Terri Hague signed Joint Research and Development, LLC's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Joint Research and Development, LLC's EIN is 42-1633797.
Download the official 2024 Form 5500 (PDF) for Joint Research and Development, LLC from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Joint Research and Development, 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 |
|---|---|---|---|---|---|
| NATIONWIDE | 31-4156830 | COLUMBUS, OH | RECORDKEEPER | $46K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| CARY STREET PARTNERS | 26-0070474 | RICHMOND, VA | FINANCIAL ADVISOR | $18K | — |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| Money Market Fund Federated Hermes Federated Hermes Government Obligations Premier | Cash / Money Market | — | — | $4.2M | 18.5% | |
| Fidelity 500 Index Fund | Common Collective Trusts | — | — | $2.0M | 8.9% | |
| American Funds American Funds 2030 Target Retirement R-6 | Mutual Funds | — | — | $1.7M | 7.4% | |
| Janus Henderson Janus Henderson Forty Fund | Mutual Funds | — | — | $1.2M | 5.5% | |
| Nationwide Investor Destinations Moderately Aggressive Fu | Other securities | — | — | $1.0M | 4.5% | |
| Vanguard 500 Index Fund Admiral Shares ** 721 Vanguard Dividend Growth Fund Investor Shares | Common Collective Trusts | — | — | $742K | 3.3% | |
| American Funds American Funds 2035 Target Retirement R-6 | Mutual Funds | — | — | $726K | 3.2% | |
| Baron Funds Baron Asset Fund Institutional Class | Other securities | — | — | $706K | 3.1% | |
| Vanguard Total Stock Market Index Fund Admiral Shares | Common Collective Trusts | — | — | $695K | 3.1% | |
| American Funds American Funds 2040 Target Retirement R-6 | Mutual Funds | — | — | $613K | 2.7% | |
| American Funds American Funds 2045 Target Retirement R-6 | Mutual Funds | — | — | $609K | 2.7% | |
| Nationwide Investor Destinations Moderate Fund Class R-6 | Other securities | — | — | $549K | 2.4% | |
| Vanguard Value Index Fund Admiral Shares | Common Collective Trusts | — | — | $538K | 2.4% | |
| JPMorgan Mid-Cap Growth Fund Class A | Other securities | — | — | $496K | 2.2% | |
| American Funds American Funds EuroPacific Growth Fund Class R-6 | Mutual Funds | — | — | $453K | 2.0% | |
| Baron Funds Baron Partners Institutional Class ** 882 Baron Funds Baron Small-Cap Fund Institutional Class | Other securities | — | — | $441K | 1.9% | |
| American Funds American Funds 2050 Target Retirement R-6 | Mutual Funds | — | — | $424K | 1.9% | |
| BlackRock Tech Opportunities Institutional Shares ** 755 Calvert Equity Fund(I) ** 651 Dimensional DFA Emerging Markets Core Equity Portfolio Institutional Class | Mutual Funds | — | — | $378K | 1.7% | |
| PGIM Total Return Bond Fund - Class R-6 | Other securities | — | — | $312K | 1.4% | |
| American Funds American Funds 2055 Target Retirement R-6 | Mutual Funds | — | — | $310K | 1.4% | |
| Dimensional DFA U.S. Large-Cap Value Portfolio Institutional Class | Mutual Funds | — | — | $308K | 1.4% | |
| s (Continued) JPMorgan Large-Cap Growth Fund Class A ** 744 Loomis Sayles Core Plus Bond Y Fund | Mutual Funds | — | — | $273K | 1.2% | |
| * Nationwide Fixed Select Contract | Guaranteed Income / GIC | — | — | $252K | 1.1% | |
| American Funds American Funds 2025 Target Retirement R-6 | Mutual Funds | — | — | $250K | 1.1% | |
| Nationwide Investor Destinations Aggressive Fund Class R-6 | Other securities | — | — | $246K | 1.1% | |
| T. Rowe Price T. Rowe Price Health Science | Other securities | — | — | $228K | 1.0% | |
| Nationwide Investor Destinations Moderately Conservative | Other securities | — | — | $186K | 0.8% | |
| Vanguard Information Technology Index Fund Admiral Share ** 751 Vanguard Small-Cap Growth Index Fund Admiral Shares | Common Collective Trusts | — | — | $185K | 0.8% | |
| Dimensional DFA Real Estate Securities Portfolio Institutional Class | Mutual Funds | — | — | $181K | 0.8% | |
| Invesco Global Opportunities Fund Class Y | Mutual Funds | — | — | $164K | 0.7% | |
| American Funds American Funds Fundamental Investors Class R-6 | Mutual Funds | — | — | $124K | 0.5% | |
| Dimensional DFA U.S. Vector Equity Portfolio Institutional Class | Mutual Funds | — | — | $119K | 0.5% | |
| Vanguard Total International Stock Index Fund Admiral Share | Common Collective Trusts | — | — | $116K | 0.5% | |
| Fidelity U.S. Bond Index Fund | Common Collective Trusts | — | — | $102K | 0.5% | |
| Nationwide Loomis All Cap Growth Fund Class R-6 | Other securities | — | — | $99K | 0.4% | |
| Vanguard GNMA Fund Investor Shares | Agency / Mortgage-Backed | — | — | $86K | 0.4% | |
| Prudential Global Real Estate Fund Class Z | Other securities | — | — | $80K | 0.4% | |
| American Funds American Funds American Balanced Fund Class R-6 | Mutual Funds | — | — | $75K | 0.3% | |
| Dimensional DFA Inflation-Protected Securities Portfolio Institutional Class | Mutual Funds | — | — | $71K | 0.3% | |
| Nuveen International Equity Index Fund Class R-6 ** 622 Nuveen Large Cap Growth Index Fund Class R-6 | Common Collective Trusts | — | — | $70K | 0.3% | |
| Fidelity International Index Fund | Common Collective Trusts | — | — | $65K | 0.3% | |
| T. Rowe Price T. Rowe Price Dividend Growth Fund | Other securities | — | — | $64K | 0.3% | |
| Virtus KAR Small-Cap Core Fund Class R6 | Other securities | — | — | $64K | 0.3% | |
| Victory Nasdaq-100 Index Fund R6 Shares | Common Collective Trusts | — | — | $63K | 0.3% | |
| Notes Receivable from Participants Participant Loans Various maturities, interest rate range of 5.00% to 8.50% - | Bonds / Notes | — | — | $60K | 0.3% | |
| Vanguard Small-Cap Value Index Fund Admiral Shares | Common Collective Trusts | — | — | $55K | 0.2% | |
| American Funds American Funds 2065 Target Retirement R-6 | Mutual Funds | — | — | $44K | 0.2% | |
| FullerThaler Behavioral Small Cap Equity R6 | Other securities | — | — | $43K | 0.2% | |
| Artisan International Value Fund Institutional Class | Other securities | — | — | $40K | 0.2% | |
| American Funds American Funds 2020 Target Retirement R-6 | Mutual Funds | — | — | $39K | 0.2% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| AB&D CO | 54-1703353 | MIDLOTHIAN, VA | CONTRACT ADMINISTRATOR | $3K | — |
