Jennifer McComiskey signed JCB, Inc.'s 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
JCB, Inc.'s EIN is 52-0907423.
Download the official 2024 Form 5500 (PDF) for JCB, Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)JCB, Inc.'s plan includes profit-sharing, a 401(k) feature, a self-directed brokerage window, 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 |
|---|---|---|---|---|---|
| PRINCIPAL LIFE INSURANCE COMPANY | 42-0127290 | — | CONTRACT ADMINISTRATOR | $135K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| THE FIDUCIARY GROUP | 47-3210786 | — | INVESTMENT ADVISORY | $61K | — |
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.
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 |
|---|---|---|---|---|---|
| SYMPHONA LLP | 58-2663272 | — | ACCOUNTANT | $20K | — |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| PRIN LIFETIME HY 2050 CIT U PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 009 | Common Collective Trust | — | $0 | $7.8M | 16.0% | |
| PRIN LIFETIME HB 2035 CIT U PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 006 | Common Collective Trust | — | — | $4.4M | 9.1% | |
| Principal Core Plus Bd Inst Fd | Other securities | — | $0 | $4.4M | 9.1% | |
| Principal Div Intl R6 Fund | Other securities | — | $0 | $4.1M | 8.4% | |
| PRIN LIFETIME HB 2040 CIT U PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 007 | Common Collective Trust | — | — | $4.1M | 8.4% | |
| PRIN FIXED INC GUAR OPTION | Common Stocks | — | $0 | $3.9M | 8.1% | |
| PRIN LIFETIME HB 2045 CIT U PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 008 | Common Collective Trust | — | — | $3.9M | 8.1% | |
| Principal Cap App Inst Fund | Other securities | — | $0 | $3.3M | 6.8% | |
| PRIN LIFETIME HYB 2030 CIT U PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 005 | Common Collective Trust | — | — | $3.3M | 6.8% | |
| PRIN LIFETIME HY 2055 CIT U PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 010 | Common Collective Trust | — | $0 | $3.0M | 6.2% | |
| LARGE CAP GROWTH FUND II R1 FD GREAT GRAY TRUST COMPANY · EIN 38-4139848 / PN 626 | Common Collective Trust | — | — | $2.2M | 4.5% | |
| Prin LifeTime Hy Inc CIT U | Common Collective Trusts | — | $0 | $2.2M | 4.5% | |
| Self-Directed Brokerage Acct | Self-Directed Brokerage | — | $0 | $2.1M | 4.3% | |
| PRIN LIFETIME HY 2060 CIT U PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 012 | Common Collective Trust | — | $0 | $2.0M | 4.1% | |
| Participant Loans | Participant loans | — | $0 | $2.0M | 4.1% | |
| PRIN LIFETIME HYB 2025 CIT U PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 004 | Common Collective Trust | — | $0 | $1.9M | 4.0% | |
| LARGE CAP VALUE III R1 FUND | Other securities | — | $0 | $1.9M | 3.9% | |
| PRIN LIFETIME HYB 2020 CIT U PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 003 | Common Collective Trust | — | $0 | $1.7M | 3.4% | |
| PRIN LIFETIME HY 2065 CIT U PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 013 | Common Collective Trust | — | $0 | $1.4M | 2.8% | |
| LARGE CAP VALUE III R1 FUND GREAT GRAY TRUST COMPANY · EIN 38-7289865 / PN 001 | Common Collective Trust | — | — | $1.3M | 2.7% | |
| Prin LifeTime Hy 2050 CIT U | Common Collective Trusts | — | $0 | $1.3M | 2.7% | |
| Fidelity Mid Cp Index Fund | Common Collective Trusts | — | $0 | $630K | 1.3% | |
| Prin LifeTime HB 2045 CIT U | Common Collective Trusts | — | $0 | $525K | 1.1% | |
| Fidelity 500 Index Fund | Common Collective Trusts | — | $0 | $477K | 1.0% | |
| Princ SmallCap Growth I R6 Fd | Other securities | — | $0 | $459K | 0.9% | |
| Prin LifeTime Hyb 2070 CIT U | Common Collective Trusts | — | $0 | $428K | 0.9% | |
| Prin MidCap Growth Inst Fund | Other securities | — | $0 | $425K | 0.9% | |
| PRIN LIFETIME HY INC CIT U PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 011 | Common Collective Trust | — | — | $424K | 0.9% | |
| LARGE CAP GROWTH FUND II R1 FD | Other securities | — | $0 | $424K | 0.9% | |
| Prin LifeTime HB 2040 CIT U | Common Collective Trusts | — | $0 | $405K | 0.8% | |
| Prin LifeTime HB 2035 CIT U | Common Collective Trusts | — | $0 | $348K | 0.7% | |
| Prin MidCap Value I R6 Fund | Other securities | — | $0 | $325K | 0.7% | |
| Fidelity Sm Cap Index Fund | Common Collective Trusts | — | $0 | $294K | 0.6% | |
| PRIN LIFETIME HYB 2070 CIT U PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 014 | Common Collective Trust | — | $0 | $248K | 0.5% | |
| Prin RE Secs R6 Fund | Other securities | — | $0 | $210K | 0.4% | |
| American Funds NewPrsp R6 Fnd | Mutual Funds | — | $0 | $133K | 0.3% | |
| Amer Century Sml Cap Val R6 Fd | Other securities | — | $0 | $48K | <0.1% | |
| PRIN LIFETIME HYB 2015 CIT U PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 002 | Common Collective Trust | — | — | $48K | <0.1% |
