Brett J. Keller signed JRC Mechanical, LLC's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
JRC Mechanical, LLC's EIN is 47-5288363.
Download the official 2024 Form 5500 (PDF) for JRC Mechanical, LLC from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)JRC Mechanical, LLC's plan includes profit-sharing, a 401(k) feature, automatic enrollment.
Holdings are itemized directly on this plan's Schedule of Assets, below.
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| American Funds American Funds 2035 Target Date-R5E | Mutual Funds | — | — | $366K | 12.8% | |
| American Funds American Funds 2055 Target Date-R5E | Mutual Funds | — | — | $350K | 12.2% | |
| American Funds American Funds 2045 Target Date-R5E | Mutual Funds | — | — | $344K | 12.0% | |
| American Funds American Funds 2025 Target Date-R5E | Mutual Funds | — | — | $338K | 11.8% | |
| American Funds Growth Fund of America R- 5E | Mutual Funds | — | — | $279K | 9.8% | |
| American Funds American Funds 2030 Target Date-R5E | Mutual Funds | — | — | $196K | 6.8% | |
| American Funds American Funds 2060 Target Date-R5E | Mutual Funds | — | — | $165K | 5.8% | |
| American Funds Investment Company Of America-R5E | Mutual Funds | — | — | $138K | 4.8% | |
| American Funds American Funds 2040 Target Date-R5E | Mutual Funds | — | — | $123K | 4.3% | |
| American Funds American Funds 2050 Target Date-R5E | Mutual Funds | — | — | $85K | 3.0% | |
| Nationwide Multi-Fiex Variable Account NVIT AQR Large Cap Defensive Style Fund ** 449 * Nationwide Multi-Fiex Variable Account NVIT BNY Mellon Stock Index Fund Initial Shares | Common Collective Trusts | — | — | $47K | 1.6% | |
| Nationwide Multi-Fiex Variable Account NW NVIT BNY Mellon Dynamic US Core Fund | Other securities | — | — | $44K | 1.5% | |
| Nationwide Multi-Fiex Variable Account NVIT Columbia Overseas Value Fund ** 876 * Nationwide Multi-Fiex Variable Account NVIT Fidelity VIP Growth Fund | Mutual Funds | — | — | $35K | 1.2% | |
| American Funds American Funds 2065 Target Date-R5E | Mutual Funds | — | — | $32K | 1.1% | |
| American Funds U.S. Government Securities Fund - R5E ** 233 * American Funds Washington Mutual Investors Fund - R5E | Mutual Funds | — | — | $29K | 1.0% | |
| Nationwide Multi-Fiex Variable Account NVIT Franklin Income VIP II Fund ** 679 * Nationwide Multi-Fiex Variable Account NVIT Invesco Oppenheimer Global Fund | Mutual Funds | — | — | $29K | 1.0% | |
| American Funds American Funds 2020 Target Date-R5E | Mutual Funds | — | — | $29K | 1.0% | |
| Charles Schwab Charles Schwab Money Market | Mutual Funds | — | — | $27K | 0.9% | |
| American Funds Capital Income Builder - R5E | Mutual Funds | — | — | $23K | 0.8% | |
| American Funds AF U.S. Government Money Market-R5E | Mutual Funds | — | — | $21K | 0.7% | |
| Nationwide Multi-Fiex Variable Account NVIT Janus Henderson VIT Overseas Service ** 966 * Nationwide Multi-Fiex Variable Account NVIT Managed American Funds Growth Income Fund ** 415 * Nationwide Multi-Fiex Variable Account NVIT Multi-Manager Small Company Fund | Mutual Funds | — | — | $19K | 0.6% | |
| American Funds New World Fund R5E | Mutual Funds | — | — | $18K | 0.6% | |
| American Funds International Growth and Income Fund-R5E | Mutual Funds | — | — | $18K | 0.6% | |
| American Funds Capital World Bond Fund - R5E | Mutual Funds | — | — | $12K | 0.4% | |
| American Funds New Perspective Fund-R5E | Mutual Funds | — | — | $11K | 0.4% | |
| Nationwide Multi-Fiex Variable Account NVIT American Funds Growth Fund II | Mutual Funds | — | — | $10K | 0.4% | |
| Notes Receivable from Participants Notes receivable from participants, bearing interest at * 5.50% and maturing through May 2026. | Bonds / Notes | — | — | $10K | 0.3% | |
| American Funds Bond Fund of America - R5E | Mutual Funds | — | — | $8K | 0.3% | |
| American Funds EuroPacific Growth Fund-R5E | Mutual Funds | — | — | $7K | 0.2% | |
| American Funds Smallcap World Fund-R5E | Mutual Funds | — | — | $5K | 0.2% | |
| Nationwide Multi-Fiex Variable Account NVIT American Funds Growth-Income Fund II | Mutual Funds | — | — | $3K | <0.1% | |
| s * Nationwide Multi-Fiex Variable Account NVIT American Funds Asset Allocation Fund | Pooled Separate Accounts | — | — | $1K | <0.1% | |
| Nationwide Multi-Fiex Variable Account NVIT Neuberger AMT Short Duration Bond ** 375 * Nationwide Multi-Fiex Variable Account NW NVIT BNY Mellon Core Plus Bond Fund | Other securities | — | — | $1K | <0.1% | |
| Nationwide Multi-Fiex Variable Account NVIT Franklin Small-Vap Value Fund | Mutual Funds | — | — | $1K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
