for Jackmont Hospitality, Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2022 Form 5500 (PDF)Jackmont Hospitality, Inc.'s plan includes profit-sharing, a 401(k) feature, ERISA 404(c) participant direction, a default investment (QDIA).
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| ASCENSUS LLC | 11-3665754 | — | NONE | $3K | — |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| Invesco Oppy Intl Growth R Invesco 0 720 PGIM Government Income CL R PGIM 0 | Mutual Funds | — | — | $894K | 33.3% | |
| Principal LargeCap Growth I R3 Principal 0 | Other securities | — | — | $376K | 14.0% | |
| Invesco Comstock R Invesco 0 | Mutual Funds | — | — | $205K | 7.6% | |
| Columbia Contrarian Core R Columbia 0 | Other securities | — | — | $175K | 6.5% | |
| American Funds American Balanced R2 American Funds 0 | Mutual Funds | — | — | $165K | 6.2% | |
| Columbia Select Small Cap Value R Columbia 0 | Other securities | — | — | $156K | 5.8% | |
| Eaton Vance Atlanta Capital SMID-Cap R Eaton Vance 0 | Other securities | — | — | $135K | 5.0% | |
| GM BlackRock T-Fund Cash Management Shar BlackRock 0 78 Principal SmallCap Growth I R3 Principal 0 | Cash / Money Market | — | — | $127K | 4.7% | |
| Various rates and maturities Participants loan account 0 | Participant loans | — | — | $121K | 4.5% | |
| MFS Mid Cap Value R2 MFS 0 | Mutual Funds | — | — | $98K | 3.7% | |
| BlackRock T-Fund Cash Management Shares BlackRock 0 | Cash / Money Market | — | — | $74K | 2.8% | |
| BlackRock Global Allocation R BlackRock 0 | Other securities | — | — | $59K | 2.2% | |
| Janus Henderson Flexible Bond R Janus 0 | Mutual Funds | — | — | $28K | 1.1% | |
| MFS International Intrinsic Value R2 MFS 0 | Mutual Funds | — | — | $21K | 0.8% | |
| Calamos Evolving World Growth Fund A Calamos 0 | Other securities | — | — | $7K | 0.3% | |
| GM BlackRock Global Allocation R BlackRock 0 | Other securities | — | — | $6K | 0.2% | |
| GM Janus Henderson Flexible Bond R Janus 0 | Mutual Funds | — | — | $4K | 0.2% | |
| GM Invesco Comstock R Invesco 0 | Mutual Funds | — | — | $4K | 0.2% | |
| GM Eaton Vance Atlanta Capital SMID-Cap Eaton Vance 0 | Other securities | — | — | $3K | 0.1% | |
| GM Principal LargeCap Growth I R3 Principal 0 | Other securities | — | — | $3K | 0.1% | |
| GM MFS International Intrinsic Value R2 MFS 0 | Mutual Funds | — | — | $3K | 0.1% | |
| Lord Abbett High Yield R2 Lord Abbett 0 | Mutual Funds | — | — | $3K | 0.1% | |
| GM Invesco Oppy Intl Growth R Invesco 0 | Mutual Funds | — | — | $3K | 0.1% | |
| GM MFS Mid Cap Value R2 MFS 0 | Mutual Funds | — | — | $3K | <0.1% | |
| GM Calamos Evolving World Growth Fund A Calamos 0 | Other securities | — | — | $2K | <0.1% | |
| GM PGIM Government Income CL R PGIM 0 | Other securities | — | — | $2K | <0.1% | |
| GM Lord Abbett High Yield R2 Lord Abbett 0 605 GM Columbia Select Small Cap Value R Columbia 0 | Mutual Funds | — | — | $2K | <0.1% | |
| GM Principal SmallCap Growth I R3 Principal 0 | Other securities | — | — | $1K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
