James Priest signed JP Logistics & Consulting LLC's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
JP Logistics & Consulting LLC's EIN is 46-3751305.
Download the official 2024 Form 5500 (PDF) for JP Logistics & Consulting LLC from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)JP Logistics & Consulting LLC's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA).
Holdings are itemized directly on this plan's Schedule of Assets, below.
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| American Funds 2020 Target Date-R2 Mutual Fund | Mutual Funds | — | — | $208K | 20.1% | |
| American Funds 2030 Target Date-R2 Mutual Fund | Mutual Funds | — | — | $112K | 10.9% | |
| American Funds 2055 Target Date-R2 Bond Fund | Mutual Funds | — | — | $92K | 8.9% | |
| American Funds 2060 Target Date-R2 Mutual Fund | Mutual Funds | — | — | $87K | 8.4% | |
| American Funds 2050 Target Date-R2 Mutual Fund | Mutual Funds | — | — | $86K | 8.3% | |
| American Funds 2065 Target Date-R2 Mutual Fund | Mutual Funds | — | — | $69K | 6.7% | |
| American Funds 2035 Target Date-R2 Mutual Fund | Mutual Funds | — | — | $66K | 6.4% | |
| Af U.S. Government Money Market-R2 Bond Fund | Cash / Money Market | — | — | $40K | 3.9% | |
| American Funds 2040 Target Date-R2 Mutual Fund | Mutual Funds | — | — | $37K | 3.5% | |
| American Mutual Fund-R2 Mutual Fund | Other securities | — | — | $34K | 3.3% | |
| American Funds 2045 Target Date-R2 Mutual Fund | Mutual Funds | — | — | $31K | 3.0% | |
| American Funds 2025 Target Date-R2 Mutual Fund | Mutual Funds | — | — | $24K | 2.4% | |
| Eupac Fund-R2 Mutual Fund | Other securities | — | — | $21K | 2.1% | |
| The Income Fund of America-R2 Mutual Fund | Other securities | — | — | $21K | 2.0% | |
| Amcap Fund-R2 Mutual Fund | Other securities | — | — | $20K | 1.9% | |
| American High-Income Trust-R2 Mutual Fund | Other securities | — | — | $19K | 1.8% | |
| Washington Mutual Investors Fund-R2 Mutual Fund | Other securities | — | — | $12K | 1.1% | |
| Participant Loans Interest rates of 5.75% to 9.50% | Bonds / Notes | — | — | $10K | 1.0% | |
| Participants Loans | Participant loans | — | — | $10K | 0.9% | |
| Developing World Growth & Income-R2 Mutual Fund | Other securities | — | — | $9K | 0.9% | |
| American Funds 2070 Target Date-R2 Mutual Fund | Mutual Funds | — | — | $5K | 0.5% | |
| The Growth Fund of America-R2 Mutual Fund | Other securities | — | — | $3K | 0.3% | |
| Global Balanced Fund-R2 Bond Fund | Other securities | — | — | $3K | 0.3% | |
| American Funds Mortgage Fund-R2 Mutual Fund | Mutual Funds | — | — | $3K | 0.2% | |
| The Bond Fund of America-R2 Bond Fund | Other securities | — | — | $2K | 0.2% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
