Maria Norton signed JHCC Holdings LLC's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
JHCC Holdings LLC's EIN is 47-1750182.
Download the official 2024 Form 5500 (PDF) for JHCC Holdings LLC from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)JHCC Holdings LLC's plan includes profit-sharing, ERISA 404(c) participant direction, a default investment (QDIA), a 401(k) feature.
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 | $66K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| CAPFINANCIAL PARTNERS LLC | 26-0058143 | — | ADVISOR | $66K | — |
| STRATEGIC ADVISORS, INC. | 04-2654524 |
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 | |||||
|---|---|---|---|---|---|---|
| FID FDM IDX 2035 IPR | Common Collective Trusts | — | $2.6M | $2.7M | 12.7% | |
| FID FDM IDX 2030 IPR | Common Collective Trusts | — | $2.6M | $2.6M | 12.3% | |
| FID FDM IDX 2045 IPR | Common Collective Trusts | — | $2.2M | $2.4M | 11.2% | |
| FID FDM IDX 2040 IPR | Common Collective Trusts | — | $1.9M | $2.1M | 9.9% | |
| FID FDM IDX 2050 IPR | Common Collective Trusts | — | $1.3M | $1.5M | 6.9% | |
| FID FDM IDX 2055 IPR | Common Collective Trusts | — | $1.1M | $1.3M | 5.9% | |
| FID 500 INDEX | Common Collective Trusts | — | $942K | $1.1M | 5.3% | |
| FID FDM IDX 2060 IPR | Common Collective Trusts | — | $1.0M | $1.1M | 5.2% | |
| FID FDM IDX 2025 IPR | Common Collective Trusts | — | $1.0M | $1.0M | 4.8% | |
| JPM LG CAP GROWTH R6 | Other securities | — | $789K | $1.0M | 4.7% | |
| FID FDM IDX 2020 IPR | Common Collective Trusts | — | $953K | $905K | 4.2% | |
| OUTSTANDING LOAN BALANCE | Other securities | — | — | $749K | 3.5% | |
| MFS MID CAP VALUE CT GREAT GRAY TRUST COMPANY · EIN 38-4139822 / PN 616 | Common Collective Trust | — | — | $493K | 2.3% | |
| FID TOTAL INTL IDX | Common Collective Trusts | — | $474K | $481K | 2.2% | |
| PUTNAM STABLE VALUE PUTNAM FIDUCIARY TRUST COMPANY · EIN 04-3159710 / PN 202 | Common Collective Trust | — | $446K | $446K | 2.1% | |
| MFS MID CAP VALUE CT | Mutual Funds | — | $414K | $430K | 2.0% | |
| PGIM TOTAL RTN BD R6 | Other securities | — | $419K | $417K | 1.9% | |
| FID FDM IDX 2065 IPR | Common Collective Trusts | — | $290K | $310K | 1.4% | |
| AF EUROPAC GROWTH R6 | Other securities | — | $214K | $208K | 1.0% | |
| FID US BOND IDX | Common Collective Trusts | — | $170K | $168K | 0.8% | |
| FID FDM IDX 2015 IPR | Common Collective Trusts | — | $129K | $121K | 0.6% | |
| FID MID CAP IDX | Common Collective Trusts | — | $68K | $77K | 0.4% | |
| MFS LRG CAP VALUE CT | Mutual Funds | — | $58K | $64K | 0.3% | |
| FID SM CAP IDX | Common Collective Trusts | — | $37K | $42K | 0.2% | |
| PIF SMCP GRTH I R6 | Other securities | — | $37K | $42K | 0.2% | |
| BLKRK MD CP GR EQ K | Other securities | — | $27K | $33K | 0.2% | |
| AS SPL SM CAP VAL R6 | Other securities | — | $14K | $14K | <0.1% | |
| FID FDM IDX INC IPR | Common Collective Trusts | — | $9K | $9K | <0.1% | |
| FID GOVT MMKT K6 | Mutual Funds | — | $5K | $5K | <0.1% | |
| FID FDM IDX 2010 IPR | Common Collective Trusts | — | $2K | $2K | <0.1% | |
| FID FDM IDX 2070 IPR | Common Collective Trusts | — | $494 | $483 | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| — |
| ADVISOR |
| $15K |
| — |
